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Alex Borgardts

CPA/PFS, CFP®
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Alex Borgardts complements Ashley as part of Next Bloom Wealth's dynamic duo, bringing a tax-focused, technical approach to financial planning. A Certified Public Accountant (CPA) with a Personal Financial Specialist designation, Alex helps clients navigate complex financial situations with ease through our PlanFirst™ process, always striving to align your financial goals with the right tax strategies.

"We all want more time, flexibility, and freedom. That’s true in my family, and I want to help you have the same."

Alex believes in offering truly personalized, boutique-level service. By serving a limited number of clients, he ensures every plan is uniquely tailored to each individual’s financial needs and aspirations.

Outside of work, Alex enjoys spending time with his family at the lake, where they can relax and enjoy outdoor activities together. A veteran, Alex also has a passion for barbecuing and taking part in Kansas City's outdoor lifestyle with his wife and children.

Discover Alex’s thoughts on financial planning, tax strategies, and how our boutique approach helps clients succeed in his exclusive interview with Fee Only Network.
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