Brands That Advisors Build.
You've outgrown your brand. We'll build the one that matches where your firm is going.
What advisors are saying
"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 positive!"
Eric Scruggs
·Hark Financial Planning
"It's rare to find someone doing something new in the field of finance. It's all the same old thing. Lighthouses. Compasses. Sailboats. Then Josh comes along and blows the whole thing up with new, novel, interesting, and fearless work!"
Carl Richards
·Behavior Gap
"Working with Josh was an absolute breeze; his process was clear, efficient, and highly collaborative. He listened intently to my firm's vision and values, and skillfully tailored a logo design that perfectly embodies my brand."
Jared Tanimoto
·Sedai Wealth
"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."
Ashley Quamme
·Beyond the Plan
Built for firms ready to lead their market
If you have multiple advisors with different opinions, we recommend our Full Brand System — where your whole team shapes positioning together. The result is a brand everyone believes in, not just one person's vision.
Three paths forward
Choose the scope that matches where you want the brand to be in 6 months.
Tier 2
Starting at $16,000
12–14 weeks
Everything in Strategy + Identity, plus a full website designed and built to convert. Ideal for firms who want the complete picture — brand and digital presence — done together.
What's included
- Everything in Strategy + Identity
- Website strategy & wireframes
- Custom website design (up to 8 pages)
- Responsive development & CMS setup
- SEO foundation & analytics
- Social media templates & collateral
Not sure which tier fits?
Answer five quick questions and we'll point you in the right direction.
Question 1 of 5
How would you describe your firm's current brand?
How we work
Every engagement follows the same proven structure — adapted to your scope and timeline.
Phase 01
Strategic Foundation
Weeks 1–4
We start by understanding your firm — who you serve, how you're different, and where the brand needs to go. This phase builds the strategic backbone everything else sits on.
- Discovery & stakeholder interviews
- Competitive landscape analysis
- Brand positioning framework
- Messaging architecture
- Audience personas
Phase 02
Visual Identity
Weeks 5–10
With strategy locked, we translate positioning into a visual system — logo, color, typography, and guidelines your team can actually use day to day.
- Logo system & variations
- Color palette & usage rules
- Typography system
- Brand guidelines document
- Asset library & templates
Phase 03
Website & Launch
Weeks 11–16+
We design and build a website that turns your brand into a client-generating asset — responsive, fast, and set up for your team to manage going forward.
- Website strategy & sitemap
- Custom design (up to 8 pages)
- Responsive development & CMS
- SEO foundation & analytics
- Launch plan & collateral
Common questions
Ready to move forward?
Take the brand audit and we'll show you where the gaps are — and exactly how to close them.