Planning is not a one-time endeavor, but rather an ongoing process and partnership customized to meet life’s changes.

Ever evolving, as new planning opportunities arise, our investment and wealth management strategies use a holistic approach. We align goals and financial resources to provide confidence and peace of mind. Our services work together to help our clients move toward their financial goals as part of the Flourish Experience™.

A consistent theme across all of the services at Flourish is to make sure that the best interests of our clients come first. As a Fiduciary, we’ve held ourselves to the highest standard of care and have a legal duty to act in your best interest. We strive to develop a wealth management plan that is carefully designed to meet the specific goals and needs of each client. This is possible because our team takes a supportive and customized approach that helps clients through the planned and unplanned transitions. There are no one-size-fits-all strategies or pre-packaged solutions at Flourish.

We work diligently to build a customized plan that is constantly monitored and examined to make sure we are on track to meet our clients’ long-term goals. These personalized solutions are integrated in the investment management process to build a portfolio of investments tailored to our clients' long-term goals and values. Planning for your financial future involves much more than “running the numbers.” Your finances are connected to every aspect of your life, and the right financial plan addresses your emotional needs, wants, core values, and vision for the future.

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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“Little seedlings never flourish in the soil they have been given, be it ever so excellent, if they are continually pulled up to see if the roots are grateful yet”
Best Financial Advisors in Minneapolis 2023

Contact Us

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