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.
“Conservative, ethical and wonderful to work with”
“They are there when I need them”
“Very comfortable working with them … flat fee, no commission … work with our risk tolerance level”
“Knowledgeable, responsive, communicate really well…respectful”