In the News

We’re proud to announce that Grant Shaffer 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

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

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! 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 clients and