Flourish Financial Life Planning

Overview

Flourish Financial Life Planning is an independent registered investment adviser organized as a limited liability company and run by an individual owner. The firm targets individuals and family clients and combines financial planning with portfolio management for individuals and small businesses. Its service set includes ongoing financial planning, publication of client-facing periodicals or newsletters, and educational seminars or workshops, indicating a focus on client education and relationship-driven advice. Investment activity is centered on pooled public funds and mutual funds as the primary vehicle for client portfolios, with an active ESG stance noted in filings. The adviser does not operate as a capital allocator or manage proprietary investment funds; instead it constructs portfolios from third-party products and specialists, and it supplements core mutual fund allocations with allocations to external real estate managers for alternative exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices