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Marketing partner for growing RIAs

You grow your clients’ wealth. We grow your firm.

You grow your clients’ wealth. We grow your firm.

FinArt is the marketing partner for RIAs that are ready to grow. Most new clients come by referral, and every one of them looks you up first. We build the brand and website that win them over, then run your marketing so your advisors don’t have to.

FinArt is the marketing partner for RIAs that are ready to grow. We build your brand and website, then keep your firm easy to find in search and in AI answers.

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Trusted by

I lost prospects for years without knowing why.

I lost prospects for years without knowing why.

I lost prospects for years without knowing why.

I spent nearly a decade in financial services. I know the second call that goes nowhere, the follow-up that never gets a reply, the prospect who says “let me think about it” and hires someone else.

I spent nearly a decade in financial services. I know the second call that goes nowhere, the follow-up that never gets a reply, the prospect who says “let me think about it” and hires someone else.

Josh Passler, founder, FinArt Studio

Josh Passler, founder, FinArt Studio

Then I started designing for advisory firms and saw hundreds of them side by side. They all said the same things and looked the same way. The firms that kept winning had one clear reason to choose them, right up front.

Then I started designing for advisory firms and saw hundreds of them side by side. They all said the same things and looked the same way. The firms that kept winning had one clear reason to choose them, right up front.

How we find what makes a firm different →

Tessara Wealth brochureSantiago brand portraitVertex Capital Advisors identityAdviceOnly campaignChildfree Trust guidesFallbrook FI website on a laptopProspero Wealth pinsJanus Financial identityStone Steps Financial identity

Each of these firms is chosen for a different reason.

Selected work

Each firm had one thing worth choosing it for. Now prospects see it first.

Fallbrook FI

Fallbrook FI website on a laptop
01//05
Brand strategyBrand designWeb

Tessara Wealth

Tessara Wealth identity on stage at an eventBallast Point Financial Planning homepage, before it became Tessara WealthBefore
02//05

Santiago

Santiago brand mark on a warm gradientRLS Wealth homepage, before it became SantiagoBefore
03//05

Prospero Wealth

Prospero Wealth enamel pins on a beanieProspero Wealth homepage before the rebrandBefore
04//05

Commas

Commas website on a tablet held up in an office: Clear financial guidance when decisions get complex
05//05

Marketing-sourced introductions and new clients are already ahead of last year’s totals, with conversion steady. Results reflect Commas’ broader marketing.

Web design

In their words

Eric ScruggsThe feedback from clients has been overwhelmingly positive.Eric Scruggs, Hark Financial Planning Devin WattsFallbrook FI’s brand and website are now strong and cohesive.Devin Watts, Fallbrook FI Ashley QuammeThe results felt like he truly understood me, my business, and vision.Ashley Quamme, Beyond The Plan

Services

How we grow your firm, and what it costs.

How we grow your firm, and what it costs.

How we grow your firm, and what it costs.

StartEnd of the first year
RebalanceA new website on the brand you have.$53,000first year
StrategyWebsiteMarketing, every month

For a firm whose brand still fits, with a website that isn't bringing in calls.

We start with Strategy, so the site says what makes your firm worth choosing. Then we build a new website on your current brand, built around booking a call, with lead capture, analytics and search set up.

After launch we run your marketing every month: search and AI visibility, a newsletter, four LinkedIn posts, and one measured improvement to the site. Each quarter we review what brought in calls and what to change next.

$5,000 for Strategy, then $4,000 a month for 12 months.

Website live in about 3 months.

Book a call
RepositionA new identity and website.$67,500first year
StrategyBrand and websiteMarketing, every month

For a firm that has grown past how it looks and sounds. Most firms start here.

Everything in Rebalance, with the brand rebuilt first. We interview you and your clients, then rebuild your positioning and messaging from what they tell us.

You get a new identity (logo, colors, type and voice), a brand book, and the Firm File, your brand written down for every AI tool you use. Each quarter we run one focused campaign.

$7,500 for Strategy, then $5,000 a month for 12 months.

New brand and website live in about 5 months.

Book a call
RelaunchA new name or a full rebrand.$88,000first year
StrategyName, brand and websiteMarketing, every month

For firms merging, starting fresh or changing their name.

Everything in Reposition, plus a new name if you need one. The full identity is rolled out to email, LinkedIn and client templates, with a launch plan.

Monthly marketing doubles to two newsletters and eight posts, drawn from a recorded conversation with you. New inquiries get a follow-up sequence, and we meet every month on calls and what to change.

$10,000 for Strategy, then $6,500 a month for 12 months.

New name, brand and website live in about 7 months.

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Strategy on its own · Your ideal client, why they should choose you, and the plan to reach them, in writing. Yours to keep.
$11,000 one time
After 12 months · Month to month, 30 days' notice
$4,000 or $6,500/mo

Not ready to talk? See the first change to make on your site, free.

See full pricing and every detail.

Prices are starting points to plan with, not a final quote. We don't guarantee rankings, AI citations or new clients. We build, track and report.

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