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Flourish frequently uses investment strategies managed by Dimensional Fund Advisors (DFA) in client portfolios. DFA funds are not available directly to individuals but are limited to a select group of financial advisory firms like Flourish Wealth Management. We selected DFA based on our shared views about how to provide clients with the best possible investment experience. DFA’s investment strategies are based on Nobel Prize winning academic research that explains how markets really work and incorporates this approach to invest in a smarter way. We do not believe in “active” investing which attempts to beat the market by identifying mispriced stocks or forecasting the direction of the market; instead, we prefer the evidence-based approach from DFA that incorporates dimensions of risk (size, value, and profitability) to provide investment exposure. Their confidence in the capital markets allows them to think differently about investing, push the frontiers of innovation, incorporate a low cost approach, and provide a broad range of investment solutions to build a diversified portfolio for our clients.
Flourish Wealth Management partners with leading custodial financial institutions that provide extensive resources and allow us to provide a comprehensive service offering to each client.
We do not take custody of our clients’ assets. Instead, Charles Schwab serves as the custodian and the accounts remain in the client’s name. Charles Schwab provide us with the platform, products, programs and resources to serve our clients and grow our clients’ wealth efficiently and effectively.
Flourish is proud to be a member of the National Association of Personal Financial Advisors (NAPFA), the county’s leading professional association of fee-only financial advisors. This is a select group of firms that have demonstrated their commitment to always put our clients’ interests first by saying “no” to the practice of selling products or collecting commissions. Instead, we charge a fee for our services that is fully disclosed and aligned with the interests of our clients. By joining NAPFA, Flourish has made a commitment to shaping the financial landscape through transparency and professional planning on behalf of our clients.