Sechrest & Bloom, LLC is an intellectually driven, knowledgeable, and disciplined CPA and wealth management firm. Our team specializes in tax planning and tax return preparation for individuals, businesses, and trusts & estates, including providing accounting and bookkeeping services. We’re also an independent, fee-only financial planning firm that is committed to providing the highest standard of fiduciary client service as a Registered Investment Adviser (RIA). We manage all tax, financial, and life planning issues in an educational and guiding approach.
“Great investment advice, like their flat fee for wealth management planning work … it makes it easy for us”
“Very comfortable working with them … flat fee, no commission … work with our risk tolerance level”
“Jarod and the team take a personal interest in us as clients”
“Their approach to financial planning is well thought out and well planned”