Flourish Wealth Management

Flourish Wealth Management We are an independent, fee-only boutique wealth management firm, dedicated to your best interests. We listen. We ask the right questions.

Flourish Wealth Management is an independent, fee-only, boutique wealth management firm that provides hands-on guidance focused solely on the best interest of each client. Our proactive approach integrates industry-leading financial solutions with thoughtful strategies. At Flourish, our trusted advisors help clients prepare for the future, whatever it may bring. We bring the knowledge and tools ne

cessary to support our clients’ financial journey. Flourish serves a dedicated group of clients through highly personal relationships. By taking the time to learn about life’s important details—including aspirations, values, and passions—we can carefully integrate available resources into tailored planning. It is a place to Flourish! Our team looks forward to learning about your financial goals and working together to help you pursue them. Contact us to learn more at 952.392.4474 or [email protected]

What is your biggest tax-planning priority right now? Whether it is reviewing RMDs, adjusting estimated payments, or map...
06/03/2026

What is your biggest tax-planning priority right now? Whether it is reviewing RMDs, adjusting estimated payments, or mapping out charitable giving, midyear can be a useful time to take stock before year-end.

📥 Download our Midyear Tax Planning Guide to build your checklist. https://lp.flourishwealthmanagement.com/midyear-tax-planning/?UTM=social

June is Scam Awareness Month, a reminder to stay alert and protect your personal and financial information.⚠️ Don’t shar...
06/03/2026

June is Scam Awareness Month, a reminder to stay alert and protect your personal and financial information.

⚠️ Don’t share personal info with unknown callers or emails.
⚠️ Monitor accounts for suspicious activity regularly.
⚠️ Use two-factor authentication where available.
⚠️ Be cautious with urgent requests or investment pitches.

Awareness is your first line of defense.

Celebrating two years with Flourish! 🌿 We’re so glad to have you on our team and excited for all that’s to come!
06/01/2026

Celebrating two years with Flourish! 🌿 We’re so glad to have you on our team and excited for all that’s to come!

Legacy planning is about planting seeds today that can grow into meaningful support for those you care about. Flourish W...
06/01/2026

Legacy planning is about planting seeds today that can grow into meaningful support for those you care about. Flourish Wealth Management helps women consider family wealth planning that reflects their values and long-term goals.

🌿 Schedule your discovery call today at https://flourishwealthmanagement.com/schedule/?UTM=discoverycall-social

Six years of commitment and excellence. We’re so lucky to have you on the team—here’s to another year of success! 🌿
06/01/2026

Six years of commitment and excellence. We’re so lucky to have you on the team—here’s to another year of success! 🌿

05/29/2026

List your assets and liabilities annually to track financial progress and spot trends.

May 29 is 529 College Savings Day, a great time to look into education funding options. 🎓 Learn how 529 plans work and r...
05/29/2026

May 29 is 529 College Savings Day, a great time to look into education funding options.

🎓 Learn how 529 plans work and review your state's offerings.
🎓 Review annual contribution limits and tax benefits.
🎓 Track account growth and investment allocations.
🎓 Factor college costs into long-term financial planning.

Education funding is a part of your bigger picture.

Address

3300 Edinborough Way UNIT 420
Edina, MN
55435

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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