A complete list of active advisors currently associated with Bloomer Financial Planning LLC

Warmer can help you find a great advisor at Bloomer Financial Planning LLC or one who fits your needs even better.

Bloomer Financial Planning provides comprehensive financial planning and investment consulting to individual investors, including retirement readiness, Social Security and Medicare guidance, tax-efficiency, insurance/risk analysis, education funding, and employee benefits consulting. The firm also offers investment execution and ongoing account administration alongside its planning services. The firm uses a cloud-based financial planning platform to build individualized plans and provides quarterly plan updates and review meetings; investment recommendations favor diversified portfolios that combine passive index funds and active strategies where appropriate. Investment management is implemented on a non-discretionary basis, with trades executed only after client approval, and the firm reports that nearly all of its assets under management are handled non-discretionarily — a practice that is uncommon among independent peers. Bloomer serves a small number of clients relative to its assets under management (approximately $36 million across roughly 17 clients), which results in a relatively high AUM per client and frequent, hands-on engagement. For managed accounts the firm generally requires custody with a single custodian and uses standing letters of authorization for transfers and fee debits, a structure that has regulatory implications for custody and client oversight.

To learn more about the advisors currently working at Bloomer Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.