We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
4 Generations Wealth Management is an Investment Strategies team formed by Michael J. Blomberg, founded and grown with the underlying principle that this is a relationship business, and these are families that we are entrusted to serve, across their families, as their family tree grows. Mike B. has been a Financial Advisor since 1986 and Mike F. has been in the financial industry since 2012 and served as a financial markets and investments expert.
Our business is built on a foundation of thoughtful client relationships. Regardless of your life stage, income or goals, we can work with you to create a financial plan to help you manage your short-term needs, long-term goals and work toward meeting your financial aspirations. Let us focus on helping you pursue those targets through the noise of the media and volatility of the markets, so you can focus on living life with your loved ones!
In-depth analysis to uncover your needs, wants, wishes and how you envision life for you and your loved ones.
After evaluating, we reverse-engineer into customized strategies that put you on the best path towards your goals.
Our comprehensive financial management means we're ready to adapt to your every need through any change life may bring.
LPL Financial Advisor
Mike has over 35 years experience in the financial services industry and has earned the Certified Mutual Funds Counselor designation. He works with clients to identify personalized financial strategies including tax-sensitive planning, retirement accumulation, distribution and estate planning to strive to ensure wealth is passed efficiently and cost effectively to the designated people or organizations in the manner and time desired.
In his spare time, Mike enjoys photography, working on his classic cars, and traveling. Mike is an avid Chiefs and Royals fan.
Mike has over 12 years of experience in the financial services industry and early in life he served in the US Army as a Surgical Technician. Mike works closely with his clients and their families to identify their life goals and who they share those with, planning out their needs, wants, wishes across their family generations. Once the life plan is laid out, he will seek to help solve for that by reverse-engineering into the financial strategies that appropriately fit their goals, including Tax-sensitive planning, retirement accumulation, distribution & estate planning, educational funding, gifting and philanthropy, all to plan so that wealth is utilized and passed efficiently and effectively to the designated people and/or organizations in the manner and time desired.
In his spare time, Mike enjoys spending time with family, attending various sporting events (soccer, softball, basketball) of his daughters in the KC area, volunteering for the charities he is part of, mainly Fore The Kids KC which helps children with mental health issues, depression, anxiety, suicidal risks and beyond. Mike loves to snowboard or go boating on the lake, likes to travel to new places and experience different cultures and food, and getting some exercise whether at the gym or on the pickleball courts.
Client Experience & Operations Manager
Lindsay has been a part of the team since 2015. She oversees marketing strategies and technologies that focus on customer engagement, satisfaction, and experience, as well as account paperwork and processing. Lindsay enjoys spending time with her son Cole, listening to live music, and traveling anywhere warm.
Dylan is our Insurance Specialist, and has worked for the company since July of 2022. Outside of work, Dylan enjoys golfing, hunting, fishing, and watching the Chiefs and Royals.
Sheila has been Mike’s office manager since 2001. Her key role is making sure the office runs smoothly. She is the mother of two sons and the grandmother of twin granddaughters. When time allows, she loves to travel and scuba dive.
I would like to express my thanks for the financial planning work that Michael Blomberg and his associates have done for me over the last three years. He came highly recommended to me by a family member and a very good friend. Mike, as well as the other people in his office, have always been very attentive, friendly and helpful and always got back to me in an exceptionally timely manner. The first time I met Mike I could tell he was very knowledgeable in the area of finance. Three years ago my husband had just passed away. Mike was compassionate but then started inquiring about my needs and my goals with the money my husband and I had saved and invested through the years. I almost immediately felt that Mike was a man that could be trusted. I have continued to feel that way through the past three years. He makes sure he communicates often about how my investments are progressing. I so appreciate working with Mike and his associates and believe that he always takes my best interest into consideration.
Dick & Debbie Giddings
Mike and his team have been our financial advisors for 35 years. He has monitored our investments and recommended strategic changes based on financial, legal and economic information. His knowledge and advice have allowed us to plan and save for our retirement.
Mike & Kristie Agee
Mike and I would love to thank you and your team for our continued relationship with 4 Generation Wealth Management. You have absolutely taken the worry out of our retirement! We so appreciate all the innovative ways you’ve been able to grow our portfolio during both the ups and downs of the financial market. Your team provides a terrific line of open communication with scheduled meetings, phone calls, birthday recognitions and very fun celebrations with informative presentations. Your timely responses to our queries and questions add an element of calm to our relationship! We’ve decided you aren’t just a financial wizard, but a trusted and valued family friend to not only my parents, but also to my brother and our children! We are working on that 4th generation! It boils down to our trust in you and the longevity of our family relationship. So, we thank you - and sincerely hope you stay working for many years to come!
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