About Us

Our Philosophy

At Bloom Asset Management we understand that your investment portfolio means a lot more to you than just dollars and cents. It's about your goals for the future, and the ability to live your dreams.

That's why we manage each portfolio as if it were our own--with the care and attention individual investors have come to expect from us since 1984.

Our Team

The staff at Bloom Asset Management is experienced and knowledgeable in all areas of financial planning and investment management.

Money Management and Financial Planning

Bloom Asset Management Inc. has been providing comprehensive financial planning and investment management services on a fee-only basis since 1984. The company was founded by Rick and Ken Bloom with the goal of providing independent financial advice.

Unlike other financial advisory firms or brokerage houses, we have always been independent. This independence means we will never accept any compensation or incentive for any product that were commend. Our loyalty is solely to help clients achieve their financial goals and objectives by providing them the highest quality professional services at the lowest cost possible.

Bloom Asset Management offers two different approaches to financial planning: active professional portfolio management and/or fee-only financial consultations. Many people find the direction and guidance offered through the financial consultation process sufficient to help formulate their plan and keep it on track.Others prefer more active professional involvement to help cope with the challenging nature of the investment world and the increasing demands on their time. Either way, Bloom AssetManagement can help you achieve your financial goals and objectives.

Estate Planning & Legal Services

Personal service to individual clients and their families is along-standing and successful tradition at Bloom, Bloom andAssociates, P.L.C. We believe it is important to maintain close,personal contact with our clients and their professional advisors to help them develop an estate plan especially for them.

Bloom Law Firm

At Bloom Asset Management we understand that your investment portfolio means a lot more to you than just dollars and cents. It's about your goals for the future, and the ability to live your dreams.

That's why we manage each portfolio as if it were our own--with the care and attention individual investors have come to expect from us since 1984.

Contact Us

Contact the Bloom Asset Management team with any questions you may have.