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.
“Their tax knowledge and depth is impressive”
“Conservative, ethical and wonderful to work with”
“On the wealth management side, they counsel me and are intellectually driven, conservative, and disciplined”
“Great investment advice, like their flat fee for wealth management planning work … it makes it easy for us”