A complete list of active advisors currently associated with Flourish Wealth Management Inc.

Warmer can help you find a great advisor at Flourish Wealth Management Inc. or one who fits your needs even better.

Flourish Wealth Management serves individuals (including high‑net‑worth clients), trusts, foundations, qualified retirement plans, charitable organizations and businesses. The firm provides comprehensive wealth management and investment management services, supplemented by financial planning, project‑based consulting, and participant‑directed retirement plan advisory support. The firm's investment approach is rooted in Modern Portfolio Theory and a buy‑and‑hold orientation, emphasizing broadly diversified, low‑cost mutual funds and ETFs and, where appropriate, conservative fixed‑income portfolios or laddered bond strategies. Flourish uses model portfolios and Monte Carlo analysis to set asset allocations, but will retain individual or highly appreciated securities in specific tax or legacy situations and can incorporate SRI/ESG strategies at client request. Distinctive features include a relatively concentrated ownership structure (a single majority owner with a minority co‑owner) and a small advisory team managing approximately $455 million, operating as a fee‑only fiduciary adviser that routinely uses Schwab Advisor Services for custody and execution. The firm coordinates retirement‑plan discretionary management with a third party, generally does not aggregate mutual fund trades, and, unusually among peers, leaves proxy voting to clients rather than voting proxies on their behalf.

To learn more about the advisors currently working at Flourish Wealth Management Inc., 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.