Bloom Wealth Advisors - Boulder, Colorado

Mitch H.

We’ve had an incredible experience working with Alana Macy, Katie Hafner, and Bloom Wealth Advisors. From the very first meeting, they made us feel comfortable and confident about planning our financial future. They take the time to listen and truly understand our goals and their advice always feels tailored to our situation, not just generic recommendations.

One thing I appreciate is how clearly they explain everything. Finances can be overwhelming, but they break things down in a way that makes it easy to understand and keeps me informed about what’s happening with my investments.

The team is also incredibly responsive. They quickly respond to our questions and concerns. It is clear that they genuinely care about their clients and go the extra mile to ensure we're comfortable with every decision.

Working with Bloom Wealth Advisors has given me peace of mind and confidence in our financial planning. I can’t recommend them highly enough to anyone looking for a trustworthy, knowledgeable, and client-focused advisor.

Insightful I. L. H.

I was so reluctant to work with a financial advisor at first. I was taught by my family "that they will just take your money and only really rich people have those." Well, if they have taken my money, they did it by growing it better than I ever could and maybe that is why only rich people have them. I love their advice, their focus on my priorites, their compassion for my relationship with my money (sometimes I am a little lack minded, but they are not!) I have been with them a long time. I own my own business, have kids I wanted to put through college, a huband who wants to retire soon... they are keeping us all right on track. They are easy to talk to and skilled with the "what ifs." If you want to get your long term money in order... especially if you are a woman business owner, these are your people.

Tara A.

We are so thankful to have found Alana Macy with Bloom Wealth Advisors! With so many competing priorities when it comes to money, before we found Alana, we would find ourselves paralyzed with what to do (save for a down payment, build our portfolio, open a college-savings account for our son, etc). Alana connected with us and put together a comprehensive plan to help us achieve our short-term goals, as well as outline our long-term goals. With her guidance and expertise, we feel confident we are setting ourselves up for a more comfortable future.