Jonathan Bloom

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 Haven Country Club and Vice President of his Homeowners Association.