Strategic positioning for advisory firms, built by a former advisor
Strategic positioning for advisory firms, built by a former advisor
Strategic positioning for advisory firms, built by a former advisor
Most rebrands don't move the needle because they skip the real problem: internal misalignment. We fix what's broken strategically, then build the brand that converts.
Most rebrands don't move the needle because they skip the real problem: internal misalignment. We fix what's broken strategically, then build the brand that converts.
Most rebrands don't move the needle because they skip the real problem: internal misalignment. We fix what's broken strategically, then build the brand that converts.
WHAT PROSPECTS HEAR
"We're really good at tax optimization for business owners"
We provide comprehensive wealth management with personalized service"
"Building legacies through relationships since 1987"
YOUR NEW PROCESS
PHASE 1
Discover
PHASE 2
Define
PHASE 3
Align
YOUR NEW POSITIONING
"We help business owners navigate
liquidity events through integrated
tax and estate planning"
WHAT PROSPECTS HEAR
"We're really good at tax optimization for business owners"
"We're really good at tax optimization for business owners"
We provide comprehensive wealth management with personalized service"
We provide comprehensive wealth management with personalized service"
"Building legacies through relationships since 1987"
"Building legacies through relationships since 1987"
YOUR NEW PROCESS
YOUR NEW PROCESS
PHASE 1
Discover
PHASE 2
Define
PHASE 3
Align
YOUR NEW POSITIONING
"We help business owners navigate liquidity events through integrated tax and estate planning"
Strategy First.
Design that Converts.
Advisory teams outgrow their brands faster than they realize. What worked for a solo advisor doesn't work for a five-person team targeting $50M+ clients.
We're a strategic studio specializing in financial services. We position firms clearly in their market, align internal teams around that positioning, then execute brand systems built for growth.
This isn't about making things look premium. It's about making your brand work as hard as your advisors do.
Strategic Positioning
We clarify who you serve, how you're different, and why prospects should care. No fluff—just positioning that converts.
Internal Alignment
Multi-advisor teams need brand clarity internally before it works externally. We get everyone rowing in the same direction.
Conversion-Focused Design
Beautiful brands that don't convert are just expensive art. We design for client acquisition, not awards.
Strategy First.
Design that Converts.
Advisory teams outgrow their brands faster than they realize. What worked for a solo advisor doesn't work for a five-person team targeting $50M+ clients.
We're a strategic studio specializing in financial services. We position firms clearly in their market, align internal teams around that positioning, then execute brand systems built for growth.
This isn't about making things look premium. It's about making your brand work as hard as your advisors do.
Strategic Positioning
We clarify who you serve, how you're different, and why prospects should care. No fluff—just positioning that converts.
Internal Alignment
Multi-advisor teams need brand clarity internally before it works externally. We get everyone rowing in the same direction.
Conversion-Focused Design
Beautiful brands that don't convert are just expensive art. We design for client acquisition, not awards.
Strategy First.
Design that Converts.
Advisory teams outgrow their brands faster than they realize. What worked for a solo advisor doesn't work for a five-person team targeting $50M+ clients.
We're a strategic studio specializing in financial services. We position firms clearly in their market, align internal teams around that positioning, then execute brand systems built for growth.
This isn't about making things look premium. It's about making your brand work as hard as your advisors do.
Strategic Positioning
We clarify who you serve, how you're different, and why prospects should care. No fluff—just positioning that converts.
Internal Alignment
Multi-advisor teams need brand clarity internally before it works externally. We get everyone rowing in the same direction.
Conversion-Focused Design
Beautiful brands that don't convert are just expensive art. We design for client acquisition, not awards.
How We Work
Strategic brand development for firms ready to scale. No fluff, no endless revisions—just clear phases with defined outcomes.
PHASE 1
Strategic
Foundation
Weeks 1-4
Before we touch design, we solve the business problem. This phase establishes the strategic positioning that everything else builds on.
Stakeholder alignment workshops with key team members
Competitive market analysis and positioning landscape
Target client persona validation and refinement
Positioning strategy development and differentiation
Messaging architecture designed to convert prospects
This phase ends with a positioning review and approval.
Design work doesn't begin until strategy is locked.
PHASE 2
Brand
Development
Weeks 4-12
With positioning locked, we build the visual and verbal identity system that brings your strategy to life across every client touchpoint.
Visual identity system and brand guidelines
Typography, color, and design language
Brand guidelines for team-wide consistency
Complete website design and development
Marketing collateral designed for client acquisition
PHASE 3
Implementation
Support
Weeks 12-15
A brand only works if your team can execute it consistently. We ensure everyone understands the strategy and has the tools to use it.
Team training on brand strategy and messaging
Brand rollout coordination and support
Marketing asset development and templates
Ongoing strategic refinement and optimization
How We Work
Strategic brand development for firms ready to scale. No fluff, no endless revisions—just clear phases with defined outcomes.
PHASE 1
Strategic
Foundation
Weeks 1-4
Before we touch design, we solve the business problem. This phase establishes the strategic positioning that everything else builds on.
Stakeholder alignment workshops with key team members
Competitive market analysis and positioning landscape
Target client persona validation and refinement
Positioning strategy development and differentiation
Messaging architecture designed to convert prospects
This phase ends with a positioning review and approval.
Design work doesn't begin until strategy is locked.
PHASE 2
Brand
Development
Weeks 4-12
With positioning locked, we build the visual and verbal identity system that brings your strategy to life across every client touchpoint.
Visual identity system and brand guidelines
Typography, color, and design language
Brand guidelines for team-wide consistency
Complete website design and development
Marketing collateral designed for client acquisition
PHASE 3
Implementation
Support
Weeks 12-15
A brand only works if your team can execute it consistently. We ensure everyone understands the strategy and has the tools to use it.
Team training on brand strategy and messaging
Brand rollout coordination and support
Marketing asset development and templates
Ongoing strategic refinement and optimization
How We Work
Strategic brand development for firms ready to scale. No fluff, no endless revisions—just clear phases with defined outcomes.
PHASE 1
Strategic
Foundation
Weeks 1-4
Before we touch design, we solve the business problem. This phase establishes the strategic positioning that everything else builds on.
Stakeholder alignment workshops with key team members
Competitive market analysis and positioning landscape
Target client persona validation and refinement
Positioning strategy development and differentiation
Messaging architecture designed to convert prospects
This phase ends with a positioning review and approval.
Design work doesn't begin until strategy is locked.
PHASE 2
Brand
Development
Weeks 4-12
With positioning locked, we build the visual and verbal identity system that brings your strategy to life across every client touchpoint.
Visual identity system and brand guidelines
Typography, color, and design language
Brand guidelines for team-wide consistency
Complete website design and development
Marketing collateral designed for client acquisition
PHASE 3
Implementation
Support
Weeks 12-15
A brand only works if your team can execute it consistently. We ensure everyone understands the strategy and has the tools to use it.
Team training on brand strategy and messaging
Brand rollout coordination and support
Marketing asset development and templates
Ongoing strategic refinement and optimization
Build for Firms Ready to Scale
Childfree Trust
Brand Strategy, Visual Identity
Santiago
Brand Strategy, Visual Identity, Web Design
Prospero Wealth
Brand Strategy, Visual Identity, Web Design
Build for Firms
Ready to Scale
Childfree Trust
Brand Strategy, Visual Identity
Santiago
Brand Strategy, Visual Identity, Web Design
Prospero Wealth
Brand Strategy, Visual Identity, Web Design
Build for Firms Ready to Scale
Childfree Trust
Brand Strategy, Visual Identity
Santiago
Brand Strategy, Visual Identity, Web Design
Prospero Wealth
Brand Strategy, Visual Identity, Web Design
It's rare to find someone doing something new in the field of finance. It's all the same old thing. Lighthouses. Compasses. Sailboats.
Then Josh comes along and blows the whole thing up with new, novel, interesting, and fearless work!
If you're interested in staying safe and looking like everyone else, stick with the pictures of the couple holding hands walking on the beach…if you want something new and interesting…talk to Josh!
Carl Richards
Owner | Behavior Gap
Partnering with Josh to develop my brand exceeded every expectation. He helped me turn my words about what Hark stands for into a visual identity.
The feedback from clients has been overwhelmingly position!
Eric Scruggs
Owner | Hark Financial Planning
Working with Josh was an absolute breeze; his process was clear, efficient, and highly collaborative. He listened intently to my firm’s vision and values, and skillfully tailored a logo design that perfectly embodies my brand.
The new logo not only aligns with our identity but looks amazing and will help craft the direction of my firm’s brand for years to come.
Jared Tanimoto
Owner | Sedai Wealth
I went into the rebranding process knowing very little about what all it would entail. Josh was very patient explaining how everything works and ultimately provided beyond what I expected. The most difficult part of the whole process was having to choose between so many great ideas and designs. The results felt like he truly understood me, my business, and vision. His talents and expertise are a gift to anyone who works with him!
Ashley Quamme
Owner | Beyond the Plan
Josh was a pleasure to work with from start to finish. We felt that our branding and message had grown stale, so we decided to use a pro that could marry the artistic side with the financial side of our business.
If you’re an advisor, you know how hard it can be to find a marketer who “gets it.” Josh found a way to uncover a new direction and message that we would have never discovered on our own.
If you’re looking to create a brand that is uniquely yours, Josh is your guy.Michael H. Baker
Founding Member | Vertex Capital Advisors
Josh delivered a brand that feels sharp, elevated, and true to who we are.
Ryan Janus
Owner | Janus Financial Services
It's rare to find someone doing something new in the field of finance. It's all the same old thing. Lighthouses. Compasses. Sailboats.
Then Josh comes along and blows the whole thing up with new, novel, interesting, and fearless work!
If you're interested in staying safe and looking like everyone else, stick with the pictures of the couple holding hands walking on the beach…if you want something new and interesting…talk to Josh!
Carl Richards
Owner | Behavior Gap
Partnering with Josh to develop my brand exceeded every expectation. He helped me turn my words about what Hark stands for into a visual identity.
The feedback from clients has been overwhelmingly position!
Eric Scruggs
Owner | Hark Financial Planning
Working with Josh was an absolute breeze; his process was clear, efficient, and highly collaborative. He listened intently to my firm’s vision and values, and skillfully tailored a logo design that perfectly embodies my brand.
The new logo not only aligns with our identity but looks amazing and will help craft the direction of my firm’s brand for years to come.
Jared Tanimoto
Owner | Sedai Wealth
I went into the rebranding process knowing very little about what all it would entail. Josh was very patient explaining how everything works and ultimately provided beyond what I expected. The most difficult part of the whole process was having to choose between so many great ideas and designs. The results felt like he truly understood me, my business, and vision. His talents and expertise are a gift to anyone who works with him!
Ashley Quamme
Owner | Beyond the Plan
Josh was a pleasure to work with from start to finish. We felt that our branding and message had grown stale, so we decided to use a pro that could marry the artistic side with the financial side of our business.
If you’re an advisor, you know how hard it can be to find a marketer who “gets it.” Josh found a way to uncover a new direction and message that we would have never discovered on our own.
If you’re looking to create a brand that is uniquely yours, Josh is your guy.Michael H. Baker
Founding Member | Vertex Capital Advisors
Josh delivered a brand that feels sharp, elevated, and true to who we are.
Ryan Janus
Owner | Janus Financial Services
It's rare to find someone doing something new in the field of finance. It's all the same old thing. Lighthouses. Compasses. Sailboats.
Then Josh comes along and blows the whole thing up with new, novel, interesting, and fearless work!
If you're interested in staying safe and looking like everyone else, stick with the pictures of the couple holding hands walking on the beach…if you want something new and interesting…talk to Josh!
Carl Richards
Owner | Behavior Gap
Partnering with Josh to develop my brand exceeded every expectation. He helped me turn my words about what Hark stands for into a visual identity.
The feedback from clients has been overwhelmingly position!
Eric Scruggs
Owner | Hark Financial Planning
Working with Josh was an absolute breeze; his process was clear, efficient, and highly collaborative. He listened intently to my firm’s vision and values, and skillfully tailored a logo design that perfectly embodies my brand.
The new logo not only aligns with our identity but looks amazing and will help craft the direction of my firm’s brand for years to come.
Jared Tanimoto
Owner | Sedai Wealth
I went into the rebranding process knowing very little about what all it would entail. Josh was very patient explaining how everything works and ultimately provided beyond what I expected. The most difficult part of the whole process was having to choose between so many great ideas and designs. The results felt like he truly understood me, my business, and vision. His talents and expertise are a gift to anyone who works with him!
Ashley Quamme
Owner | Beyond the Plan
Josh was a pleasure to work with from start to finish. We felt that our branding and message had grown stale, so we decided to use a pro that could marry the artistic side with the financial side of our business.
If you’re an advisor, you know how hard it can be to find a marketer who “gets it.” Josh found a way to uncover a new direction and message that we would have never discovered on our own.
If you’re looking to create a brand that is uniquely yours, Josh is your guy.Michael H. Baker
Founding Member | Vertex Capital Advisors
Josh delivered a brand that feels sharp, elevated, and true to who we are.
Ryan Janus
Owner | Janus Financial Services
It's rare to find someone doing something new in the field of finance. It's all the same old thing. Lighthouses. Compasses. Sailboats.
Then Josh comes along and blows the whole thing up with new, novel, interesting, and fearless work!
If you're interested in staying safe and looking like everyone else, stick with the pictures of the couple holding hands walking on the beach…if you want something new and interesting…talk to Josh!
Carl Richards
Owner | Behavior Gap
Partnering with Josh to develop my brand exceeded every expectation. He helped me turn my words about what Hark stands for into a visual identity.
The feedback from clients has been overwhelmingly position!
Eric Scruggs
Owner | Hark Financial Planning
Working with Josh was an absolute breeze; his process was clear, efficient, and highly collaborative. He listened intently to my firm’s vision and values, and skillfully tailored a logo design that perfectly embodies my brand.
The new logo not only aligns with our identity but looks amazing and will help craft the direction of my firm’s brand for years to come.
Jared Tanimoto
Owner | Sedai Wealth
I went into the rebranding process knowing very little about what all it would entail. Josh was very patient explaining how everything works and ultimately provided beyond what I expected. The most difficult part of the whole process was having to choose between so many great ideas and designs. The results felt like he truly understood me, my business, and vision. His talents and expertise are a gift to anyone who works with him!
Ashley Quamme
Owner | Beyond the Plan
Josh was a pleasure to work with from start to finish. We felt that our branding and message had grown stale, so we decided to use a pro that could marry the artistic side with the financial side of our business.
If you’re an advisor, you know how hard it can be to find a marketer who “gets it.” Josh found a way to uncover a new direction and message that we would have never discovered on our own.
If you’re looking to create a brand that is uniquely yours, Josh is your guy.Michael H. Baker
Founding Member | Vertex Capital Advisors
Josh delivered a brand that feels sharp, elevated, and true to who we are.
Ryan Janus
Owner | Janus Financial Services
Is This Right For Your Firm?
We work best with advisory teams ready for strategic brand development. Here's how to know if we're the right fit.
This Is For You If…
You have 3+ advisors and are actively scaling
You target clients with $2M+ in investable assets
You’re tired of looking like every RIA in your market
Your current branding isn’t converting the way it should
You have internal alignment challenges that need solving
You want a strategic partner, not just a designer
You’re ready to invest $25k+ in strategic positioning and brand developement
This Probably Isn't Right If…
You’re a solo advisor just starting out
You need a quick logo to refresh on a tight budget
You just want someone to execute your vision without strategic input
You’re happy with your current growth trajectory
You’re looking for the cheapest option available
You want to skip positioning strategy and jump straight to design
Is This Right
For Your Firm?
We work best with advisory teams ready
for strategic brand development.
Here's how to know if we're the right fit.
This Is For You If…
You have 3+ advisors and are actively scaling
You target clients with $2M+ in investable assets
You’re tired of looking like every RIA in your market
Your current branding isn’t converting the way it should
You have internal alignment challenges that need solving
You want a strategic partner, not just a designer
You’re ready to invest $25k+ in strategic positioning and brand developement
This Probably Isn't Right If…
You’re a solo advisor just starting out
You need a quick logo to refresh on a tight budget
You just want someone to execute your vision without strategic input
You’re happy with your current growth trajectory
You’re looking for the cheapest option available
You want to skip positioning strategy and jump straight to design
Is This Right For Your Firm?
We work best with advisory teams ready for strategic brand development.
Here's how to know if we're the right fit.
This Is For You If…
You have 3+ advisors and are actively scaling
You target clients with $2M+ in investable assets
You’re tired of looking like every RIA in your market
Your current branding isn’t converting the way it should
You have internal alignment challenges that need solving
You want a strategic partner, not just a designer
You’re ready to invest $25k+ in strategic positioning and brand developement
This Probably Isn't Right If…
You’re a solo advisor just starting out
You need a quick logo to refresh on a tight budget
You just want someone to execute your vision without strategic input
You’re happy with your current growth trajectory
You’re looking for the cheapest option available
You want to skip positioning strategy and jump straight to design
Why Advisors Work With Us
I've Been In Your Seat
I spent years as a financial advisor before moving into brand strategy and design.
That means I understand the advisory business model, what actually drives client acquisition, and which branding decisions move the needle vs which ones waste money.
Most agencies learn your business during discovery.
I already know it.
Strategy Before Aesthetics
Most agencies start with moodboards and design concepts. We start by solving your positioning problem.
Beautiful brands that don’t convert are just expensive art. We build brands designed to drive measurable business growth – more qualified leads, higher conversion rates, faster sales cycles.
Every design decision is evaluated on whether it helps you acquire and retain clients.
Built for Complexity
Solo advisor brands are straightforward.
Multi-advisor teams face internal alignment challenges, regional inconsistencies, and competing visuals.
We specialize in getting everyone rowing in the same direction before we touch design.
Your advisors need to feel confident presenting the brand, not confused by it.
Why Advisors Work
With Us
I've Been In Your Seat
I spent years as a financial advisor before moving into brand strategy and design.
That means I understand the advisory business model, what actually drives client acquisition, and which branding decisions move the needle vs which ones waste money.
Most agencies learn your business during discovery.
I already know it.
Strategy Before Aesthetics
Most agencies start with moodboards and design concepts. We start by solving your positioning problem.
Beautiful brands that don’t convert are just expensive art. We build brands designed to drive measurable business growth – more qualified leads, higher conversion rates, faster sales cycles.
Every design decision is evaluated on whether it helps you acquire and retain clients.
Built for Complexity
Solo advisor brands are straightforward.
Multi-advisor teams face internal alignment challenges, regional inconsistencies, and competing visuals.
We specialize in getting everyone rowing in the same direction before we touch design.
Your advisors need to feel confident presenting the brand, not confused by it.
Why Advisors Work With Us
I've Been In
Your Seat
I spent years as a financial advisor before moving into brand strategy and design.
That means I understand the advisory business model, what actually drives client acquisition, and which branding decisions move the needle vs which ones waste money.
Most agencies learn your business during discovery.
I already know it.
Strategy Before
Aesthetics
Most agencies start with moodboards and design concepts. We start by solving your positioning problem.
Beautiful brands that don’t convert are just expensive art. We build brands designed to drive measurable business growth – more qualified leads, higher conversion rates, faster sales cycles.
Every design decision is evaluated on whether it helps you acquire and retain clients.
Built for
Complexity
Solo advisor brands are straightforward.
Multi-advisor teams face internal alignment challenges, regional inconsistencies, and competing visuals.
We specialize in getting everyone rowing in the same direction before we touch design.
Your advisors need to feel confident presenting the brand, not confused by it.