How It Works

Strategy before design. Every time.

Most rebrands fail because they skip this part.

01
AuditInterviews

Diagnostic

We identify the real positioning problem before anything visual begins. Most advisors think they need a new logo. They usually need clarity on who they are and who they're for.

A deep-dive into your current brand perception, competitive landscape, and client feedback to surface what's actually holding growth back.

Stakeholder interviewsCompetitive auditClient perception analysis
Diagnostic

How It Works

Strategy before design. Every time.

Most rebrands fail because they skip this part.

01
AuditInterviews

Diagnostic

We identify the real positioning problem before anything visual begins. Most advisors think they need a new logo. They usually need clarity on who they are and who they're for.

A deep-dive into your current brand perception, competitive landscape, and client feedback to surface what's actually holding growth back.

Stakeholder interviewsCompetitive auditClient perception analysis
Diagnostic

Strategy-First Branding

The brand studio built exclusively for financial advisors.

4 Weeks

From kickoff to approved strategic foundation

$0

Spent on design before positioning is approved

1

Required strategic checkpoint before any visual work begins

Brand & Web Studio for Financial Advisors

Stop explaining what makes you different. Your brand should do that.

Advisory firms come to FinArt when they're tired of sounding like every other firm — and ready to build something that works without them having to sell it.

See How It Works

Brand & Web Studio for Financial Advisors

Stop explaining what makes you different. Your brand should do that.

Advisory firms come to FinArt when they're tired of sounding like every other firm — and ready to build something that works without them having to sell it.

See How It Works
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How It Works

Strategy before design. Every time.

Most rebrands fail because they skip this part.

01
AuditInterviews

Diagnostic

We identify the real positioning problem before anything visual begins. Most advisors think they need a new logo. They usually need clarity on who they are and who they're for.

A deep-dive into your current brand perception, competitive landscape, and client feedback to surface what's actually holding growth back.

Stakeholder interviewsCompetitive auditClient perception analysis
Diagnostic

Strategy-First Branding

The brand studio built exclusively for financial advisors.

4 Weeks

From kickoff to approved strategic foundation

$0

Spent on design before positioning is approved

1

Required strategic checkpoint before any visual work begins

Strategy-First Branding

The brand studio built exclusively for financial advisors.

4 Weeks

From kickoff to approved strategic foundation

$0

Spent on design before positioning is approved

1

Required strategic checkpoint before any visual work begins

Strategy-First Branding

The brand studio built exclusively for financial advisors.

4 Weeks

From kickoff to approved strategic foundation

$0

Spent on design before positioning is approved

1

Required strategic checkpoint before any visual work begins

Strategy-First Branding

The brand studio built exclusively for financial advisors.

4 Weeks

From kickoff to approved strategic foundation

$0

Spent on design before positioning is approved

1

Required strategic checkpoint before any visual work begins

How It Works

Strategy before design. Every time.

Most advisors come to us with a design problem. It's almost never a design problem.

01
AuditInterviews

Diagnostic

We identify the real positioning problem before anything visual begins. Most advisors think they need a new logo. They usually need clarity on who they are and who they're for.

A deep-dive into your current brand perception, competitive landscape, and client feedback to surface what's actually holding growth back.

Stakeholder interviewsCompetitive auditClient perception analysis
Diagnostic

How It Works

Strategy before design. Every time.

Most advisors come to us with a design problem. It's almost never a design problem.

01
AuditInterviews

Diagnostic

We identify the real positioning problem before anything visual begins. Most advisors think they need a new logo. They usually need clarity on who they are and who they're for.

A deep-dive into your current brand perception, competitive landscape, and client feedback to surface what's actually holding growth back.

Stakeholder interviewsCompetitive auditClient perception analysis
Diagnostic
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.

FIN
ART
FIN
ART
FIN
ART

Client Results

What advisors say after the work is done.

Every engagement starts with strategy. These are the outcomes.

Hark Financial Planning

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

Eric Scruggs

Founder

Santiago

Three months after launch, our inbound leads tripled. But more importantly, the right people started calling. That never happened before.

Justin Castelli

Justin Castelli

Founder

Beyond The Plan

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

Ashley Quamme

Founder

Vertex Capital Advisors

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.

Michael H. Baker

Michael H. Baker

Co-Founder

Tessara Wealth

The rebrand paid for itself in the first quarter. Not because of some marketing trick — because we finally looked like the firm we actually are.

Shawn Tydlaska

Shawn Tydlaska

Founder

Client Results

What advisors say after the work is done.

Every engagement starts with strategy. These are the outcomes.

Hark Financial Planning

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

Eric Scruggs

Founder

Santiago

Three months after launch, our inbound leads tripled. But more importantly, the right people started calling. That never happened before.

Justin Castelli

Justin Castelli

Founder

Beyond The Plan

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

Ashley Quamme

Founder

Vertex Capital Advisors

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.

Michael H. Baker

Michael H. Baker

Co-Founder

Tessara Wealth

The rebrand paid for itself in the first quarter. Not because of some marketing trick — because we finally looked like the firm we actually are.

Shawn Tydlaska

Shawn Tydlaska

Founder

Client Results

What advisors say after the work is done.

Every engagement starts with strategy. These are the outcomes.

Hark Financial Planning

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

Eric Scruggs

Founder

Santiago

Three months after launch, our inbound leads tripled. But more importantly, the right people started calling. That never happened before.

Justin Castelli

Justin Castelli

Founder

Beyond The Plan

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

Ashley Quamme

Founder

Vertex Capital Advisors

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.

Michael H. Baker

Michael H. Baker

Co-Founder

Tessara Wealth

The rebrand paid for itself in the first quarter. Not because of some marketing trick — because we finally looked like the firm we actually are.

Shawn Tydlaska

Shawn Tydlaska

Founder

Two paths. One standard.

Two paths. One standard: distinctly yours.

4-Week Sprint

For solo and breakaway advisors who wants positioning, messaging, logo system, colors, and typography fast.

Learn More
RECOMMENDED

Full Brand System

For multi-advisor RIAs ready for complete brand clarity and a system your team can execute.

Learn More

Two paths. One standard.

Two paths. One standard: distinctly yours.

4-Week Sprint

For solo and breakaway advisors who wants positioning, messaging, logo system, colors, and typography fast.

Learn More
RECOMMENDED

Full Brand System

For multi-advisor RIAs ready for complete brand clarity and a system your team can execute.

Learn More

Two paths. One standard.

Two paths. One standard: distinctly yours.

4-Week Sprint

For solo and breakaway advisors who wants positioning, messaging, logo system, colors, and typography fast.

Learn More
RECOMMENDED

Full Brand System

For multi-advisor RIAs ready for complete brand clarity and a system your team can execute.

Learn More
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