FinArtist

For Melinda

Everything you need to know about FinArt Studio.

A complete overview of who we are, how we work, what we charge, and where we're going.

The Firm

01

Brand design for financial advisors. Strategy first. Always.

FinArt Studio is a brand design firm serving RIAs, solo financial advisors, and wealth management firms. Every project begins with positioning — we don't touch visuals until strategy is locked.

Josh Passler founded FinArt after spending years as a financial advisor himself. That background is the unfair advantage — he speaks the language, understands compliance, and has sat in the chair.

The firm runs lean: Josh leads strategy and creative direction. Contractors handle Framer builds and technical execution.

2026 Goals

02

The targets for this year.

Revenue Goal

$120K

Primary Objective

Become the primary studio of the financial services industry.

Business Development

03

The last four clients were won the same way.

A brand audit delivered as a live Framer page at a client-specific URL. Combined with a small homepage prototype built before any conversation started. Both are sent together as the opening move — no pitch deck, no proposal theater. The work does the selling. Outreach is one message, one link, peer-to-peer.

Pipeline

05

Three warm prospects.

01
Josh Bannerman
Bannerman Wealth
Proposal live at finart.studio/bannerman. Succession narrative is the key angle. Decision pending.
02
Christina Hamann
Carter Financial
Proposal sent. Active conversation.
03
Nyle Bayer
Up Capital Management
Multiple outreach attempts. Timing-gated. Strong long-term fit.

Content Strategy

06

Show thinking. Not just visuals.

Every post demonstrates diagnostic capability. The framework is simple: if your homepage copy could belong to any competitor, your positioning isn't solved. That's the "Cover Your Logo" test — FinArt's strongest IP.

Post structure is seven lines max. Bold provocative statement. Specific advisor scenario. What they should do instead. CTA. No emojis. Short sentences. Peer-to-peer tone.

Current gap: inconsistent cadence. No repeatable weekly system. This is the biggest LinkedIn lever.

Pricing

07

Four revenue lines to $120K.

01
Full brand + web engagement
$16,000
4–5 projects per year
02
Web-only or brand-only
$4,500–$6,000
4–6 projects per year
03
Brand audit
$750
6–8 per year
04
Monthly retainer
$4,000 / month
1 current client