Flourish Wealth Management Named One of the Top Rated Financial Advisors in Minnesota | 2018

Flourish Wealth Management AdvisoryHQ Award 2018

We are very pleased to announce that for the third year in a row Flourish has been awarded as one of the top-rated financial advisors in Minnesota by AdvisoryHQ!

According to AdvisoryHQ the following are key factors that enabled Flourish Wealth Management to Rank as a Top Wealth Management Firm in Minneapolis:

Independent, Fee-Only Advisor

Flourish Wealth Management is an independent, fee-only wealth management firm in Minneapolis and nearby suburbs. As such, the firm’s advisors do not receive referral fees, commissions, or other forms of compensation from third-parties, which lets the company independently evaluate the merits of products and services it recommends to its clients. As an SEC-registered investment advisory firm in Minneapolis, Flourish Wealth Management acts as an investment fiduciary to its clients. This puts a binding legal responsibility on the firm and its advisors to always act in the best interest of clients.

Women’s Wealth Management Needs

As one of the best financial planners in Minneapolis, Flourish Wealth Management offers a unique set of investment and wealth management and advisory services that focuses on the needs of female clients. From women in transition (separations, divorce, loss of a loved one), to female executives and independent business owners, Flourish Wealth Management has built its advisory capabilities to address distinctive financial needs of women. Some of the unique financial challenges faced by women include:

  • Women earning less over their lifetime due to wage disparity
  • Taking time away from work to care for children or aging parents
  • Women have longer life expectancies, making planning for retirement challenging in comparison with men

Flourish Wealth Management is a great resource for clients that prefer a boutique, in-depth, and personalized approach to financial planning and wealth management. What makes these financial advisors in Minnesota particularly compelling is their focus on providing women’s wealth management services, acknowledging that wealthy and professional women have entirely unique financial concerns and challenges.

With over two decades of experience, Flourish Wealth Management brings a wealth of industry experience and an innovative approach, earning the firm a full 5-star rating among the best financial advisors in Minneapolis.

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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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