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.
“They are very loyal to their clients”
“On the wealth management side, they counsel me and are intellectually driven, conservative, and disciplined”
“They go above and beyond what you would expect”
“Proactive, trust them, responsive … well-versed on tax laws and issues”