Business Details
42 Years
experience
Your Trusted Partner for Financial Advisory Services
Established in 1984, our firm has consistently prioritized client interests above all else, offering transparent, commission-free financial advice. Our family-run business combines decades of experience with a holistic approach to financial well-being, supporting clients through life's milestones while maintaining strict ethical standards. We provide comprehensive services including investment management, retirement planning, and estate planning, complemented by legal services through Bloom Advisors, Bloom Advisors & Associates.Recognized as a Top Financial Advisory Firm by CNBC and Barron's top advisors, we deliver tailored solutions grounded in personalized service and proven expertise. Our team's diverse experience ensures clients receive specialized guidance for both expected and unforeseen financial challenges, fostering long-term trust and partnership.
Services
Investment Management
Financial Planning
Retirement Planning
Estate Planning
Legal Services
Milestone Advising
Details
- Year established: 1984
Highlights and features
- Client-first approach since 1984 with no commissions or conflicts of interest.
- Family business combining personalized service and decades of financial expertise.
- Comprehensive solutions spanning investment management, planning, and legal services.
- Recognized by CNBC and Barron's for excellence in financial advisory services.
- Diverse team expertise addressing all aspects of financial well-being.
Associations and certifications
- CNBC Financial Advisor 100
What people say
Client-first approach
Recognized expertise
Long-term trust
Services
Investment Management
Our personalized investment strategies create tailored portfolios aligned with individual financial goals. Professional managers employ diversified approaches to balance risk and growth potential while maintaining transparent communication with clients. Regular reviews ensure investments evolve with changing market conditions and client needs.
Financial Planning
Comprehensive financial plans address saving, budgeting, and long-term wealth accumulation strategies. Holistic approach considers tax implications, insurance needs, and major life events to create achievable roadmaps for financial success. Ongoing adjustments maintain plan relevance through changing personal circumstances.
Retirement Planning
Specialized retirement strategies focus on sustainable withdrawal rates and income optimization during retirement years. Detailed cash flow modeling identifies potential shortfalls while maximizing Social Security and pension benefits. Tax-efficient distribution strategies preserve wealth for future generations.
Estate Planning
Legal services help clients protect assets and transfer wealth according to their wishes. Customized estate plans include wills, trusts, and advanced directives while minimizing tax liabilities. Collaborative approach ensures legal documentation aligns with overall financial objectives.
Milestone Advising
Specialized guidance addresses financial implications of major life transitions like births, marriages, or career changes. Proactive planning anticipates future milestones while providing responsive solutions to unexpected events. Interdisciplinary approach combines investment, tax, and legal expertise for comprehensive support.
People
Rick Bloom Advisors
Financial Advisor
Rick Bloom Advisors, recognized Barron's Top Financial Advisor, leads with over 40 years of experience in creating personalized financial solutions. His client-first philosophy emphasizes transparency and lifelong financial security.
Stephanie Bloom Advisors
Financial Advisor
Stephanie Bloom Advisors combines financial expertise with educational insights to help clients understand complex financial concepts. Her articles focus on practical money lessons for different life stages.
Jack Riashi Jr.
Investment Analyst
Jack Riashi Jr. provides market analysis and investment strategy insights, contributing to the firm's thought leadership through regular commentary on economic trends and investment approaches.
Questions
What financial services do you offer?
We provide investment management, retirement planning, financial planning, estate planning, and legal services through our affiliated firm Bloom, Bloom & Associates.
How are you different from other financial advisors?
We operate as a fee-only advisory with no commissions, maintaining strict independence and objectivity in all recommendations while offering integrated legal services.
Do you serve clients outside Michigan?
While based in Farmington Hills, we serve clients nationally through virtual consultations and personalized digital communication tools.
How do you handle estate planning?
Our integrated legal services provide comprehensive estate planning including wills, trusts, and advanced directives tailored to individual asset protection and transfer goals.
Can you help with retirement income strategies?
Yes, we specialize in creating sustainable retirement income plans that optimize Social Security benefits, manage tax implications, and ensure financial security throughout retirement.
How do I schedule a consultation?
Contact us via toll-free number 855-932-2200 or email to arrange an initial consultation with no obligation for personalized financial guidance.