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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. We build your brand and website, then keep your firm easy to find in search and in AI answers.

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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Free. See what your website says about your firm, and what it leaves out.

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.

Rebalance

A new website on the brand you have.

Best for a brand that still fits and a website that isn't bringing in calls.

$4,000/mo

After $5,000 Strategy. 12 months, $53,000 in all.

Book a call

Key features

  • Strategy: what makes your firm worth choosing
  • A new website on your current brand, built around booking a call
  • Lead capture, analytics and search setup
  • Every month: SEO, AEO and AI visibility tracking
  • A newsletter and 4 LinkedIn posts a month
  • One site improvement a month, measured
  • A strategy session and brand check-up every quarter
  • Live in about 3 months
Where most firms start

Reposition

A new identity and website.

Best for a firm that has grown past how it looks and sounds.

$5,000/mo

After $7,500 Strategy. 12 months, $67,500 in all.

Book a call

All of Rebalance, and:

  • Interviews with you and your clients
  • Sharper positioning and messaging
  • A new identity: logo, colors, type and voice
  • A brand book
  • The Firm File, your brand written down for every AI tool you use
  • A focused campaign every quarter
  • Live in about 5 months

Relaunch

A new name or a full rebrand.

Best for firms merging, starting fresh or changing their name.

$6,500/mo

After $10,000 Strategy. 12 months, $88,000 in all.

Book a call

All of Reposition, and:

  • A new name, if you need one
  • A full identity system, rolled out to email, LinkedIn and client templates
  • A launch plan
  • 2 newsletters and 8 posts a month, drawn from a recorded conversation with you
  • A follow-up sequence for new inquiries
  • A monthly meeting on calls and what to change
  • Live in about 7 months
Strategy on its own · What makes your firm worth choosing, in words. 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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