Flourish Wealth Management Named One of the Top Rated Financial Advisors in Minnesota | 2017
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.
Here's What AdvisoryHQ had to say:
"Key Factors That Enabled This Firm to Rank as a Top Wealth Management Firm in Minneapolis
The following characteristics enabled Flourish Wealth Management to be ranked as one of the top Minneapolis financial advisory firms.
Independent Fee-Only Advisor
Edina-based Flourish Wealth Management is an independent, fee-only wealth management firm in Minneapolis and nearby suburbs.
As such, the firm’s advisors do not receive referral fees, commissions or other forms of compensation from third-parties, which lets the company independently evaluate the merits of products and services it recommends to its clients.
Registered Investment Advisor
As an SEC-registered investment advisory firm in Minneapolis, Flourish Wealth Management acts as an investment fiduciary to its clients. This puts a binding legal responsibility on the firm and its advisors to always act in the best interest of clients.
Focus on Women’s Wealth Management Needs
The firm offers a unique set of investment and wealth management and advisory services that focuses on the needs of female clients.
From women in transition (separations, divorce, loss of a loved one), to female executives and independent business owners, Flourish Wealth Management has built its advisory capabilities to address distinctive financial needs of women.
As a top-ranked financial advisor in the Minneapolis area, Edina-based Flourish Wealth Management leverages its strategic alliance with BAM Advisor Services, LLC to deliver value-added benefits to its clients.
As part of a 140+ member network, the BMA partnership allows the company to operate independently while taking advantage of collective synergies—including cost-effective investment products and services, cutting-edge technology, and highly effective back-office support—for its clients."