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.
“Jarod and the team take a personal interest in us as clients”
“Very personal approach, conservative, steady, deep knowledge with personal and business issues”
“On the wealth management side, they counsel me and are intellectually driven, conservative, and disciplined”
“Knowledgeable, responsive, communicate really well…respectful”