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.

"By understanding your own money story, you can recognize the emotional components that drive each of your financial decisions."

Awards

  • Kathy has received the “Five Star Wealth Manager Award” (2009, 2010, 2011, 2017, 2018 and 2019).
  • 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

  • Kathy serves as chairperson of the executive board of directors for Common Hope to help provide Guatemalan children and families with choices and opportunities.
  • She serves on the board of directors for the YWCA of Minneapolis to eliminate racism and empower women and girls.
  • She serves on the Professional Advisor Committee for the Women's Foundation of Minnesota.
  • She serves on the board of directors for Stage Presents.
  • Kathy is a proud member of the Women Presidents' Organization.
  • She previously served on the board of the National Financial Planning Association and as president of the Minnesota Financial Planning Association.
  • Lastly, she previously 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.

How Can You Flourish Financially?

Let's Talk About Your Readiness for Financial Success.

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.

Let’s talk money! 

Book Kathy to speak at your next event.

Kathy speaks to audiences of all sizes on the topics of financial literacy, the psychological side of managing your finances, and starting big conversations surrounding money. Her presentations give audiences insight into planning for the future you want with your head, heart, and soul.

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