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Flourish Receives Prestigious National and State Recognition

RIA Rankings Data Awards Firms Achieving Fast Growth
Kathy Longo, CFP®, CAP®, CDFA Wednesday, 16 February 2022

Flourish Receives Prestigious National and State Recognition

We have some exciting news to share, and it wouldn’t be possible without each and every client who has chosen to put their trust in us on their journeys to financial and personal fulfillment.

WealthManagement.com, RIA Edge, and Discovery Data have published their Registered Investment Advisory firm rankings, and we are gratified to announce that Flourish Wealth Management has been recognized in two exciting areas:

  • One of the fastest-growing Registered Investment Advisory (RIA) firms in Minnesota
  • One of the fastest-growing women-owned RIA firms in the country

The rankings data showed that Flourish currently ranks 13th in Minnesota and, moreover, has attained a rank of 33 among all women-owned RIA firms in the United States.

It is gratifying when hard work pays off, and we are certainly celebrating these achievements – though we know we didn’t get here alone. It’s not easy to trust someone with your financial future, and we are grateful for each client who has put their faith in us as we work together to help them achieve their financial and life goals.  

Although Flourish is growing, please know that personalized planning remains at the core of our mission. We know that financial planning is about far more than money – it’s a reflection of what we as individuals value most, as well as a path to fulfillment. We are committed to providing each client with a plan that serves their unique needs now and into the future.

If you’re not working with us yet but you think you’d like to, schedule a discussion with us to see if we might be a good fit. And, if you’re interested in learning more about the WealthManagement.com, RIA Edge, and Discovery Data rankings project, you may do so here.

About the Author

Kathy Longo, CFP®, CAP®, CDFA

Kathy Longo, CFP®, CAP®, CDFA

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.

 

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