Our Clients

At Bloomfield Asset Management, we serve those who are serious about achieving their financial and retirement dreams. Our most successful relationships are with clients who are open-minded, receptive to advice, willing to take action and open to sharing honest feedback.

Who We Serve

• Professionals: helping hardworking professionals clarify and achieve their goals
• Small business owners: Our experts understand entrepreneurs' unique challenges and opportunities
• Retirees: We help retirees seeking tax efficient, sustainable income distribution

We also provide trusted counsel to those facing major life crossroads such as the sale of businesses, real estate or investment holdings; the death of a loved one; divorce or inheritance.

Tailored Solutions

Our team recognizes that each client has unique goals. And we're proud to provide the knowledge, experience and commitment to help each achieve financial peace of mind