Services
What WE Offer
At Bledsoe Asset Management, we provide more than financial advice—we build strategies that empower you to make confident decisions about your future. Every service we offer is guided by a fiduciary duty to put your interests first, with transparent recommendations tailored to your unique circumstances. Whether you’re planning for retirement, managing investments, or seeking clarity around complex financial choices, our team is here to help you navigate every stage of life with confidence and clarity.
Financial Planning
Our financial planning services take a holistic approach to a client’s financial situation.
Our team of professionals work together to design and implement plans that focus on defining and pursuing a client’s financial goals throughout their life.
Investment Advice
We work directly with our clients to gain a thorough understanding of financial goals, risk tolerances, and return expectations in order to customize a Financial Plan that serves as the guide to implement any investment plan.
We are not tied to any particular investment products and are held to the highest standard of care.
Portfolio Management
Our portfolio management services are based on a percentage of assets under management.
Our clients give us the discretion to make the investment decisions for them. The strategies we use are individually tailored for each client’s goals, time horizon, and risk tolerance.