Flourish Wealth Management Named One of the Best Financial Advisory Firms 2023

Flourish Wealth Management has been officially selected by USA Today as one of the best Financial Advisory Firms of 2023!

USA Today’s list of best financial advisory firms was determined based on two dimensions:

Peer/Client Recommendations: The recommendations were collected via an independent survey sent to over 20,000 clients and financial advisors.
Growth of Assets under Management (AUM): The development of AUM was analyzed both, short (12 months) and long-term (5 years) based on publicly available data.

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.

Flourish Wealth Management

Author Archive

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.

Raising Financially Confident Kids: Conversations That Shape Lifelong Habits

M When many people think about teaching children about money, they picture lessons on saving, budgeting, or spending wisely. While those skills are certainly important,...

Money and Marriage: How to Navigate Financial Dynamics with Compassion and Clarity

Money is one of the most common sources of stress in relationships, yet conversations about finances are often about much more than dollars and cents....

From Success to Fulfillment: Turning Financial Goals into a Meaningful Life Vision

We spend a great deal of time planning for financial success. We spend far less time asking what success is supposed to give us. Not...

Aligning Wealth with Purpose: Designing a Financial Plan That Reflects Your Values

There’s a question that doesn’t come up often enough in financial planning conversations: What does this money mean to you? Not what return you’re hoping...

Money and Mental Health: Understanding the Connection Between Emotions and Finances

When we talk about money, it’s easy to focus on the numbers — budgets, savings goals, investment accounts, and long-term plans. But if you pause...

Women and Wealth: Redefining Financial Independence with Confidence and Clarity

Conversations around women and wealth have shifted meaningfully over the past several decades. More women are participating in financial decision-making, building careers and businesses, managing...

Flourish Wealth Management Named One of the Best Financial Advisory Firms 2023

Flourish Wealth Management

Share This Post

Subscribe To Our Newsletter

The Importance of Designating Beneficiaries

Raising Financially Confident Kids: Conversations That Shape Lifelong Habits

Money and Marriage: How to Navigate Financial Dynamics with Compassion and Clarity

From Success to Fulfillment: Turning Financial Goals into a Meaningful Life Vision

Aligning Wealth with Purpose: Designing a Financial Plan That Reflects Your Values

Money and Mental Health: Understanding the Connection Between Emotions and Finances

Women and Wealth: Redefining Financial Independence with Confidence and Clarity

Listen to Flourish Financially on Your Favorite Streaming Service

Now with Locations in:

Who We Are

Services

Resources

Clients

Contact

Flourish Financially with Kathy Longo

Join Our Mailing List