A complete list of active advisors currently associated with Flourish Financial Planning

Warmer can help you find a great advisor at Flourish Financial Planning or one who fits your needs even better.

Flourish Financial Planning serves individual clients (including high‑net‑worth individuals) and business clients, providing discretionary portfolio management alongside a range of financial planning engagements such as hourly planning, a 1.5‑hour “Quick Start” session, and an ongoing subscription‑style comprehensive planning service. The firm also advises on retirement accounts and works directly with employers to offer individual employee counseling. The firm’s investment approach is grounded in Modern Portfolio Theory and primarily uses passive allocation through index mutual funds and ETFs, constructing diversified portfolios to match client investment policy statements and risk tolerances. Financial planning is delivered as tailored written plans with ongoing monitoring and implementation support, and clients may elect portfolio restrictions or a faith‑based “Biblically Responsible Investing” option implemented via third‑party funds. Flourish is distinctive for its regular educational offerings — including employer‑paid workshops and an employee wellness program that combines one‑on‑one counseling with group seminars — a service model that is uncommon among similar team firms. The firm also coordinates limited individual tax return preparation through an affiliated tax service and its leadership includes partners who operate tax and bookkeeping businesses, a structure that may support closer coordination between planning and tax services while differing from many peers.

To learn more about the advisors currently working at Flourish Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.