Flourish Financial Planning

Flourish Financial Planning

Flourish Financial Planning was launched in 2018 by Founder Christopher Wells, a CFP® and Certified Kingdom Advisor®. The firm positions itself as a tax-focused, fee-only registered investment advisor serving Christian families, small business owners, and pastors. Its advisory team holds multiple designations, including CFP®, CKA®, and Enrolled Agent (EA) credentials, along with master's degrees in financial services. The firm's investment and planning services span retirement planning, cash flow and goal planning, insurance analysis, and estate planning coordination. Investment management includes custom portfolio construction, 401(k) and 403(b) strategy, and asset location optimization. Tax preparation and planning run alongside the investment work, with advice on tax efficiency and burden reduction. Flourish does not disclose specific portfolio holdings, investment vehicles, or outside fund commitments. Its geographic footprint is not publicly detailed beyond its Grapevine, Texas base. Flourish lists a five-person team including partners Matt Nelson and Jeremy Andries, both tax advisors, plus financial planner Alex Lozano and client service associate Gary Wells. The firm does not report AUM or total deployment. It maintains no additional offices or disclosed adjacent vehicles such as a foundation or operating business. Flourish operates under a structural model where biblical stewardship principles function as a formal investment policy constraint, rather than a marketing overlay. The firm's fee-only, no-commission posture and its integration of tax preparation with financial planning create a bundled service architecture that is uncommon among smaller RIAs, removing the inherent tension between product sales and advisory advice.