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VerifiedFinancial Services· Founded 2014

Flourish Wealth Management

Flourish Wealth Management is an independent, fee-only, boutique wealth management firm that provides hands-on guidance focused solely on the best interest of each client. Our proactive approach integrates industry-leading financial solutions with thoughtful strategies. At Flourish, our trusted advisors help clients prepare for the future, whatever it may bring. We bring the knowledge and tools necessary to support our clients’ financial journey. Flourish serves a dedicated group of clients through highly personal relationships. We listen. We ask the right questions. By taking the time to learn about life’s important details—including aspirations, values, and passions—we can carefully integrate available resources into tailored planning. It is a place to Flourish! Our team looks forward to learning about your financial goals and working together to help you pursue them. Contact us to learn more at 952.392.4474 or info@flourishwm.com

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HeadquartersEdina, United StatesEmployees7(1 to 10)Annual revenue$1M to <$10MFounded year2014Websiteflourishwealthmanagement.comLinkedIn profileLinkedIn

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Top roles at Flourish Wealth Management

7 distinct titles indexed · top 7 shown.

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  • 1client services associate
  • 1director of investments
  • 1executive assistant
  • 1host of the flourish financially podcast
  • 1investment & wealth management associate
  • 1investment associate

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