FLOURISH FINANCIAL PLANNING

Overview

Flourish Financial Planning is an independent registered investment adviser serving individuals and families with a mix of financial planning, portfolio management for small clients and educational workshops. The firm favors pooled public funds—chiefly mutual funds—for portfolio construction rather than extensive direct-stock mandates or concentrated single-manager allocations. Fee arrangements are flexible and include asset-based fees as well as hourly and fixed-fee engagements, allowing the firm to serve both ongoing advisory relationships and project-based planning clients. The adviser does not position itself as a capital allocator or pension consultant and is not an active ESG investor. Its advisory scope is focused on typical retail wealth management needs: retirement and cash-flow planning, diversified model-based portfolio implementation, and investor education.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices