A BRAND STUDIO FOR FINANCIAL ADVISORS

A BRAND STUDIO FOR FINANCIAL ADVISORS

A BRAND STUDIO FOR FINANCIAL ADVISORS

Brands That Advisors Build.
Clients Remember.

Brands That Advisors Build.
Clients Remember.

Brands That Advisors Build.
Clients Remember.

You've outgrown your brand. We build the one that matches.

You've outgrown your brand. We build the one that matches.

You've outgrown your brand. We build the one that matches.

Take the Brand Audit

Take the Brand Audit

Take the Brand Audit

Before FinArt
Childfree Trust beforeSantiago beforeSage Content beforeVertex Capital beforeTessara Wealth before

Childfree Trust was tied to their parent company's corporate identity, lacking the emotional warmth needed for their nurturing estate planning service.

RLS Wealth was traditional wealth management – missing spiritually-minded professionals seeking authentic, purpose-driven guidance.

Sage Content is a video subsidiary under N2 Content Marketing with an AI-generated logo.

Vertex lacked a cohesive brand identity to match their expertise in family-oriented financial planning for pre-retirees.

Four partners, four different answers to "who do we serve," and an unwanted name.

Childfree Trust
Santiago
Sage Content
Vertex Capital
Tessara Wealth
Now
Childfree Trust nowSantiago nowSage Content nowVertex Capital nowTessara Wealth now

Now they have a complete brand system built on 'The Beloved' archetype—balancing trust with warmth to become the go-to for childfree estate planning.

Santiago became revolutionary life planning that attracts ideal clients by leading with self-discovery and life purpose, positioning wealth as outcome, not objective.

Sage Content now has a premium standalone owl logo that commands attention and position.

Now they have a distinctive elk-branded identity conveying strength, reliability, and trusted financial guidance.

A firm that owns the "personal + holistic" quadrant for high-achieving women — with a brand that backs it up.

Before FinArt
Childfree Trust beforeSantiago beforeSage Content beforeVertex Capital beforeTessara Wealth before

Childfree Trust was tied to their parent company's corporate identity, lacking the emotional warmth needed for their nurturing estate planning service.

RLS Wealth was traditional wealth management – missing spiritually-minded professionals seeking authentic, purpose-driven guidance.

Sage Content is a video subsidiary under N2 Content Marketing with an AI-generated logo.

Vertex lacked a cohesive brand identity to match their expertise in family-oriented financial planning for pre-retirees.

Four partners, four different answers to "who do we serve," and an unwanted name.

Childfree Trust
Santiago
Sage Content
Vertex Capital
Tessara Wealth
Now
Childfree Trust nowSantiago nowSage Content nowVertex Capital nowTessara Wealth now

Now they have a complete brand system built on 'The Beloved' archetype—balancing trust with warmth to become the go-to for childfree estate planning.

Santiago became revolutionary life planning that attracts ideal clients by leading with self-discovery and life purpose, positioning wealth as outcome, not objective.

Sage Content now has a premium standalone owl logo that commands attention and position.

Now they have a distinctive elk-branded identity conveying strength, reliability, and trusted financial guidance.

A firm that owns the "personal + holistic" quadrant for high-achieving women — with a brand that backs it up.

Before FinArt
Childfree Trust beforeSantiago beforeSage Content beforeVertex Capital beforeTessara Wealth before

Childfree Trust was tied to their parent company's corporate identity, lacking the emotional warmth needed for their nurturing estate planning service.

RLS Wealth was traditional wealth management – missing spiritually-minded professionals seeking authentic, purpose-driven guidance.

Sage Content is a video subsidiary under N2 Content Marketing with an AI-generated logo.

Vertex lacked a cohesive brand identity to match their expertise in family-oriented financial planning for pre-retirees.

Four partners, four different answers to "who do we serve," and an unwanted name.

Childfree Trust
Santiago
Sage Content
Vertex Capital
Tessara Wealth
Now
Childfree Trust nowSantiago nowSage Content nowVertex Capital nowTessara Wealth now

Now they have a complete brand system built on 'The Beloved' archetype—balancing trust with warmth to become the go-to for childfree estate planning.

Santiago became revolutionary life planning that attracts ideal clients by leading with self-discovery and life purpose, positioning wealth as outcome, not objective.

Sage Content now has a premium standalone owl logo that commands attention and position.

Now they have a distinctive elk-branded identity conveying strength, reliability, and trusted financial guidance.

A firm that owns the "personal + holistic" quadrant for high-achieving women — with a brand that backs it up.

Trusted By

Client 1
Client 2
Client 3
Client 4
Client 5
Client 6
Client 1
Client 2
Client 3
Client 4
Client 5
Client 6
Client 1
Client 2
Client 3
Client 4
Client 5
Client 6
Client 7
Client 8
Client 9
Client 10
Client 11
Client 12
Client 7
Client 8
Client 9
Client 10
Client 11
Client 12
Client 7
Client 8
Client 9
Client 10
Client 11
Client 12

Trusted By

Client 1
Client 2
Client 3
Client 4
Client 5
Client 6
Client 1
Client 2
Client 3
Client 4
Client 5
Client 6
Client 1
Client 2
Client 3
Client 4
Client 5
Client 6
Client 7
Client 8
Client 9
Client 10
Client 11
Client 12
Client 7
Client 8
Client 9
Client 10
Client 11
Client 12
Client 7
Client 8
Client 9
Client 10
Client 11
Client 12

Trusted By

Client 1
Client 2
Client 3
Client 4
Client 5
Client 6
Client 1
Client 2
Client 3
Client 4
Client 5
Client 6
Client 1
Client 2
Client 3
Client 4
Client 5
Client 6
Client 7
Client 8
Client 9
Client 10
Client 11
Client 12
Client 7
Client 8
Client 9
Client 10
Client 11
Client 12
Client 7
Client 8
Client 9
Client 10
Client 11
Client 12

The Problem

You've grown. Your brand hasn't caught up.

What if...

Your website converted like your best discovery call?
New hires could articulate your value on day one?
Ideal clients found you instead of the other way around?
Premium fees were a given, not a negotiation?
You stopped explaining — and started attracting?

Here's how we get there

The Process

Four phases. One brand that actually works.

01
Discovery
We dig into your business, your clients, and what makes you different — not what makes you look like every other advisor.
AuditInterviews
02
Strategy
We define your positioning, archetype, and messaging framework — the strategic backbone everything else is built on.
PositioningMessaging
03
Design
Visual identity, website, and every touchpoint — designed to convert, not just look good on a mood board.
IdentityWebCollateral
04
Launch
We hand off a complete brand system your team can run with — guidelines, templates, and a site that's live.
Brand GuideTemplates

The Problem

You've grown. Your brand hasn't caught up.

What if...

Your website converted like your best discovery call?
New hires could articulate your value on day one?
Ideal clients found you instead of the other way around?
Premium fees were a given, not a negotiation?
You stopped explaining — and started attracting?

Here's how we get there

The Process

Four phases. One brand that actually works.

01
Discovery
We dig into your business, your clients, and what makes you different — not what makes you look like every other advisor.
AuditInterviews
02
Strategy
We define your positioning, archetype, and messaging framework — the strategic backbone everything else is built on.
PositioningMessaging
03
Design
Visual identity, website, and every touchpoint — designed to convert, not just look good on a mood board.
IdentityWebCollateral
04
Launch
We hand off a complete brand system your team can run with — guidelines, templates, and a site that's live.
Brand GuideTemplates

The Problem

You've grown. Your brand hasn't caught up.

What if...

Your website converted like your best discovery call?
New hires could articulate your value on day one?
Ideal clients found you instead of the other way around?
Premium fees were a given, not a negotiation?
You stopped explaining — and started attracting?

Here's how we get there

The Process

Four phases. One brand that actually works.

01
Discovery
We dig into your business, your clients, and what makes you different — not what makes you look like every other advisor.
AuditInterviews
02
Strategy
We define your positioning, archetype, and messaging framework — the strategic backbone everything else is built on.
PositioningMessaging
03
Design
Visual identity, website, and every touchpoint — designed to convert, not just look good on a mood board.
IdentityWebCollateral
04
Launch
We hand off a complete brand system your team can run with — guidelines, templates, and a site that's live.
Brand GuideTemplates
FIN
ART
FIN
ART
FIN
ART
CLIENT STORIES

Proof in the partnerships.

"Working with FinArt completely transformed how we present ourselves to clients. The brand finally feels like us."

AQ
Ashley QuammeBeyond the Plan

"They didn't just design a logo — they uncovered the story we'd been trying to tell for years."

CR
Carl RichardsBehavior Gap

"From day one, the process felt collaborative and intentional. The result exceeded every expectation."

ES
Eric ScruggsHark Financial Planning

"FinArt gave us a brand that actually differentiates us in a sea of sameness. Worth every penny."

JT
Jared TanimotoSedai Wealth

"The attention to detail was remarkable. Every touchpoint feels polished and cohesive now."

MH
Michael H. BakerVertex Capital Advisors

"I've worked with other designers before — this was on another level entirely. Strategic, beautiful, and deeply personal."

ST
Shawn TydlaskaTessara Wealth

"Working with FinArt completely transformed how we present ourselves to clients. The brand finally feels like us."

AQ
Ashley QuammeBeyond the Plan

"They didn't just design a logo — they uncovered the story we'd been trying to tell for years."

CR
Carl RichardsBehavior Gap

"From day one, the process felt collaborative and intentional. The result exceeded every expectation."

ES
Eric ScruggsHark Financial Planning

"FinArt gave us a brand that actually differentiates us in a sea of sameness. Worth every penny."

JT
Jared TanimotoSedai Wealth

"The attention to detail was remarkable. Every touchpoint feels polished and cohesive now."

MH
Michael H. BakerVertex Capital Advisors

"I've worked with other designers before — this was on another level entirely. Strategic, beautiful, and deeply personal."

ST
Shawn TydlaskaTessara Wealth

"Working with FinArt completely transformed how we present ourselves to clients. The brand finally feels like us."

AQ
Ashley QuammeBeyond the Plan

"They didn't just design a logo — they uncovered the story we'd been trying to tell for years."

CR
Carl RichardsBehavior Gap

"From day one, the process felt collaborative and intentional. The result exceeded every expectation."

ES
Eric ScruggsHark Financial Planning

"FinArt gave us a brand that actually differentiates us in a sea of sameness. Worth every penny."

JT
Jared TanimotoSedai Wealth

"The attention to detail was remarkable. Every touchpoint feels polished and cohesive now."

MH
Michael H. BakerVertex Capital Advisors

"I've worked with other designers before — this was on another level entirely. Strategic, beautiful, and deeply personal."

ST
Shawn TydlaskaTessara Wealth
CLIENT STORIES

Proof in the partnerships.

"Working with FinArt completely transformed how we present ourselves to clients. The brand finally feels like us."

AQ
Ashley QuammeBeyond the Plan

"They didn't just design a logo — they uncovered the story we'd been trying to tell for years."

CR
Carl RichardsBehavior Gap

"From day one, the process felt collaborative and intentional. The result exceeded every expectation."

ES
Eric ScruggsHark Financial Planning

"FinArt gave us a brand that actually differentiates us in a sea of sameness. Worth every penny."

JT
Jared TanimotoSedai Wealth

"The attention to detail was remarkable. Every touchpoint feels polished and cohesive now."

MH
Michael H. BakerVertex Capital Advisors

"I've worked with other designers before — this was on another level entirely. Strategic, beautiful, and deeply personal."

ST
Shawn TydlaskaTessara Wealth

"Working with FinArt completely transformed how we present ourselves to clients. The brand finally feels like us."

AQ
Ashley QuammeBeyond the Plan

"They didn't just design a logo — they uncovered the story we'd been trying to tell for years."

CR
Carl RichardsBehavior Gap

"From day one, the process felt collaborative and intentional. The result exceeded every expectation."

ES
Eric ScruggsHark Financial Planning

"FinArt gave us a brand that actually differentiates us in a sea of sameness. Worth every penny."

JT
Jared TanimotoSedai Wealth

"The attention to detail was remarkable. Every touchpoint feels polished and cohesive now."

MH
Michael H. BakerVertex Capital Advisors

"I've worked with other designers before — this was on another level entirely. Strategic, beautiful, and deeply personal."

ST
Shawn TydlaskaTessara Wealth

"Working with FinArt completely transformed how we present ourselves to clients. The brand finally feels like us."

AQ
Ashley QuammeBeyond the Plan

"They didn't just design a logo — they uncovered the story we'd been trying to tell for years."

CR
Carl RichardsBehavior Gap

"From day one, the process felt collaborative and intentional. The result exceeded every expectation."

ES
Eric ScruggsHark Financial Planning

"FinArt gave us a brand that actually differentiates us in a sea of sameness. Worth every penny."

JT
Jared TanimotoSedai Wealth

"The attention to detail was remarkable. Every touchpoint feels polished and cohesive now."

MH
Michael H. BakerVertex Capital Advisors

"I've worked with other designers before — this was on another level entirely. Strategic, beautiful, and deeply personal."

ST
Shawn TydlaskaTessara Wealth
CLIENT STORIES

Proof in the partnerships.

"Working with FinArt completely transformed how we present ourselves to clients. The brand finally feels like us."

AQ
Ashley QuammeBeyond the Plan

"They didn't just design a logo — they uncovered the story we'd been trying to tell for years."

CR
Carl RichardsBehavior Gap

"From day one, the process felt collaborative and intentional. The result exceeded every expectation."

ES
Eric ScruggsHark Financial Planning

"FinArt gave us a brand that actually differentiates us in a sea of sameness. Worth every penny."

JT
Jared TanimotoSedai Wealth

"The attention to detail was remarkable. Every touchpoint feels polished and cohesive now."

MH
Michael H. BakerVertex Capital Advisors

"I've worked with other designers before — this was on another level entirely. Strategic, beautiful, and deeply personal."

ST
Shawn TydlaskaTessara Wealth

"Working with FinArt completely transformed how we present ourselves to clients. The brand finally feels like us."

AQ
Ashley QuammeBeyond the Plan

"They didn't just design a logo — they uncovered the story we'd been trying to tell for years."

CR
Carl RichardsBehavior Gap

"From day one, the process felt collaborative and intentional. The result exceeded every expectation."

ES
Eric ScruggsHark Financial Planning

"FinArt gave us a brand that actually differentiates us in a sea of sameness. Worth every penny."

JT
Jared TanimotoSedai Wealth

"The attention to detail was remarkable. Every touchpoint feels polished and cohesive now."

MH
Michael H. BakerVertex Capital Advisors

"I've worked with other designers before — this was on another level entirely. Strategic, beautiful, and deeply personal."

ST
Shawn TydlaskaTessara Wealth

"Working with FinArt completely transformed how we present ourselves to clients. The brand finally feels like us."

AQ
Ashley QuammeBeyond the Plan

"They didn't just design a logo — they uncovered the story we'd been trying to tell for years."

CR
Carl RichardsBehavior Gap

"From day one, the process felt collaborative and intentional. The result exceeded every expectation."

ES
Eric ScruggsHark Financial Planning

"FinArt gave us a brand that actually differentiates us in a sea of sameness. Worth every penny."

JT
Jared TanimotoSedai Wealth

"The attention to detail was remarkable. Every touchpoint feels polished and cohesive now."

MH
Michael H. BakerVertex Capital Advisors

"I've worked with other designers before — this was on another level entirely. Strategic, beautiful, and deeply personal."

ST
Shawn TydlaskaTessara Wealth

Projects Tailored to You

Two paths. One standard: distinctly yours.

4 Weeks
Starting at
$4,000

For solo and breakaway advisors who want positioning clarity fast. You know your methodology — you just need help articulating why you're different.

Logo DesignColor PaletteBrand VoiceMessaging Framework
Learn More
RECOMMENDED
12+ Weeks
Starting at
$13,000

For multi-advisor RIAs ready for complete brand clarity. A cohesive visual identity, strategic messaging, and a system your team can actually execute.

Visual IdentityStrategic MessagingWebsite DesignBrand GuidelinesTypography System
Learn More

Projects Tailored to You

Two paths. One standard: distinctly yours.

4 Weeks
Starting at
$4,000

For solo and breakaway advisors who want positioning clarity fast. You know your methodology — you just need help articulating why you're different.

Logo DesignColor PaletteBrand VoiceMessaging Framework
Learn More
RECOMMENDED
12+ Weeks
Starting at
$13,000

For multi-advisor RIAs ready for complete brand clarity. A cohesive visual identity, strategic messaging, and a system your team can actually execute.

Visual IdentityStrategic MessagingWebsite DesignBrand GuidelinesTypography System
Learn More

Projects Tailored to You

Two paths. One standard: distinctly yours.

4 Weeks
Starting at
$4,000

For solo and breakaway advisors who want positioning clarity fast. You know your methodology — you just need help articulating why you're different.

Logo DesignColor PaletteBrand VoiceMessaging Framework
Learn More
RECOMMENDED
12+ Weeks
Starting at
$13,000

For multi-advisor RIAs ready for complete brand clarity. A cohesive visual identity, strategic messaging, and a system your team can actually execute.

Visual IdentityStrategic MessagingWebsite DesignBrand GuidelinesTypography System
Learn More

Built for Firms Ready to Scale

Childfree Trust

Brand Strategy / Visual Identity

Santiago

Brand Strategy / Visual Identity / Web Design

Tessara Wealth

Brand Strategy / Visual Identity / Web Design

Built for Firms
Ready to Scale

Childfree Trust

Brand Strategy / Visual Identity

Santiago

Brand Strategy / Visual Identity / Web Design

Tessara Wealth

Brand Strategy / Visual Identity / Web Design

Built for Firms Ready to Scale

Childfree Trust

Brand Strategy / Visual Identity

Santiago

Brand Strategy / Visual Identity / Web Design

Tessara Wealth

Brand Strategy / Visual Identity / Web Design

Why Advisors Work With Us

Built By An Advisor, For Advisors

After years as a financial advisor, I know exactly what moves the needle—and what's just noise.


I understand client acquisition, AUM growth, and the branding decisions that actually impact your bottom line.


Most agencies learn your business during discovery.


I already live it.

Brands That Convert, Not Just Impress

Most studios start with moodboards and design concepts.


We start by solving your positioning problem.

One Brand.

Every Advisor Aligned.

Multi-advisor firms struggle with inconsistent messaging across partners, regions, and service lines.


We get everyone rowing in the same direction before we touch design—so your advisors feel confident presenting the brand, not confused by it.


The result: a unified brand that scales with your team.

Why Advisors Work
With Us

Built By An Advisor, For Advisors

After years as a financial advisor, I know exactly what moves the needle—and what's just noise.


I understand client acquisition, AUM growth, and the branding decisions that actually impact your bottom line.


Most agencies learn your business during discovery.


I already live it.

Brands That Convert, Not Just Impress

Most studios start with moodboards and design concepts.


We start by solving your positioning problem.

One Brand.

Every Advisor Aligned.

Multi-advisor firms struggle with inconsistent messaging across partners, regions, and service lines.


We get everyone rowing in the same direction before we touch design—so your advisors feel confident presenting the brand, not confused by it.


The result: a unified brand that scales with your team.

Why Advisors Work With Us

I've Been In

Your Seat

After years as a financial advisor, I know exactly what moves the needle—and what's just noise.


I understand client acquisition, AUM growth, and the branding decisions that actually impact your bottom line.


Most agencies learn your business during discovery.


I already live it.

Strategy Before

Aesthetics

Most studios start with moodboards and design concepts.


We start by solving your positioning problem.

Built for

Complexity

Multi-advisor firms struggle with inconsistent messaging across partners, regions, and service lines.


We get everyone rowing in the same direction before we touch design—so your advisors feel confident presenting the brand, not confused by it.


The result: a unified brand that scales with your team.

Your brand should work
as hard as you do.
Let's build the one that matches.
Book a Strategy Call

No pitch. No pressure.

Your brand should work
as hard as you do.
Let's build the one that matches.
Book a Strategy Call

No pitch. No pressure.

Your brand should work
as hard as you do.
Let's build the one that matches.
Book a Strategy Call

No pitch. No pressure.

© 2026 FinArt, LLC.

EMAIL

JOSH@THEFINARTIST.COM

FINART STUDIO

© 2026 FinArt, LLC.

EMAIL

JOSH@THEFINARTIST.COM

FINART STUDIO

© 2026 FinArt, LLC.

EMAIL

JOSH@THEFINARTIST.COM

FINART STUDIO