Started back in the 1980’s as a Fort Worth-based wealth management firm, we partnered with Michigan-based Bloomfield Hills Financial in June 2016 to become Bloomfield Investment Group. We are an independently owned and managed company, providing investment guidance and excellent client service to individuals and their families. We believe that a comprehensive and integrated approach is the best way to assist you in realizing your financial and lifestyle goals.
As a Barron’s Top 100 Independent Wealth Advisor*, we strive to provide unbiased opinions, help you understand the impact of cash flow, managed income, social security benefits, estate taxes, the true value of insurance coverages, and more to support your vision for the future.
We are here through career transitions and retirement planning to simplify and make sense of any challenges as they surface. We do this with the highest levels of trust, integrity, and respect while always collaborating using our proven team approach.
*Barron’s: Top 100 Independent Financial Advisors: Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.