Dakota
Dakota
Book a Demo
Talk to an Expert

Flourish Wealth Management, Inc.

EST. AUM
$455,213,739

CONTACTS

CLIENT ACCOUNTS
900

Firm Details

Metro area Minneapolis
CRD Number 170591
Website flourishwealthmanagement.com
Client types

Overview

Flourish Wealth Management, Inc. is an independent, fee-only wealth management and SEC-registered investment advisory firm headquartered in Edina, Minnesota. Founded in 2014 by Kathy Longo, the firm provides integrated wealth management, investment management and financial planning. Its investment process determines portfolio allocation after assessing each client's objectives and appropriate level of risk. The firm emphasizes strategic asset allocation, diversification, risk management, cost control and tax-efficient portfolio construction. It also offers ESG and socially responsible investment strategies for clients seeking to align portfolios with personal values.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy