Your Aspirations. Our Expertise.

FINANCIAL EMPOWERMENT FOR ALL LIFE'S GOALS

Personalized Planning

The right financial plan isn’t just about the money—it is a reflection of what you value most, and it’s a path to fulfillment. At Flourish Wealth Management we understand that each client is unique, so we deliver individualized wealth management and investment solutions - aligning financial resources with values and goals. We take the time to get to know our clients, their goals, aspirations, and resources. This knowledge, combined with our expertise, creates exciting possibilities for the future. It's a place to Flourish!

"Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort."

Aligning Assets & Values

Planning is not a one-time endeavor, but rather an ongoing process and partnership customized to achieve financial goals through the unpredictability of life and complexity of financial decisions.  We offer fresh insights and perspectives as we work with clients to identify and build a plan to achieve their immediate and long-term goals. We focus on what is most important as we align the critical components of personal and financial wealth, so that our clients enjoy a greater sense of confidence in their ability to achieve their highest aspirations. 

Wealth Management Services

It is important for us to get to know each client’s values, aspirations and resources. This is the fun part of our planning, because each client brings unique goals and opportunities.

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Investment Management Services

Once we understand client aspirations and define the appropriate level of risk, we determine the best investment allocation to achieve those goals. This is a truly integrated approach.

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Investing with Purpose

We seek opportunities to fully align our clients’ investments with their personal values. The use of Socially Responsible Investments (SRI) and Environmental Social Governance (ESG) is an important opportunity to put investment dollars behind important themes that can influence the future while making a profit.

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Flourish Perspectives

Learn more about Flourish through our thought leadership and perspectives with tools and resources that guide your path to Flourish!

Flourish Blog

Original Articles

Flourish Insights

Thoughts on the Market

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Meet Our President & Founder

Kathy Longo

CFP®, CAP®, CDFA
President & Founder

Kathy Longo brings over 25 years of expertise and experience to Flourish Wealth Management. Kathy is wholly dedicated to improving the life of each client and finds joy in making complex matters simple and easy to understand. She excels at asking the right questions, uncovering new possibilities and implementing the most advantageous strategies for success. Playing such a pivotal role in her clients’ lives remains an honor and a privilege. After earning a degree in Financial Planning and Counseling from Purdue University, she began her career at a small firm in Palatine, Illinois where she worked directly with clients while learning to build a viable, client-centric business. Over the years, she gained extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager and business owner at notable, various sized companies in both Chicago and Minneapolis.

THERE'S NO TIME LIKE THE PRESENT

Let's Schedule a Discovery Call

We look forward to learning about your financial goals and working together to help you realize those dreams. We offer a complimentary "Get Acquainted" call to learn more about your financial planning needs and share information on our firm to see if our services are right for you.

Contact Us

  • 3300 Edinborough Way
    Suite 420
    Edina, MN 55435
  • PHONE: 952.392.4474
  • FAX: 952.953.3310