Where New Brands are Born
We partner with financial advisors located across the country, many of whom are newly independent having left a wirehouse where all of their branding was predetermined. Establishing a brand for your independent practice from scratch can feel overwhelming. Through in-depth conversation and thought-provoking questions, we’ll uncover what makes you unique and create messaging that not only activates a fully-realized brand experience, it also captivates and motivates prospective clients.
Below is a collection of advisor brands we’ve helped bring to life with links to view live websites.
www.honeycombwealthadvisors.com
With Honeycomb Wealth Advisors, David Cushard wanted to demonstrate the synergy between his passion for helping people optimize their finances and his favorite pastime – beekeeping. With a uniquely structured process that runs year-round and a focus on simplifying complex solutions, his new brand illustrates how careful planning produces life’s sweetest rewards.
Helping people of all ages is what drives Joe Sullivan as a financial planner and community volunteer. While on a camping trip with inner city kids, Joe saw their wonder and excitement at discovering the countless stars above. This experience illuminated his vision for Orion Wealth Consultants. He wanted a brand that inspired individuals and families to think bigger, bolder, and brighter about their financial future.
Kirby Sloan founded Sloan Financial Group to help high-net-worth and high-performing professionals simplify their financial lives, grow their wealth efficiently, and protect their legacies. He was previously affiliated with Edward Jones and had no brand identity of his own, so he wanted to create a truly unique brand that would resonate with his local waterfront community and rise above the competition.
Robert Ruhl loves the outdoors. He and his wife, or “camping partner” as he calls her, love to explore the natural wonders of the greater Denver, CO, area. It’s this adventurous spirit that lead him to found Onward Wealth Management. He wanted to convey how he helps clients map out a detailed financial plan so they can reach their highest goals as quickly and safely as possible.
Chad Wilkinson started Valiant Retire to help businesses navigate regulatory and compliance issues, as well as create empowering retirement plans for employees. Owner of a dairy farm that’s been in his family for generations, Chad wanted to demonstrate his strong work ethic, tenaciousness, and small business acumen, as well as pay tribute to a one-of-a-kind bull he owned named Valiant.
Anees Akhund is an artist, a philanthropist, and a bit of a nonconformist. He started Artha Wealth Advisors because he believes there’s more to money than acquisition and accumulation. With an approach that integrates traditional financial advising with a deeper understanding of what wealth truly means, Anees wanted a brand and messaging that inspires people to build prosperity with purpose.
Jennifer Rose and her husband, Frankie, founded True North Investment Partners to help keep clients moving in the right direction throughout their life’s journey. More than advisors, they endeavor to be true partners, providing a constellation of comprehensive services, support, and education to carefully guide clients to their dream destination.
Financial commitment starts with an emotional connection.
Get prospects to feel strongly about your advisory with Advisor Brand Partners.
advisorbrandpartners.com 