Awards

Since 2009, Flourish has been honored with more than 50 awards at the international, national, state and local levels for our client work and company culture.

WHAT GUIDES US

Visions

To create nobly and purposefully from our best selves


To serve as trusted counselors to our clients in the shepherding of their visions

Mission

To maximize our unique talents and gifts to better serve our client family

Core Values

  • The best ideas come from a place of truth that only reveals itself in an atmosphere of respect and acceptance.
  • There is no “I” in team.
  • Relationships are the currency of our business.
  • Words and images are our most powerful tools.
  • Great client service is a given, and can make up for almost any gap in knowledge or skill.
  • Asking questions and active listening leads to better results than assuming we understand.
  • We must put on the client’s eyes and step into their shoes every day in order to truly help them.
  • Success includes going the extra mile, thinking outside the box, and taking calculated risks.
  • Details greatly matter. Often, the small things make the biggest differences.
  • We freely exercise our professional authority and accept responsibility for outcomes for the decisions we back and believe in.

Many reasons to celebrate!

Unique from other boutique firms, Flourish’s team is comprised of senior-level professionals, each team member having more than 20 years of experience in their disciplines. 


We employ best practices and stay on top of trends and new offerings. We know the pit falls to avoid. We work efficiently and have built a reputation for impeccable client service.


Together, we’ve created Flourish to be almost entirely referral-based, in which new clients are earned through the recommendations of current ones.