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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
StrategyThe first step, and the place to start if you're not ready to commit to a year.$11,000one time
Strategy

Who it's for

A firm that wants the thinking done before it decides what to build.

What changes

Your leadership agrees on who the firm is for and why to choose it. Everyone gives a prospect the same answer, and whatever you build next has a brief to build from.

What you get

  • Conversations with your leadership and advisors
  • A working session to explore directions together
  • Your ideal client, in writing
  • Positioning, a core brand idea and key messages
  • A review with your leadership, revised until it's right
  • A creative brief and a plan to reach those clients

What it costs

$11,000, one time.

A flat fee. The strategy is yours, whatever you decide next.

Every engagement below starts with this step.

Not included

Design, a website or monthly marketing.

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RefocusA five-page website and steady marketing.$25,000first year
StrategyWebsiteAbout 11 months of marketing

Who it's for

A firm that needs a better site and steady marketing, without paying for a full rebuild up front.

What changes

A referral who looks you up finds a site that says why to choose you. Your firm keeps showing up, without a partner having to do it.

What you get

  • Strategy
  • A five-page website on your current brand
  • Search and AI visibility, every month
  • A monthly newsletter
  • One new page each quarter
  • A monthly report: inquiries, calls booked, new clients
  • A quarterly review of what brought in calls

What it costs

$4,000 for Strategy, then $1,750 a month for 12 months.

Live in about 2 months.

Not included

A new brand, LinkedIn content, or pages beyond the five and the quarterly additions.

Book a call
RebalanceA full website built to bring in calls, plus monthly content.$53,000first year
StrategyWebsiteAbout 10 months of marketing

Who it's for

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

What changes

Your website starts doing a job: turning the people who look you up into booked calls. The marketing runs every month without your advisors.

What you get

  • Strategy
  • A full new website on your current brand, every page
  • Lead capture, analytics and search set up
  • Search and AI visibility, every month
  • A newsletter and four LinkedIn posts a month
  • One measured site improvement a month
  • Your Google Business Profile, kept up
  • A monthly report and a quarterly review

What it costs

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

Website live in about 3 months.

Not included

A new logo, name or identity. That's Reposition.

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RepositionA new brand first, then a new website.$67,500first year
StrategyBrand and websiteAbout 8 months of marketing

Who it's for

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

What changes

The firm looks and sounds like the one it has become. Prospects, referrers and the advisors you want to hire see the same firm you do.

What you get

  • Strategy, with interviews with you and your clients
  • Positioning and messaging rebuilt from those interviews
  • 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 full new website
  • All of Rebalance's monthly marketing and reporting
  • A focused campaign every quarter

What it costs

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

New brand and website live in about 5 months.

Not included

A new name.

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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
Refocus $1,750/mo. Rebalance and Reposition $4,000/mo.

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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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