One hour or less can make you $100,000 wealthier or more.

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Value Proposition: Owners

20-50% more wealth through tax savings, estate planning, and financial planning, or our work is free.

Value Proposition: 401(k) Plans

20-50% increase in positive employee outcomes through financial planning as an employee benefit, or our work is free.

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Billy Amberg - Founder

Relevant Experience is Critical When Serving Business Owners as a Financial Advisor.

Facilitating Business, Owner, and Employee Goals for 10+ Years as a Financial Advisor.

Multiple Exits, Including a 50+ Employee Oilfield Services Company.

Multiple Companies Purchased, Including Several SaaS Companies.

Financial Services Industry Veteran. Ex Morgan Stanley.

Recovering Investment Banker and Deal Junkie ;)

Real, Lived Experience as a Business Owner. Don't settle for an advisor. You deserve a partner.

Real understanding of the joys and pains of operating a business. I've been there. I've felt the pain of potentially not making payroll. I get it.

Walked down your path. I know where you have been, what is coming, and how you can set your business and personal finances up for success.

Don't settle for just an advisor. Settle for a partner who has lived what you are going through and can get you where you want to go.

I believe in cranking the volume to 11 with the action I take for clients and the community. What can you do to be unreasonably awesome?

Clients receive a hand-made baseball bat with firm colors, logo, and initials inscribed as an onboarding gift.

I regularly visit client businesses for weeks at a time to make myself available to the owner, management, and employees for one on one meetings. I can work anywhere there is internet.

My priorities: Husband > Father > Friend > Bloomwood

billy@bloomwoodcapital.com
O: 404.500.6836
C: 803.530.4558

Disclosures

"We are value creators and have always believed in spending a small amount of our time and effort to have an outsized impact on others, regardless of the certainty of profiting from the exchange.

We have been zealous with paying it forward throughout our careers, and it is critical to our ability to consistently bring on clients that will be with us for a lifetime.

We help until it hurts because we would rather have champions for our cause than mere allies. A core component of our value proposition is the “spend a little, gain a lot” mentality that helps our targets, clients, and investors succeed in all aspects tangent to our business.

Regardless of the trappings of high finance, we are people helping people.

We cannot ever forget that."

- John William "Billy" Amberg, II, Founder