• 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

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.

Our Services
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.

SCHEDULE A CALL
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.
 
WHO WE SERVE
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.

Our Services
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.

SCHEDULE A CALL
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.
 
WHO WE SERVE

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

Stephanie Temporiti

WEALTH MANAGER

Jay E. Pluimer, AIF®, CIMA®

DIRECTOR OF INVESTMENTS

Kate Mueller

CLIENT SERVICES ASSOCIATE

Grant Shaffer, CSRIC®, CFP®

ASSOCIATE WEALTH ADVISOR

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

Spring isn’t just a time for cleaning out the cobwebs in your home—it’s also the perfect opportunity to sweep through your finances and set the stage for a strong retirement. As we age, financial security becomes increasingly paramount. By taking the time now to organize and optimize your financial strategies,

Kathy Longo

Financial literacy is a crucial skill for navigating life’s financial challenges, yet it is often overlooked in traditional education. As we observe Financial Literacy Month, the importance of instilling financial wisdom from a young age cannot be overstated. For parents, the responsibility of teaching children about money management offers a

Kathy Longo

April is Financial Literacy Month, and in an era defined by rapid financial evolution and complex economic challenges, the pursuit of financial knowledge and empowerment is more important than ever. The ability to understand and effectively use various financial skills, including personal financial management, budgeting, and investing, is the cornerstone

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.

Welcome to our brand new site!

We are delighted to present our new website, featuring an array of updated content and enhanced features.  Have a look around and let us know what you think. Your feedback helps us cultivate a better online experience.

Flourish is Ten Years Old!

A decade ago, we embarked on a journey to empower and serve you with values-based financial planning. In 2024, we celebrate our 10th anniversary with immense gratitude for your trust and support. Here’s to many more years of flourishing financially, together!

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