A complete list of active advisors currently associated with Next Bloom Wealth

Warmer can help you find a great advisor at Next Bloom Wealth or one who fits your needs even better.

Next Bloom Wealth serves individual and high-net-worth clients, as well as corporate or business clients, through investment management and financial planning. In addition to typical portfolio management, the firm offers tax preparation, estate planning support, and access to fee-based annuities as part of its advisory services. The firm follows a primarily passive, asset-allocation approach informed by fundamental analysis, and it tailors portfolios to clients’ objectives, risk tolerance, and liquidity needs. Next Bloom Wealth uses third‑party model and manager solutions — including the Altruist Model Marketplace and outside managers — to implement strategies and conducts at least annual account reviews. What distinguishes the firm from many peers is the combination of planning-adjacent services and platform use: its recent brochure amendments add tax preparation and estate-planning services (including coordination with EncorEstate Plans) and disclose the passthrough of Model Marketplace and tax‑tool fees to clients. The advisory team includes CFP professionals and accounting credentials, and the firm operates as a fee‑only RIA with a $500,000 stated account minimum while managing roughly $28.5 million for a relatively small client base.

To learn more about the advisors currently working at Next Bloom Wealth, 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.