Flourish Receives Prestigious National and State Recognition

RIA Rankings Data Awards Firms Achieving Fast Growth

FWM RIA edge general announcement 1

We have some exciting news to share, and it wouldn’t be possible without each and every client who has chosen to put their trust in us on their journeys to financial and personal fulfillment.

WealthManagement.com, RIA Edge, and Discovery Data have published their Registered Investment Advisory firm rankings, and we are gratified to announce that Flourish Wealth Management has been recognized in two exciting areas:

  • One of the fastest-growing Registered Investment Advisory (RIA) firms in Minnesota
  • One of the fastest-growing women-owned RIA firms in the country

The rankings data showed that Flourish currently ranks 13th in Minnesota and, moreover, has attained a rank of 33 among all women-owned RIA firms in the United States.

It is gratifying when hard work pays off, and we are certainly celebrating these achievements – though we know we didn’t get here alone. It’s not easy to trust someone with your financial future, and we are grateful for each client who has put their faith in us as we work together to help them achieve their financial and life goals.

Although Flourish is growing, please know that personalized planning remains at the core of our mission. We know that financial planning is about far more than money – it’s a reflection of what we as individuals value most, as well as a path to fulfillment. We are committed to providing each client with a plan that serves their unique needs now and into the future.

If you’re not working with us yet but you think you’d like to, schedule a discussion with us to see if we might be a good fit. And, if you’re interested in learning more about the WealthManagement.com, RIA Edge, and Discovery Data rankings project, you may do so here.

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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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