Sechrest & Bloom

Sechrest & Bloom

Sechrest & Bloom, LLC was founded in 2003 and operates as an intellectually driven CPA and wealth management firm in Acton, Massachusetts. Managing Principal Jarod J. Bloom established the firm as an independent, fee-only Registered Investment Adviser that provides a fiduciary standard of care. Its wealth management arm, Sechrest Financial Services, LLC, advises individuals, corporations, and other entities on a non-discretionary basis, bundling these services with the tax planning and compliance work of its CPA practice. The firm’s strategy centers on four service lines: individual tax preparation, business tax planning and outsourced controller services, trust and estate planning, and wealth management. Its planning approach is tax-centric, leveraging in-house CPAs to address choice of entity, asset protection, charitable planning, and elder care. The dual CPA-RIA structure means investment advice and portfolio management are delivered directly alongside the annual tax cycle, a configuration that embeds financial planning into cash-flow and tax-exposure decisions. Sechrest & Bloom lists four professional team members: Jarod Bloom, Jennifer Aufiero, Jodie Tang, and Katherine Kiezulas, all holding CPA or QuickBooks certifications. The firm is headquartered at 526 Main Street in Acton. No additional offices or satellite locations are disclosed, and the firm has not reported any new fund launches, acquisitions, or team expansions in the past 24 months. Recent activity is limited to ongoing operation of its integrated tax and advisory model, which requires no regulatory event disclosure beyond standard RIA filings. The structural differentiator is the firm’s operational fusion of a CPA practice with a fee-only RIA. Rather than constructing portfolios in isolation, the firm reviews investment decisions in the context of a client’s real-time tax profile and estate plan, giving it a planning breadth that a standalone wealth manager or a tax-prep-only office cannot replicate for its core client base.