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

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

Flourish Wealth Management has been listed as one of the best financial advisory firms in Minneapolis for 2023! 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 clients and

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 tips for

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

Join Our Mailing List

Stay up to date on all things Flourish!

Flourish is Ten Years Old!

A decade ago, we embarked on a journey to empower and serve you with values-based financial planning. In 2024, we celebrate our 10th anniversary with immense gratitude for your trust and support. Here’s to many more years of flourishing financially, together!

Skip to content