Next Bloom Wealth

Ashley Dickson is a CFP® with seven years of industry experience and is currently an advisor at Next Bloom Wealth. Prior to joining Next Bloom Wealth in 2022, she worked at Copper Financial Network LLC and CommunityAmerica Credit Union. Next Bloom Wealth serves individual and high-net-worth clients with investment management and financial planning, employing a primarily passive asset allocation approach supplemented by active strategies through outside managers and model portfolios. The firm offers additional services such as tax preparation and estate-planning support, managing approximately $28.5 million for 37 clients.

Next Bloom Wealth takes a team-based approach to financial planning and investment management. My partner, Ashley Dickson, and I have worked together for the past 8 years. The Next Bloom team offers two perspectives, with the objective of helping our clients reach their goals. We believe that two sets of ears are better than one. We take a goals-based approach during the accumulation phase and shift to cash flow planning as our clients transition into retirement. Our comprehensive planning services often include tax planning and analysis, estate planning, risk management/insurance, investment allocations, social security/Medicare planning, cash flow analysis, budgeting, education planning and debt management. We recognize that each client has different needs, and we tailor our planning priorities to efficiently address our clients planning objectives. Our services are best for those looking for a long-term relationship with a financial planner that can support you through each phase of life. We manage our client’s investments, meet regularly, and provide a collaborative living financial plan. Visit us at https://nextbloomwealth.com for more information.