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
Flourish Wealth Management has been listed as one of the best financial advisory firms in Minneapolis for 2023! Expertise.com finds and reviews the top service professionals in over 200 industries across the U.S. Each month, they research more than 60,000 businesses to help customers find the best-qualified professional for their
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 <a target="_blank"
While women control some $10 trillion in assets at the moment, the financial advisory industry remains dominated by men. A byproduct of this is that many women feel ignored – or worse, patronized – when meeting with financial professionals. Kathy Longo addresses this issue and related financial planning
Being a business owner has its challenges, and learning to delegate and let go is one of the biggest ones I face. It can be tough to entrust someone else with managing certain aspects of the business, especially when they don’t share the same level of knowledge or passion as
Professional development is a cornerstone of our continued effort to best serve our clients, and in that vein, we are pleased to share that Jay Pluimer, our Director of Investments, has recently completed the CFA Institute Certificate in ESG Investing. Earning this Certificate will enhance Jay’s ability to
Podcasts
Listen to Flourish Financially with Kathy Longo on your favorite streaming service
