Jonathan Bloom, CFP®, AIF®
Partner & Wealth Advisor
Jonathan is an experienced and passionate Investment Advisor and Financial Planner with a commitment to independent client-centric advice. He has proven success earning trust advising high-net-worth individuals and retirement plan clients. He provides objective, customized solutions and a comprehensive approach to wealth management, which includes investment management, estate, tax, retirement, insurance, charitable giving, and cash flow planning.
Jonathan appreciates that clients place trust in our team, and that each client is unique. In response, he works diligently to understand each client’s individual needs, life circumstances, priorities, and goals and then sets clear financial objectives and a plan to achieve them. He blends objective investment advice, estate, insurance, financial planning and real-world goal setting to best meet clients’ short and long-term goals, with a keen eye to mitigating risk. He proactively suggests adjustments as appropriate to help clients stay on track and reach their life long goals.
Jonathan earned a bachelor’s degree in finance from Bentley University and fulfilled his education requirement to sit for the rigorous CFP® Certification Examination at New York University. He is a licensed investment advisor, a CERTIFIED FINANCIAL PLANNER™ (CFP®) PROFESSIONAL, and an Accredited Investment Fiduciary (AIF®). Jonathan serves on the Board of Directors for The Whole Child, Inc., a nonprofit based in Upton, MA. He lives in Marlborough, MA with his wife, and two young daughters. He enjoys golf, travel, 3D printing, and monitoring the evolution of cryptocurrency. Jon is an active member of the Marlborough Country Club and Vice President of his Homeowners Association.

Meet Jonathan
“I believe that honest investment advice must be selfless, comprehensive, thoughtfully prepared, and fully customized.”
Contributed Insights
Individual/Family Tax and Wealth Preservation Webinar 2025

Protect and grow personal wealth with strategies from AAFCPAs’ 2025 Individual and Family Tax and Wealth Preservation webinar. Gain insights on preserving assets, managing evolving tax rules, and preparing for changes in estate and retirement planning. In this session, you will learn: Save The Date What: 2025 Individual and Family Tax and Wealth Preservation Webinar […]
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From the Desk of Jonathan Bloom

As the school year kicks off, the Bloom household is buzzing with new routines. Juliette is now in 5th grade, Jolie in 1st, and Jeanne is teaching 2nd grade. That shift means I’m now walking the girls to school each morning—a simple joy that gives me meaningful time with them before the day begins. Juliette […]
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AAF Wealth Management Q2 2025 Market Insights

In an ongoing commitment to keep you abreast on a range of issues that might affect your business and personal finances, AAFCPAs is pleased to share Q2 2025 Market Insights published by AAF Wealth Management, part of the AAFCPAs family of companies. This provides investors with an understanding of what’s driven performance of late. With […]
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