Tuesday, 30 May 2017
Expertise's goal is to connect people with the best local experts. They scored financial advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best financial advisors in Minneapolis, MN. See our award recognition.
Tuesday, 28 March 2017
Money Magazine has released a new Money Makeover Series and the first area they cover is retiring early. One of the struggles of attempting early retirement is that many families still have children in high school or college and they need to establish a game plan for how to handle the expense of college while still meeting their goal of retiring early.
Monday, 13 February 2017
This is the second year that Flourish has been awarded as one of the top rated financial advisors in Minnesota by AdvisoryHQ.
Visit the Award Page
Here's What AdvisoryHQ had to say:
Monday, 23 January 2017
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. Five Star Professional conducts this research to help consumers with the decision of selecting a service professional in their area. They have partnered with Twin Cities Business magazine and Mpls. St. Paul Magazine to recognize these professionals and highlight their achievements.
Monday, 09 January 2017
"...Kathleen Longo, president of Flourish Wealth Management in Edina, Minn., belongs to an all-women study group known as the Goddesses of Financial Planning.
Ms. Longo, who advises on $95 million in client assets, joined the group of about a dozen other female RIAs 16 years ago when she was still working for a larger firm.
The group, which meets for two hours on the last Friday morning of each month, was instrumental three years ago in helping Ms. Longo realize she could launch her own advisory firm.
“When I joined, I was still at a larger RIA and I thought I'd be there forever. But seeing these other women, and having the inspiration and support of this group made me realize I could go out on my own,” Ms. Longo said.
Whether the group is made up of RIAs from the same city or spread across the country, the idea of competing against each other is one of the first things taken off the table...."
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