Navigating Life's Objectives with Financial Expertise

Let's Write the Next Chapter in Your Money Story.

At our core, we prioritize the essential aspects of personal and financial wealth, helping our clients gain confidence in reaching their greatest aspirations.

FINANCIAL EMPOWERMENT FOR ALL LIFE'S GOALS

Engage. Empower. Flourish.

We integrate the personal and technical sides of money to help you achieve your financial goals and your personal aspirations. Take the first step toward financial freedom.

Cultivate Wealth and Flourish

Clarity. Confidence. Financial Empowerment.

Flourish Wealth Management specializes in crafting financial plans that harmonize your values, goals, and resources. Join us on a path to fulfillment and success.

Financial Empowerment for All Life's Goals

We believe that the right financial plan goes beyond money – it reflects what you truly value and leads to fulfillment.

We recognize that each client is unique, and our approach centers on providing personalized wealth management and investment solutions that align with your values and goals. Taking the time to understand your aspirations, resources, and dreams, we combine this knowledge with our expertise to create exciting possibilities for your future.

Let’s embark on this journey together – a place where you can truly Flourish!

What We Offer

We align goals and financial resources to provide confidence and peace of mind. Our services work together to help our clients move toward their financial goals as part of the Flourish Experience™.

Wealth Management

It is important for us to get to know each client’s values, aspirations and resources. This is the fun part of our planning, because each client brings unique goals and opportunities. 

Investment Management

Once we understand client aspirations and define the appropriate level of risk, we determine the best investment allocation to achieve those goals. This is a truly integrated approach.

Investing with Purpose

We strive to align our clients' investments with their values by utilizing Socially Responsible Investments (SRI) and Environmental Social Governance (ESG).

Aligning Assets & Values

We focus on what is most important as we align the critical components of personal and financial wealth, so that our clients enjoy a greater sense of confidence in their ability to achieve their highest aspirations. 

EQ + IQ = Wealth

EQ + IQ = Wealth

We ask thought-provoking questions that discover the emotions, unique history, fears, and behaviors that form one’s money beliefs to maximize both personal and financial resources so our clients can live the best possible life.

Meaningful Money Conversations

Meaningful Money Conversations

We have collaborative, necessary, and sometimes uncomfortable conversations with our clients and the key people in their lives so they can make the best financial decisions.

Expertise in Transitions

Expertise in Transitions

We help individuals and their families successfully navigate the many planned and unexpected transitions in life, including inheritance, divorce, death, and retirement.

Planning is not a one-time endeavor, but rather an ongoing process and partnership customized to meet life’s changes.

Meet our exceptional team of dedicated professionals who are fully committed to assisting you in realizing your financial aspirations.

Kathy Longo, CFP®, CAP®, CDFA®

FOUNDER & PRESIDENT

Jay E. Pluimer, AIF®, CIMA®

DIRECTOR OF INVESTMENTS

Kate Mueller

CLIENT SERVICES ASSOCIATE

Grant Shaffer, MPAS, CFP®

WEALTH MANAGER ASSOCIATE

Jayden Shultz

INVESTMENT & WEALTH MANAGEMENT ASSOCIATE

ARE YOU READY TO FLOURISH FINANCIALLY?

Flourish Financially: Values, Transitions, and Big Conversations

The right financial plan isn’t just about the money—it is a reflection of what you value most, and it’s a path to fulfillment. Flourish Financially will help you start productive conversations about money with those closest to you in order to create a plan that is best for everyone.

Flourish Perspectives

Learn more about Flourish through our thought leadership and perspectives with tools and resources that guide your path to Flourish!

Kathy Longo

When was the last time you sat down with your family and had an open, meaningful conversation about finances? If you’re like most people, the topic of money can feel uncomfortable, leading to avoidance or surface-level discussions that never quite get to the heart of the matter. Here’s the truth,

Kathy Longo

Discussing finances with your aging parents can feel like walking on eggshells. It’s one of those topics—along with health and retirement—that often remains unspoken. However, these conversations are important for understanding their financial situation and planning for the future. Avoiding the conversation may seem easier in the short term, but

Kathy Longo

When it comes to preparing your family’s future, estate planning often stands as the foundation of financial prudence and generational success. Imagine the reassurance of knowing that your loved ones will be looked after, your hard-earned assets protected, and your legacy carried forward seamlessly. Thoughtful estate planning involves more than

Flourish Podcasts

Whether you’re looking to improve your financial literacy, gain investment wisdom, or learn how to navigate economic uncertainties, our financial podcasts serve as an accessible and convenient resource, empowering individuals to make informed decisions and build a solid financial foundation for the future.

THERE'S NO TIME LIKE THE PRESENT

It's never too late to take the first step or get a second opinion.

We offer a complimentary “Get Acquainted” call to learn more about your financial planning needs and share information on our firm to see if our services are right for you.

Kathy Longo Recognized as One of Money’s Best Financial Planners of 2024

Honored for High Marks in Qualifications, Trust, Services, and Customer Service

We’re proud to announce that Kathy Longo has been named one of Money’s Best Financial Planners for 2024. This recognition highlights her dedication to providing personalized financial advice and building lasting relationships with her clients.

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