Business Details
22 Years
experience
Trusted Financial Advisers for Women's Wealth Management
Founded in empathy and with decades of experience, Flournoy Wealth Management specializes in financial wellness for women and their families during life transitions. Our services include financial planning, investment management, divorce planning, and risk management, all delivered through a personalized client-advisor relationship. We combine deep industry expertise with a commitment to fiduciary responsibility, ensuring clients receive transparent, ethical guidance tailored to their unique goals.Our team, led by certified professionals Pam and Ally Flournoy, prioritizes long-term growth strategies and diversified asset allocation while emphasizing clear communication and regular portfolio reviews. Recognized for our focus on women's financial empowerment, we provide actionable solutions for retirement, estate planning, and navigating major life changes. Our approach integrates rigorous analysis with compassionate support, helping clients build lasting financial security.
Services
Financial Planning
Investment Management
Divorce Financial Planning
Risk Management
Retirement Planning
Details
- Year established: 2004
Highlights and features
- We offer over 20 years of experience in women-focused financial planning
- Our team includes CFP and CDFA certified professionals
- We operate as fiduciaries, legally obligated to prioritize client interests
- Specialized expertise in divorce financial planning and risk management
- Personalized approach combining technical expertise with compassionate support
Associations and certifications
- CERTIFIED FINANCIAL PLANNER
- Certified Divorce Financial Analyst (CDFA)
- LPL Financial
What people say
Knowledgeable
Available
Confidence
Important guidance
Services
Financial Planning
Our comprehensive financial planning service creates customized roadmaps for clients' financial futures. We analyze current financial positions, retirement goals, tax situations, and estate planning needs to develop actionable strategies. With a focus on long-term wealth building and risk management, we help clients navigate major life transitions while maintaining financial stability.
Investment Management
We provide tailored investment management solutions using diversified asset allocation strategies. Our approach combines LPL Financial's research resources with personalized portfolio adjustments to match clients' risk tolerance and financial objectives. Regular reviews ensure portfolios remain aligned with evolving market conditions and client needs.
Divorce Financial Planning
Specialized divorce financial planning services help clients navigate asset division and post-divorce financial security. As Certified Divorce Financial Analysts, we create property allocation statements, analyze income scenarios, and develop long-term financial strategies. Our process supports informed decision-making during emotionally challenging times.
Risk Management
Our risk management solutions address life insurance, disability coverage, and long-term care needs. We help clients protect their assets through tailored insurance strategies and annuity products. The service focuses on safeguarding financial futures against unexpected life events while maintaining growth potential.
Retirement Planning
Retirement planning services focus on creating sustainable income streams and optimizing retirement accounts. We develop strategies for Social Security optimization, tax-efficient withdrawals, and estate preservation. Our approach ensures clients maintain financial independence throughout their retirement years while adapting to changing circumstances.
People
Pam Flournoy
Founder & Financial Advisor
Certified Financial Planner with 20+ years experience, specializing in women's financial empowerment. Formerly widowed at 43, she founded Flournoy Wealth Management to help women achieve financial independence through personalized guidance and fiduciary responsibility.
Allyson Flournoy
Financial Advisor
Certified Financial Planner and second-generation advisor with experience in client relationship management. Joined the firm in 2021, bringing fresh perspectives on financial mentorship for women aged 20-40 while continuing her mother's legacy of personalized financial guidance.
DeWeese Williams
Client Services Associate
Client Services Associate with 20+ years in financial services administration. Holds CA Life and Health license and Bachelor's degree in Business Management. Focuses on operational support and client education while balancing professional expertise with personal relationship-building.
Questions
What financial services do you specialize in for women?
We specialize in financial planning, investment management, divorce financial planning, and risk management tailored specifically for women navigating life transitions.
Are you legally required to act in clients' best interests?
Yes, as CERTIFIED FINANCIAL PLANNERS and fiduciaries, we're legally obligated to prioritize client interests over our own in all financial decisions.
How do you handle investment management fees?
Our investment management fees range from 0.65% to 1.25% of assets under management, billed quarterly with transparent pricing.
Do you work with clients outside California?
Yes, we provide remote services to clients nationwide, with physical offices in San Jose and San Diego, California.
What makes your divorce financial planning unique?
Our Certified Divorce Financial Analysts combine technical expertise with compassionate support to help clients navigate asset division and post-divorce financial security.
How can I start working with your firm?
Begin with a complimentary consultation to discuss your goals, followed by completing our questionnaire and data gathering process to create your personalized financial plan.
Videos
Reviews (1)
Chong Xu
Jun 08, 2017
Report
Very assertive and productive! We went through all my planning together. Really happy with the results we got together!
