# Flourish Financial Planning

Flourish Financial Planning is a Bank / Wealth / Trust based in Grapevine, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Grapevine, United States
- **Region:** North America
- **Address:** Grapevine, TX, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** flourish-fp.com
- **LinkedIn:** https://www.linkedin.com/company/flourishfp

## Regulatory record

- **CRD number:** 295401
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-03T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/295401

## About

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.

## Sectors

- Wealth Management

## People

- Christopher Wells — Founder | Financial Planner
- Matt Nelson — Partner | Tax Advisor
- Jeremy Andries — Partner | Tax Advisor
- Alex Lozano — Financial Planner
- Gary Wells — Client Service Associate

## Questions

### Who runs investment decisions at Flourish Financial Planning?

Founder Christopher Wells leads financial planning and investment management. His partners Matt Nelson and Jeremy Andries focus on tax advisory, and Alex Lozano serves as an additional financial planner. The firm has not disclosed a dedicated chief investment officer or formal investment committee structure.

### How does Flourish Financial Planning source clients?

Flourish attracts clients primarily through its explicit Christian advisory identity, offering a free Generosity Workbook and emphasizing biblical stewardship. The firm's website directs prospective clients to schedule a call with an advisor. It does not detail institutional or referral-based sourcing channels.

### Does Flourish Financial Planning participate in fund commitments or only direct portfolios?

The firm describes custom portfolio recommendations, 401(k) and 403(b) strategies, and investment location strategies, but it has not publicly disclosed whether it commits to third-party funds or invests directly in individual securities. No fund commitment activity is reported.

### What is Flourish Financial Planning's approach to integrating faith and investing?

Flourish frames its entire advisory process around biblical stewardship and generosity, not as a screening overlay but as a foundational philosophy. The firm states it addresses the motives behind a client's relationship with money rather than imposing behavioral mandates, referencing Jesus' teaching in the Sermon on the Mount.

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Last updated: 2026-06-03T20:00:00.000Z

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