Embracing the Emotionally Driven Side of Wealth Management.

About Kathy Longo

EXPERIENCED FINANCIAL ADVISOR | ENTREPRENEUR | AUTHOR | SPEAKER

Kathy Longo is a Certified Financial Planner® practitioner, Chartered Advisor in Philanthropy®, and a Certified Divorce Financial Analyst with over twenty-five years of wealth management experience. She is the founder and president of Flourish Wealth Management, an independent boutique wealth management firm in the Minneapolis area. Before launching Flourish in 2014, Kathy worked as a wealth manager, financial planner, and firm manager at companies of varying sizes in both Chicago and Minneapolis.

She holds a bachelor’s degree in financial planning and counseling from Purdue University, where she also completed courses in communication and psychology to better understand the emotional factors that drive financial decisions. Kathy lives in Minneapolis with her husband, Jay, and their three children, Madeline, Fernando, and Grace.

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Awards

Kathy was named one of the "Top 100 Advisors of 2019, 2021, and 2022" by Investopedia.
Kathy has received the “Five Star Wealth Manager Award” (2009, 2010, 2011, 2017, 2018, 2019, 2020, 2021, 2022, and 2023).
Kathy was recognized by Wealth Manager Magazine as one of the “Top 50 Women in Wealth Management” in 2009.
Kathy was recognized by Worth Magazine as “One of the Nation’s Top 250 Wealth Advisors” in 2008.
Kathy was awarded "Future Star of the Financial Planning Profession" by Financial Advisor Magazine in 2004.
In 2004, she also received the “Outstanding Professional Alumni Award” from Purdue University Consumer and Family Sciences School.

Community Involvement

Serves on the Board of Directors for Moneyweave Academy to enhance the financial literacy and thus, the economic security of women and girls in the United States.
Served on the Board of Directors for YWCA Minneapolis to eliminate racism and empower women and girls
Served on Professional Advisor Committee for the Women's Foundation of Minnesota
Member of Women Presidents' Organization (WPO)
Member of Woman’s Club of Minneapolis
Served on the Executive Board of Directors for Common Hope for nine years and as Chair of the Board for seven of those years to help Guatemalan children and families find new opportunities through education
Served on the Board of the National Financial Planning Association and as President of the Minnesota Financial Planning Association
Served on the Professional Advisor Committee for the Minneapolis Foundation
Served on an advisory council with Purdue University

QUOTED AS A TRUSTED EXPERT IN MULTIPLE NATIONAL AND LOCAL PUBLICATIONS INCLUDING:

The Wall Street Journal, New York Times, Investopedia, Reader's Digest, NASDAQ, Money Magazine, More®, Ladies Home Journal, USA TODAY, REAL SIMPLE, Bloomberg Wealth Manager, WalletHub, Investor’s Business Daily, the Star Tribune, St. Paul Pioneer Press, Chicago Tribune, Journal of Financial Planning, Financial Advisor, and Investment News, and more.

The Kathy Longo Approach

Your money is connected to every aspect of your life, not just your bank account. Kathy takes into consideration the interconnected psychological effects of money, life events, and periods of transition. She builds strong relationships with each of her clients, getting to know them along with their wants, needs, values, and dreams to create the right plan for the future.

Kathy was inspired to start her own business early in her career while working for a female wealth manager and entrepreneur. She then gained experience working at firms both large and small in the Chicago and Minneapolis areas before launching Flourish Wealth Management in 2014. Kathy made the bold decision to start her own firm with a vision of genuinely improving each of her clients’ lives, helping them understand their unique money story and values, gain confidence in talking about money with loved ones, and plan for the life of their dreams.

Flourish Wealth Management embodies the fruition of Kathy’s dream by building off a strong foundation of insight and experience. As an independent boutique wealth management firm, Flourish offers comprehensive wealth management services for individuals and families. Kathy and her team have the expertise to provide financial advice for women, particularly women in transition such as a divorce, loss of a spouse or recent inheritance, tapping into what’s most important to them and empowering women to take control of their financial future.

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Flourish Financially: Values, Transitions, and Big Conversations

Planning for your financial future involves much more than “running the numbers.” Your finances are connected to every aspect of your life, and the right financial plan addresses your emotional needs, wants, core values, and vision for the future.

Kathy Longo’s book Flourish Financially takes a personalized approach to finance, discussing the fiscal and psychological aspects of big transitions and life events. Kathy prompts readers to reflect on their unique money story and advises on how to start productive conversations about money with those closest to them in order to create a plan that is best for everyone.

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