Who We Work With
Clients We Serve
Financial Guidance For Transitioning Retirees & Retirees
We specialize in helping individuals and families who are ready to take control of their financial future. We welcome anyone who is serious about planning for their future. If you're ready to start a conversation, we’d love to hear from you.
A Tailored Approach for Every Client
We understand that financial needs change throughout life, which is why we offer personalized, holistic financial plans that adapt as your life evolves. Our clients come to us for different reasons, but they all have one thing in common: the desire for clarity, peace of mind, and a trusted advisor who can help them navigate the complexities of wealth management.
Your Goals, Our Focus
Planning for the Future
We help you create a living financial plan that grows and adapts as your life evolves.
Guiding Your Wealth
Our proactive investment strategies ensure your wealth is aligned with your goals.
Protecting What Matters
We specialize in tax-efficient strategies that help safeguard your wealth for the long term.
*Why Our Clients Choose Us
Rosalie Borgardts
I highly recommend Ashley and Alex for any financial planning services. They are professional, organized, and trustworthy. They listen to my concerns and answer my questions as they manage my retirement accounts.-
David Mallicoat
My wife and I have been working with Ashley and Alex for a few years now. Their expertise has been very beneficial to us, both before and after retirement. They have listened to our goals, offered options to obtain those goals, and most importantly, they have factored in tax ramifications with each option. Highly recommend their services. -
Jane England
Ashley and Alex are great to work with, answer all my many questions, and help me make the best decision to plan for my family's future. -
mark wille
Very excellent team of financial advisors. Next bloom wealth is a very worthy investment. -
Elizabeth Quinlan
I found Next Bloom a little over a year ago after interviewing several different financial advisors. I chose Ashley and Alex because they were extremely knowledgeable about my financial situation. They helped me to consolidate a number of different accounts and develop a financial plan for me going forward. They have been so thoughtful, and I am always confident after meeting with them that they care about me and offering the best options for me personally. I am so happy to have found them and to have their financial expertise. -
Jeff White
I retired three years ago. I talked to Alex about a retirement plan upon my retirement. He and Ashely were just starting Next Bloom Wealth. There is a saying that you can usually tell within 2 or 3 minutes the character of a person. I felt with the first meeting with Alex I could trust him. I meet with Alex and Ashley once a month or so to go over the market, their suggestions. I am not a person who takes risk with my investments. I count on them, and they haven't let me down. I highly recomend them. -
Robert Miller
Great service. Always willing to take the time needed when an issue arises. Can't recommend enough. -
Vickie Edmonds
Ashley and her team have been such a blessing during the hardest time of my life. I lost my husband this year and Ashley helped me sort out my finances. She made sure my financial plan was in place. I am so grateful for her kindness, knowledge and patience. I know I’m in good hands moving forward! I am also grateful to Alex for taking care of my taxes. -
Dennis Ray
I absolutely recommend Ashley and Alex from Bloom Wealth for their expertise in financial planning. They are professional, trustworthy, and organized. They listen to my many concerns and answer all my questions. I feel my stress is relived using their guidance and service. -
Joel Taylor
My wife and I had the privilege of retiring at age 60 in 2021. Needless to say, full retirement age with our specific retirement accounts was needing 'navigation' - far beyond our financial skills. We were lucky to be debut partners of Next Bloom Wealth because they already knew our situation when their firm started. That said, the best part of the Next Bloom team was our 2 - 4 times a year strategic business meetings that dealt with the ever-changing tax and investment scenes. After the Nov 2024 election, they will adjust some more and Next Bloom will help us there, as well. We look forward to them guiding us through and past the age when we start receiving our Social Security benefits. Joel & Rhonda -
Tracy Saenz
I trust this company completely. When I have a question or don’t understand something I just pick up the phone. Alex and Ashley know me and answer questions so that I can understand. -
Danny W
Alex and Ashley are amazing to work with, and incredibly knowledgeable when it comes to financial planning. This was my first time working with an FA, and I'm happy to say that you can't go wrong with picking this awesome duo. The intro call was easy to schedule, at my own pace, and the final recommendation came in the form of a very comprehensive multi-page document/walkthrough. Thank you so much for all your help, and I look forward to continuing our relationship! -
Janet Seithel
What we appreciate most about Next Bloom Financial is Alex and Ashley’s integrity. They provided us with honest assessments and realistic projections, never pushing us toward options that didn’t feel right for our situation. The advice they offered has proven to be not just sound but also actionable, giving us the confidence to make decisions regarding our savings and investments. Thanks Alex and Ashley