In the News
Kathy Longo featured on Michael Kitces’ Financial Advisor Success Podcast for a Second Time
In this conversation with Michael, Kathy Longo reflects on the journey of Flourish Wealth Management and the intentional decisions that have shaped the firm’s evolution. She shares insights into partnership and succession planning, building a values-driven culture, and leading growth in a way that stays aligned with purpose. The discussion also explores Kathy’s approach to hiring, acquisitions, and long-term leadership development, along with lessons learned from navigating change and expansion over time. Her perspective highlights...
- Kathy Longo
Joey Fenwick Joins the Flourish Partnership
We’re excited to announce that Joey Fenwick has become a Partner at Flourish Wealth Management. Joey’s journey at Flourish has been marked by deep client dedication, strategic thinking, and a passion for aligning financial decisions with personal values. His transition into the partnership is a natural next step that honors his meaningful contributions over the past 5+ years as a Wealth Manager and reinforces our vision for shared leadership and long-term growth. This evolution reflects...
- Kathy Longo
Kathy Longo Named One of Money Magazine’s Best Women Financial Planners in the U.S.
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...
- Kathy Longo
Grant Schaffer Promoted to Wealth Manager at Flourish Wealth Management
We’re proud to announce that Grant Schaffer has been promoted to Wealth Manager at Flourish Wealth Management. Since joining our team, Grant has demonstrated a deep commitment to serving clients with thoughtfulness, clarity, and care. His dedication to helping individuals and families navigate the complexities of wealth and align their finances with their values has been invaluable. In his new role, Grant will continue to build strong relationships and provide comprehensive planning strategies that reflect...
- Kathy Longo
Flourish’s Kathy Longo Recognized as One of Money’s Best Financial Planners of 2024
We are thrilled to announce that Kathy of Flourish Wealth Management has been recognized by Money as one of the Best Financial Planners of 2024! This prestigious honor places her among a special group of just 80 financial planners nationwide, selected from over 1,000 applicants. Kathy’s dedication to her clients and her unwavering commitment to providing comprehensive financial advice has earned her this recognition. Money and the Financial Planning Association (FPA) conducted a rigorous evaluation...
- Flourish Wealth Management
Press Release: Flourish Wealth Management Celebrates 10th Anniversary by Giving Back
FOR IMMEDIATE RELEASE Flourish Wealth Management Celebrates 10th Anniversary by Giving Back Flourish Wealth Management is excited to announce the firm’s 10th anniversary and plans to celebrate by giving back to the community. The female-owned wealth management firm, founded in 2014 by financial advisor, author, and speaker Kathy Longo, is an independent boutique wealth management firm in the greater Minneapolis area. Flourish’s unique take on financial planning and wealth management means each client is encouraged...
- Kathy Longo
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