A complete list of active advisors currently associated with Blossom Balance LLC

Warmer can help you find a great advisor at Blossom Balance LLC or one who fits your needs even better.

Blossom Balance LLC provides investment advisory and financial planning services to individuals and high‑net‑worth clients, managing roughly $5.6 million for a small client base of about 16 households. The firm offers discretionary and non‑discretionary portfolio management, asset allocation among cash, stocks, mutual funds, bonds and annuities, and written investment strategies and plans. Investment advice is tailored to each client’s objectives, time horizon, and risk tolerance and may incorporate asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase strategies; managed account programs are offered under a comprehensive advisory arrangement. The firm highlights the tax implications of its strategies and advises clients to consult tax professionals as part of ongoing portfolio management. Notably, the adviser is affiliated with an accounting and tax services firm under common ownership and may recommend those accounting and tax services, a relationship the brochure discloses as a potential conflict of interest and which the firm says clients are not required to accept. The practice also maintains a $1,000,000 account minimum, reflecting a focus on high‑net‑worth households rather than non‑HNW individual clients.

To learn more about the advisors currently working at Blossom Balance 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.