About Kathy Longo

Embracing the Emotionally Driven Side of Wealth Management.

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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Achievements and Expertise

As a leader and authority in her field, Kathy has been recognized for many awards and achievements. Kathy also believes in giving back to the community through volunteer work and philanthropy.

Awards

  • Kathy has received the “Five Star Wealth Manager Award” (2009, 2010, 2011, 2017 and 2018).
  • Kathy was recognized by Wealth Manager Magazine as one of the “Top 50 Women in Wealth Management” in 2009.
  • She was recognized by Worth Magazine as “One of the Nation’s Top 250 Wealth Advisors” in 2008.
  • She 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.

Media Appearances

Kathy has been quoted as a trusted expert in multiple national and local publications including the Wall Street Journal, New York Times, Money Magazine, More®, Ladies Home Journal, USA Today, Real Simple, Bloomberg Wealth Manager, Investor’s Business Daily, the Star Tribune, St. Paul Pioneer Press, Chicago Tribune, Journal of Financial Planning, Financial Advisor, and Investment News, amongst others.

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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.
  • She served on the Professional Advisor Committee for the Minneapolis Foundation.
  • Lastly, she previously served on an advisory council with Purdue University.

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

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