Congratulations to Michele Lenz for earning the CFP® designation!

michele lenz cfp

Michele Lenz joined the team at Flourish Wealth Management in late 2017 as Wealth Manager, working to directly support clients as they build long-term plans for the future. She graduated from the University of Wisconsin Madison with a Bachelor of Science in Personal Finance. Michele has remained dedicated to growing her financial planning knowledge and developing […]

Is Socially Responsible Investing the Right Route for You?

conscious capitalism

We have been talking to a lot of clients about ethical and impact investing lately. Opportunities to align investment dollars with personal values have become more available as investor demand has increased. It is now possible to effectively make investments that focus on the environment, sustainability, workplace disparities, or gender equality. In fact, from 2014 […]

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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