Next Bloom Wealth

Next Bloom Wealth is a business consultant in Gladstone, Missouri. The firm provides personalized financial planning and tax-focused wealth management services designed to help clients achieve long-term growth and financial confidence. Their expertise includes investment management, proactive tax planning to protect wealth, and tailored strategies to align assets with unique life goals.

The firm is led by Ashley Dickson, a CERTIFIED FINANCIAL PLANNER™ who utilizes a relationship-driven approach to help clients uncover the purpose behind their financial objectives. She works alongside Alex Borgardts, a CPA and Personal Financial Specialist who brings a technical, tax-focused perspective to the planning process. Utilizing the PlanFirst™ process, the team acts as fiduciaries to provide comprehensive services that include investment management and advanced tax strategies to safeguard financial legacies. Their client journey begins with introductory and discovery meetings to understand individual challenges and create organized, evolving financial plans.

Located on N Locust St C208, the office is situated near the Northland Innovation Campus and Oakhill Day School. The business is a short drive from the Gladstone City Hall and the local police station, and it sits just a fraction of a mile from Linden Square and North Oak Trafficway.

Next Bloom Wealth is recognized for its professional and trustworthy service, earning a 5.00 rating from clients who value the team's organized approach and ability to alleviate financial stress. The firm is known for its commitment to building long-term partnerships rooted in expertise and empathy.

Next Bloom Wealth provides dedicated, tax-efficient wealth management for individuals seeking a secure financial future in Gladstone.