We build client advisor partnerships.
“The nicest thing about teamwork is that you always have others on your side.” – Margaret Carty
Photo: Bloom Family Party celebrating Jacob Bloom's completed study program.
We take seriously our legal and ethical fiduciary duty to always act in your best interests. We focus on financial planning that is actionable, and easy to understand. We transform complexity into clarity.
Our "one on one" process makes it easy for you to understand your personal finances.
The benefit of using powerful, interactive tools is to help you take control of your finances. Go forward in life with the freedom and independence you deserve.
Team Members
Mitchell Bloom
Financial Advisor
Mitchell Bloom specializes in transactional tax planning, estate planning and settlements, and investment management.
His clients include high-net worth individuals, families, executives, and business owners.
Mitch is routinely asked by clients to advise on the tax implications of major transactions. Whether they are engaged in the sale of highly appreciate stock, businesses, collectables or real estate. His clients rely on his experience to help them resolve tax questions that can have a significant impact on the success of the transaction. Some clients require sophisticated trusts and transactions to achieve their goals. Other clients require standard tax and estate plans.
In every case, Mitch taps into his nationwide team of Tax attorneys, CPAs, financial planners, insurance auditors, art and collectable appraisers, bankers, custodian banks, and investment advisory firms. His teams are skilled to maximize net worth and position for a smooth and seamless transfer of wealth from one generation to the next.
As President of Bloom Financial, LLC, former pro-chef, and trusted advisor, Mitch loves cooking a blend of Modern and Classical French cuisine and developing financial plans. Just not all at the same time.
His mission is to help his clients become liberated from the stress and anxiety of understanding investing and markets, taxes, and the transfer of wealth.
Amy Bloom
Client Services Manager
Amy Bloom has been working with Mitch since 1996 to ensure that the clients of Bloom Financial receive the best possible service.
She oversees and supervises new account processing, asset transfers and works closely with our clients on any service-related needs. When you need an appointment, she is the one to call.
If you have any questions about your statements, additions or withdrawals, account documents, or other correspondence, Amy is the one to call. She will ensure that the appropriate member of our team responds to your query in the most expeditious manner possible.
Amy is originally from Boulder, Colorado and her immediate family all still reside in the area. She was hired to work at Bloom Financial as soon as she graduated University of Colorado, Boulder in 1996 and ever since has been in charge of everything from daily operations, marketing, and client services.
She married Mitch in 1997 and currently resides in Westminster. She loves to dabble in the kitchen, quilt, ski, run half marathons and attend the theater at the Denver Performing Arts Center all while raising her two children.
"Alone we can do so little,
together we can do so much." --Helen Keller
Back Office Teams
Buckingham Strategic Partners (formerly Loring Ward) is a part of Bloom's comprehensive private wealth management platform and company sponsored retirement plan management team. We deliver a deep and wide bench of in-house subject matter resources.
Buckingham Investment Committee
Currently Managing $34 Billion in Assets
Buckingham helps our clients leverage industry and academic research. We access two key committees: the Investment Policy Committee and the Investment Research Committee. The policy committee determines, approves, reviews, and documents all investment activities undertaken by Buckingham and its affiliates in an effort to meet both the current and future needs of our clients. The research committee is a subset of the policy committee, supported by outside experts, established to aid the policy committee in its efforts to research and develop investment solutions for our clients. Both committees work in unison to deliver a better wealth experience to investors and their advisors.
Policy decisions made by the policy committee are driven by the findings of academic and practitioner financial markets research and the recommendations of the research committee, not by personal opinions of committee members. We believe three key conclusions can be drawn from this research:
1. Most individual and professional investors underperform market benchmarks after accounting for the investment costs
2. Investors who happen to outperform the market in one period rarely repeat that performance in the next period
3. The majority of investor focus should be placed on portfolio allocation design and the implementation of the allocation through low-cost, broadly diversified investment strategies
Responsibilities:
• Development of Capital Market Assumptions (CMAs)
• Creation and monitoring of model portfolio strategies
• Monitoring and oversight of individual fund managers
• Design of new strategies in concert with fund managers
• Oversight of fixed income team and fixed income strategy
• Leveraging scale to reduce fund expense ratios
• Training of wealth advisory teams
• Monitoring of advisory team practices
• Reviewing top academic research and industry strategies
Membership:
Jared Kizer, CFA (Chairman IPC/IRC)
Kevin Grogan, CFA, CFP®
Larry Swedroe
Jonathan Scheid, CFA, AIF®
Sheldon McFarland
Tim Jost, CFA
Brian Haywood Susan
Strasbaugh, CFP®, EA
Harry Markowitz, PhD
Meir Statman, PhD
Alex Potts
Buckingham Strategic Partners also functions as a component of our back office when it comes to administering our custodial relationships and client portfolios. Rather than increase our fees for an on-site support staff, our back office serves that function and processes client transfers, account changes, liquidation requests, etc. This keeps our fees low and client services quality high.
Contact Us
info@bloomfinancial.com
390 Interlocken Crescent, Suite 350
Broomfield, CO 80021
Bloom Financial, LLC is a fee only financial planner headquartered in Westminster, Colorado that provides investment advice and financial planning. Bloom Financial is an Investment Advisor Representative of FourStar Wealth Advisors, LLC. Any information information provided by FourStar Wealth Advisors, LLC (“FourStar” or the “Firm”) is for general informational purposes only. This information is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and investors should be prepared to bear potential losses. Investments should only be made after thorough review with your investment advisor, considering all factors including personal goals, needs and risk tolerance. FourStar is a SEC registered investment adviser that maintains a principal place of business in the State of Illinois. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about FourStar’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov/