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, 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...

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...

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...

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...

Investopedia has officially chosen our founder Kathy Longo CFP®, CAP®, CDFA® as one of the top 100 Financial Advisors and one of the Leading Women Advisors for 2023! Her dedication to enhancing financial literacy and empowerment is truly commendable, and we couldn’t be more thrilled that her hard work has garnered national recognition. The Investopedia 100 is now in its seventh year and continues to honor financial advisors who are making substantial contributions to crucial...