Kathy Longo, Founder & President of Flourish Wealth Management, has been named by Money Magazine as one of the 30 best women financial planners in the U.S. The honorees were announced on July 10 on Money.com.
According to Money Magazine, this honor is given to highly qualified, customer-centric financial advisors who serve clients of all backgrounds. Whether you need comprehensive financial planning or niche expertise for a life transition, these financial experts are well-equipped to help you live a richer life.
“I am honored to appear on this list with so many talented, hard-working women planners. The work we do is gratifying, and it’s a genuine honor and privilege to be a trusted guide on a client’s financial journey,” says Kathy. “I am passionate about this work and about helping my clients flourish in every sense of the word.”
You can view Money Magazine’s announcement and the full list of honorees here.
The 2025 list of Best Financial Planners (“Best Planners List”) is a collaborative effort of the Financial Planning Association (“FPA”) and Money intended to highlight financial planning professionals independently determined to possess the baseline skills, experience, and expertise most valued by clients who seek professional financial planning advice. The appearance of Kathy Longo in the Best Planners List should not be construed to be a promise of any investment result or an endorsement of Kathy Longo or Flourish Wealth Management by FPA, Money, or any current or former client of Kathy Longo or Flourish Wealth Management. Likewise, the Best Planners List is not representative of the experience of any current or former client(s) of Kathy Longo or Flourish Wealth Management. Clients and prospective clients should also consider that participation in the Best Planners List was limited only to CFP® professional members of FPA in good standing and did not include the entire universe of licensed financial planning professionals.
As part of applying for consideration to be included in the Best Planners List, Kathy Longo responded to a questionnaire that was made available exclusively to all CFP® professional members of FPA in good standing. Approximately 1,006 FPA members responded to the questionnaire and were eligible to be included in the Best Planners List. The questionnaire was designed by FPA and Money to explore critical factors central to the financial planner-client relationship. It was informed through discussions with practicing financial planner professionals, empirical academic research, and a scoring system designed exclusively by Money. Data gleaned from the questionnaire resulted in the development of the Best Planners List, the results of which were not pre-determined or otherwise adjusted by either FPA or Money. Likewise, the Best Planners List was not determined based on a popular vote of the participating financial planner professionals or any clients or prospective clients.
While Kathy Longo pays an annual membership fee of $375 to FPA, payment of this fee and completion of the questionnaire did not guarantee or influence the probability of Kathy Longo appearing in the Best Planners List or of the placement of Kathy Longo within the Best Planners List. Further, Kathy Longo was not required to pay any fees or other compensation of any kind to Money or any other group to have the opportunity to be included in the Best Planners List. Except as described above, Kathy Longo is not affiliated with FPA or Money.
Various qualitative and quantitative criteria were considered in developing the scoring system for the Best Planners List, including each participating planner’s education, length of professional experience, level of ongoing training, disciplinary history (or lack thereof) and professional credentials. To capture aspects of the financial planning process that have traditionally been more difficult to evaluate, the scoring system further considered trust factors and client communication practices of participants in the Best Planners List by requiring them to quantify the importance they attach to such factors when working with their clients. To ensure objectivity in developing the Best Planners List and the scoring of participants, all self-identifying information of the participating planners was removed from questionnaire responses evaluated by Money. For more information on the methodology utilized to develop the Best Planners List, please visit https://money.com/best-financial-planners/methodology/
