Flourish Wealth Management®
Company

Flourish Wealth Management®

Financial Services Edina, Missouri, United States 7 employees
Employees
7
Contacts
2
Emails
2
Phones
2

Flourish Wealth Management® Overview

Headquarters
Edina, Missouri, United States
Industry
Financial Services
Employees
7
Founded
2014
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Flourish Wealth Management®

Flourish Wealth Management® is an independent, fee-only, boutique wealth management firm that provides hands-on expertise focused solely on the best interest of each client. Our proactive approach integrates industry-leading financial solutions combined with innovative strategies. At Flourish, our trusted advisors help ensure preparation for the future - no matter what it brings. We bring the expertise and tools necessary to improve our clients’ lives. Flourish serves a dedicated group of clients through highly personal relationships. We listen. We ask the right questions. Taking the time to learn all the important details of life, including aspirations, values and passions, we can skillfully integrate all available resources to create expertly tailored planning. It is a place to Flourish! Our team is excited to learn about your financial goals and work together to help you realize those dreams. Contact us to learn more at 952.392.4474 or info@flourishwm.com.

Flourish Wealth Management® Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
2
50.0% coverage

Flourish Wealth Management® Org Chart

Sample employees and titles
Name Title Contact
Jay E. Pluimer, Aif® Cima® Director of Investments and Host
Email Phone
Kathy Longo, Cfp®, Cap®, Cdfa® President & Founder of Flourish Wealth
Email Phone
Anna Davis Executive Assistant at Flourish Wealth
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Jayden Shultz Investment Associate
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Employees by Management Level

Associate / junior 2 profiles
Executive 1 profile
Director 1 profile

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