Mark L. Blom, CFP®

Managing Director, Senior Wealth Manager

Mark is a CERTIFIED FINANCIAL PLANNER™ professional and his main responsibilities include managing and monitoring client portfolios, researching and monitoring our mutual fund investments, financial planning and reviewing portfolios with clients. Prior to joining our team, Mark was involved in portfolio and wealth management at Charles Schwab & Co. and Clarity Financial, LLC.

Mark earned a bachelor’s degree in Business Management from Central College.

Outside of my professional career I am passionate about:
I am passionate about living life and fully engaging in many activities; tennis, pickleball, working out, family, yard work, photography, and football.

What drew you to the wealth management industry?
What drew me into wealth management was being able to work in an industry that centered on investing and having your money working for you.

What is the most rewarding part of being a BFSG Team Member?
The teamwork, collaboration, and being around great people.

The one word or phrase that best describes me is:
The word that best describes me would be Disciplined.

What’s the best piece of advice you have ever been given and how might this apply to your role here at BFSG?
Work hard and do the right thing even when no one is watching.

Investment Management

Comprehensive Investment Strategies.

Our investment philosophy is rooted in experience and knowledge, executed through rigorous processes, and driven by an understanding of your unique needs and financial goals. We recommend strategies that make sense for your needs.

This commitment inspires our process-driven approach, through which we carefully craft a diverse mix of investments within each portfolio to promote long-term capital growth.

After creating your initial portfolio, we continuously monitor risk metrics to help you stay on track and maintain open lines of communication to keep you informed every step of the way. And if your financial goals change, we’re ready to adapt with you.

Throughout the investment process, we aim to inform and empower our clients, fostering collaborative decision-making along the investment journey. From beginning to end, we partner with you to create, guide, and serve your unique wealth journey.

How do we decide what portfolio is best for you?

We get to know you, your goals, and needs.

*Please Note: Limitations. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by BFSG) will be profitable, equal any historical performance level(s), or prove successful.