Flourish Wealth Management Listed as One of the Best Financial Advisors in Minneapolis

Flourish Wealth Management Listed as One of the Best Financial Advisors in Minneapolis

Flourish Wealth Management has been listed as one of the best financial advisory firms in Minneapolis for 2023!

Expertise.com finds and reviews the top service professionals in over 200 industries across the U.S. Each month, they research more than 60,000 businesses to help customers find the best-qualified professional for their needs. Their selection process involves reviewing businesses on:

  • Their availability and service areas.
  • Their accreditations, awards, and licenses.
  • Their average review score and volatility of their ratings.

You can find more about the expertise.com selection process here.

We are so honored to have been chosen and look forward to continuing to serve our clients by focusing on what is most important as we align the critical components of personal and financial wealth so that our clients can enjoy a greater sense of confidence in their ability to achieve their highest aspirations.

Share This Post

Subscribe To Our Newsletter

The Importance of Designating Beneficiaries

When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.

Ever wonder why some money decisions feel harder than others? Building financial confidence often begins with mindset, not math.

The Psychology of Financial Confidence: Building Habits That Support Your Goals

When people talk about financial confidence, they often picture someone who has it “all figured out” — organized spreadsheets, clear goals, and decisive money moves....

Thinking about your financial goals for 2026? A year-end review can highlight what’s working and what may need attention.

Closing the Year Right: Reviewing and Adjusting Financial Goals for 2026

As the holiday season arrives, life tends to get wonderfully full – celebrations, travel, family traditions, and moments of reflection. It’s also the perfect time...

Financially thoughtful gifting focuses on meaning, not just money. A little planning can go a long way this season.

Financially Thoughtful Gifting: Meaningful Holiday Giving Without Financial Stress

The holidays have a way of bringing out our most generous instincts. We want to surprise, delight, and show up for the people who matter...

Making thoughtful financial decisions means taking time to understand what matters most before you act.

The Value of Making Thoughtful and Informed Choices in Your Financial Strategy

When it comes to building a financial life that reflects your goals and values, every decision matters. From how you approach investing to the way...

Feeling behind on saving for retirement? It’s not too late. Learn how to catch up on retirement savings.

How to Catch Up on Retirement Savings: Strategies for Late Starters

If you’ve reached your 40s or 50s and feel like you’re behind on saving for retirement, you’re not alone. Many people find themselves in the...

Start navigating catch-up contributions and see how extra savings opportunities can help prepare you for the years ahead.

Navigating Catch-Up Contributions: Retirement Savings After Age 50

Planning for retirement often feels like a marathon, not a sprint. For many people, the years leading up to age 50 are filled with juggling...

Who We Are

Services

Resources

Clients

Contact

Flourish Financially with Kathy Longo

Join Our Mailing List

Stay up to date on all things Flourish!