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Principal, Wealth Advisor

Steve Goldbloom

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Steve Goldbloom

About Steve

Steve has been helping retirees and those nearing retirement secure their financial futures since 2005. He operates under a strict fiduciary standard, emphasizing an honest approach rooted in 100% transparency, client education, and "Wealth Preservation for Generations to Come." Before founding Goldbloom Wealth Management, Steve spent over 20 years as a leader in the international barter and trade industry. His professional insights have been featured on the "CBS Evening News with Dan Rather," and he has been recognized as a “Financial All-Star” by USA Today and a “Financial Trendsetter” by Newsweek. Steve lives in Washington and affectionately refers to his diverse, multi-cultural household as “The UN,” where he enjoys life with his wife, Eden, and their four children. He is an avid traveler and a practitioner of gratitude-based living, a philosophy he holds dear after a life-changing close call at the Twin Towers on September 11, 2001.

FAQs

  • What’s the first step to getting started, and what should I expect during our first conversation?+
    Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
  • As a fiduciary, how are your investment incentives legally aligned with my personal success?+
    Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
  • How does your proprietary technology enhance, rather than replace, human investment expertise?+
    Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
  • How do I know my information and my wealth are safe on Farther’s platform?+
    Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
  • How do you coordinate my entire financial life — from taxes and estate planning to my complex investments — in one place?+
    Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.

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