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

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.

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Kathy Longo Recognized as One of Money’s Best Financial Planners of 2024

Honored for High Marks in Qualifications, Trust, Services, and Customer Service

We’re proud to announce that Kathy Longo has been named one of Money’s Best Financial Planners for 2024. This recognition highlights her dedication to providing personalized financial advice and building lasting relationships with her clients.

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