Blom Levy & Co., LLC

Blom Levy & Co. advises individuals and families, with a stated emphasis on helping women build and maintain financial independence. The firm provides integrated wealth management services that combine financial, estate, and tax planning with portfolio management using individual stocks, bonds, and ETFs.

The firm’s investment process centers on in‑depth household balance sheet and cash flow analysis to calibrate risk capacity and construct time‑staggered asset ladders (starting with individual bonds and expanding to dividend and growth stocks or private investments as appropriate). Accounts are managed on a non‑discretionary basis, with the adviser seeking client approval before trades and providing ongoing monitoring and periodic plain‑English reports.

Notable differences from many peers include a flat, subscription‑style advisory fee model rather than a percentage‑of‑AUM arrangement and the firm’s explicit practice of operating without discretionary authority over client accounts. The adviser also maintains a deliberately limited client base, emphasizes client education and transparency, and uses individual securities and third‑party custodians to keep investment, custody, and legal/tax functions separate.