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.

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Our Team

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

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Money Management

Bloom Asset Management Inc. has been providing 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.

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Estate Planning & Legal Services

Personal service to individual clients and their families is a long-standing and successful tradition at Bloom, Bloom & Associates, P.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.

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Bloom Law Firm

Since 1984, Bloom, Bloom & Associates, P.C. has offered clients a unique combination of the professional legal expertise of a large law firm, combined with the individualized service and personal touch you expect from a smaller firm.

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Contact Us

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

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