We’re excited to welcome Emily Sims to Flourish Wealth Management as our Client Service Associate. With more than 15 years of experience in the financial services industry, Emily brings a thoughtful, organized approach to supporting both clients and advisors. She will work closely with our Wealth Management Team, helping clients navigate account openings, money movements, account paperwork, and the many ongoing details that are part of our clients’ financial lives. For Emily, great client service...

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...

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...