In 2009, Daniel founded Living Well Financial Group, a financial services firm dedicated to providing comprehensive financial planning coupled with investment advisory serves. More recently, Daniel desired to join a fee-only wealth-management firm focused on the same core philosophies of financial advice and passively-engineered investment management. Daniel will bring $25 million in assets under management and 32 clients with him. After the transition, Jentner Wealth Management will have 175 clients with $255 million of assets under its management.
“I’ve been in the industry for nearly two decades, and during that time I’ve seen so many firms who are lining their pockets and not working in the best interest of their clients. The most important criterion for me was finding a fee-only firm that is held to a fiduciary standard. I know my clients will be served well by Jentner Wealth Management because they are fee-only and do not receive commissions so they always have their client’s best interest at heart,” said Daniel Bloom, when asked about why he decided to join a larger firm.
Bruce Jentner, president of Jentner Wealth Management, said, “We are thrilled to welcome Daniel to the team and know that his commitment to personal client relationships, comprehensive financial planning and globally diversified investing will be a tangible benefit to our current and future clients.”
To support their new clients and Jentner’s growing client portfolio, Jentner has hired three new employees. Daniel will manage financial planning activities for clients of Jentner Wealth Management and will work closely with the firm’s other CERTIFIED FINANCIAL PLANNER™ professionals.
Jentner Wealth Management is a nationally recognized wealth-management firm based in Akron, Ohio, that seeks to preserve the financial legacy of clients in Northeast Ohio and across the United States, by offering fee-only financial planning and proactive, globally diversified investing. Founded in 1984, Jentner Wealth Management provides both financial planning and investment management to individuals, families and trusts. Jentner Global Management is a specialized division that provides institutions with investment portfolio management services, including portfolios customized specifically for endowments and foundations. Jentner’s proven, cost-effective investment strategy focuses on earning meaningful returns for clients over the long term while continually providing confidence in one’s investments, making for a successful investment experience.
For more information, please visit www.jentner.com or call 1-866-JENTNER.