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Bloomfield Hills Advisory is an independent, team-based wealth management firm built around retirement readiness, serving clients from offices in Bloomfield Hills, Michigan, and Denver, Colorado. Our advisors and in-house Chartered Financial Analyst bring investment, income, tax, estate, and insurance decisions together into one coordinated strategy. Through the BHA Process, we turn a lifetime of saving into a clear roadmap, using cash flow modeling, tax analysis, and scenario testing so you can see the impact of a decision before you make it. Clients call us about life, not just money. We act as a family CFO, offering honest answers, plain-language guidance, and a team built to stay with you through every stage of your financial journey.
- Website
- bloomfieldhillsadvisory.com
- Phone
- 248-282-4091
- Address
- 300 East Long Lake Road, Ste 125, Bloomfield Hills, Michigan, 48304
- Business hours
- Mon-Thu: 09:00 - 17:00, Fri: 08:00 - 16:00, Sat-Sun: Closed
- Founded
- 2024
- Categories
- Financial services