Brand & web design studio

Your brand is
costing you clients.

Your brand is
costing you clients.

Your brand is
costing you clients.

I’m a former advisor. My team and I find where advisory firms lose trust, then rebuild the brand and site that earns it back.

I’m a former advisor. My team and I find where advisory firms lose trust, then rebuild the brand and site that earns it back.

A brand and web studio started by a former financial advisor.

A brand and web studio started by a former financial advisor.

A brand and web studio started by a former financial advisor.

I spent eight years as a financial advisor at TD Ameritrade and TIAA before I started FinArt. I know how a prospect picks a firm, because people used to pick me.

I spent eight years as a financial advisor at TD Ameritrade and TIAA before I started FinArt. I know how a prospect picks a firm, because people used to pick me.

You won’t have to explain your business to me. I’ve done the job.

You won’t have to explain your business to me. I’ve done the job.

I start by putting in writing what makes your firm different. Then my team and I design the brand and the website around it.

I start by putting in writing what makes your firm different. Then my team and I design the brand and the website around it.

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

People decide whether to trust a firm before they ever talk to it. That decision is made by the brand, and it’s happening every day.

Selected work

Same firm. Same advisors. The only thing that changed is the brand.

Same firm. Same advisors. The only thing that changed is the brand.

Same firm. Same advisors. The only thing that changed is the brand.

Fallbrook FI website on a laptop
01//04

“From advice handed off to advice carried through.”

Brand strategyBrand designWeb

Tessara Wealth identity on stage at an eventBallast Point Financial Planning, the logo beforeBefore
02//04

“The trusted partner for high-achieving women, blending expertise with empathy to make finances empowering, approachable, and life-affirming.”

Brand strategyBrand designWeb

Santiago brand mark on a warm gradientRLS Wealth, the logo beforeBefore
03//04

“Life planning, reimagined.”

Brand strategyBrand designWeb

Prospero Wealth enamel pins on a beanieProspero Wealth, the logo beforeBefore
04//04

“Data-driven financial strategy for builders and engineers.”

Brand strategyBrand designWeb

Programs

Three ways to work with us.

Three ways to work with us.

Three ways to work with us.

What you get
  • Brand foundation
  • Logo system
  • Brand mockups
  • Profile copy
  • Identity File

Need a website too? The Website add-on builds up to five pages in your new identity, live four weeks after the Sprint.

Start the Sprint →
Fallbrook FI stationery and website
Fallbrook FI website on a laptop
Fallbrook FI business cards
What you get
  • Brand audit & diagnosis
  • Market repositioning
  • New brand identity
  • Messaging & voice
  • Website redesign
  • Firm File
  • Brand rollout
Apply for the Flagship →
Vertex Capital Advisors business cards
Tessara Wealth hardcover book
Santiago embroidered patch
What you get
  • Site care
  • Quarterly brand review
  • Content & campaigns
  • Conversion & web audits
Book a call →
Prospero Wealth website on a laptop
Childfree Trust website on a phone
Tessara Wealth website on a tablet

Not ready yet? See your firm the way a stranger does. Get the free Brand Audit →

In their words

The feedback from clients has been overwhelmingly positive. Eric Scruggs, Hark Financial Planning. Josh not only has a creative eye for brand design and brand positioning, but he was very thoughtful in the redesign process he took Fallbrook Fi through. Fallbrook Fi’s brand and website are now strong and cohesive. Devin Watts, Fallbrook Fi. 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, Beyond The Plan.

Next

Your next client is already judging your brand. What do they see?

Your next client is already judging your brand. What do they see?

Your next client is already judging your brand. What do they see?

Book a Call