Brand Studio for Financial Advisors

For advisors who are done looking like every other advisory firm.

FinArt builds strategy and identity for advisors who are done guessing at their brand.

See How It Works

Brand Studio for Financial Advisors

For advisors who are done looking like every other advisory firm.

FinArt builds strategy and identity for advisors who are done guessing at their brand.

See How It Works

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
02
PositioningMessaging

Strategic Foundation

Positioning, messaging, and target client clarity. This gets built, reviewed, and approved before a single design decision gets made.

We craft the strategic backbone — who you serve, why you're different, and how to say it — so every design decision has a reason.

Brand positioning statementMessaging frameworkIdeal client profile
03
IdentityWebCollateral

Visual Identity

Design that comes directly from strategy. Not the other way around. This is why it looks right — and why it converts.

Logo, typography, color, and a full visual system designed to build trust with high-net-worth clients at first glance.

Logo & visual systemWebsite designMarketing collateral
04
Brand GuideTemplates

Execution

Delivered with an implementation roadmap so you know exactly how to use it. You leave with a brand, not just files.

Everything packaged for your team to run with — brand guidelines, templates, and a clear plan for rollout.

Brand guidelines documentEditable templatesImplementation roadmap

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
02
PositioningMessaging

Strategic Foundation

Positioning, messaging, and target client clarity. This gets built, reviewed, and approved before a single design decision gets made.

We craft the strategic backbone — who you serve, why you're different, and how to say it — so every design decision has a reason.

Brand positioning statementMessaging frameworkIdeal client profile
03
IdentityWebCollateral

Visual Identity

Design that comes directly from strategy. Not the other way around. This is why it looks right — and why it converts.

Logo, typography, color, and a full visual system designed to build trust with high-net-worth clients at first glance.

Logo & visual systemWebsite designMarketing collateral
04
Brand GuideTemplates

Execution

Delivered with an implementation roadmap so you know exactly how to use it. You leave with a brand, not just files.

Everything packaged for your team to run with — brand guidelines, templates, and a clear plan for rollout.

Brand guidelines documentEditable templatesImplementation roadmap

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
02
PositioningMessaging

Strategic Foundation

Positioning, messaging, and target client clarity. This gets built, reviewed, and approved before a single design decision gets made.

We craft the strategic backbone — who you serve, why you're different, and how to say it — so every design decision has a reason.

Brand positioning statementMessaging frameworkIdeal client profile
03
IdentityWebCollateral

Visual Identity

Design that comes directly from strategy. Not the other way around. This is why it looks right — and why it converts.

Logo, typography, color, and a full visual system designed to build trust with high-net-worth clients at first glance.

Logo & visual systemWebsite designMarketing collateral
04
Brand GuideTemplates

Execution

Delivered with an implementation roadmap so you know exactly how to use it. You leave with a brand, not just files.

Everything packaged for your team to run with — brand guidelines, templates, and a clear plan for rollout.

Brand guidelines documentEditable templatesImplementation roadmap

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
02
PositioningMessaging

Strategic Foundation

Positioning, messaging, and target client clarity. This gets built, reviewed, and approved before a single design decision gets made.

We craft the strategic backbone — who you serve, why you're different, and how to say it — so every design decision has a reason.

Brand positioning statementMessaging frameworkIdeal client profile
03
IdentityWebCollateral

Visual Identity

Design that comes directly from strategy. Not the other way around. This is why it looks right — and why it converts.

Logo, typography, color, and a full visual system designed to build trust with high-net-worth clients at first glance.

Logo & visual systemWebsite designMarketing collateral
04
Brand GuideTemplates

Execution

Delivered with an implementation roadmap so you know exactly how to use it. You leave with a brand, not just files.

Everything packaged for your team to run with — brand guidelines, templates, and a clear plan for rollout.

Brand guidelines documentEditable templatesImplementation roadmap

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
02
PositioningMessaging

Strategic Foundation

Positioning, messaging, and target client clarity. This gets built, reviewed, and approved before a single design decision gets made.

We craft the strategic backbone — who you serve, why you're different, and how to say it — so every design decision has a reason.

Brand positioning statementMessaging frameworkIdeal client profile
03
IdentityWebCollateral

Visual Identity

Design that comes directly from strategy. Not the other way around. This is why it looks right — and why it converts.

Logo, typography, color, and a full visual system designed to build trust with high-net-worth clients at first glance.

Logo & visual systemWebsite designMarketing collateral
04
Brand GuideTemplates

Execution

Delivered with an implementation roadmap so you know exactly how to use it. You leave with a brand, not just files.

Everything packaged for your team to run with — brand guidelines, templates, and a clear plan for rollout.

Brand guidelines documentEditable templatesImplementation roadmap

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
02
PositioningMessaging

Strategic Foundation

Positioning, messaging, and target client clarity. This gets built, reviewed, and approved before a single design decision gets made.

We craft the strategic backbone — who you serve, why you're different, and how to say it — so every design decision has a reason.

Brand positioning statementMessaging frameworkIdeal client profile
03
IdentityWebCollateral

Visual Identity

Design that comes directly from strategy. Not the other way around. This is why it looks right — and why it converts.

Logo, typography, color, and a full visual system designed to build trust with high-net-worth clients at first glance.

Logo & visual systemWebsite designMarketing collateral
04
Brand GuideTemplates

Execution

Delivered with an implementation roadmap so you know exactly how to use it. You leave with a brand, not just files.

Everything packaged for your team to run with — brand guidelines, templates, and a clear plan for rollout.

Brand guidelines documentEditable templatesImplementation roadmap
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.

Trusted By

Client 1
Client 2
Client 3
Client 4
Client 5
Client 6
Client 1
Client 2
Client 3
Client 4
Client 5
Client 6
Client 1
Client 2
Client 3
Client 4
Client 5
Client 6
Client 7
Client 8
Client 9
Client 10
Client 11
Client 12
Client 7
Client 8
Client 9
Client 10
Client 11
Client 12
Client 7
Client 8
Client 9
Client 10
Client 11
Client 12

Trusted By

Client 1
Client 2
Client 3
Client 4
Client 5
Client 6
Client 1
Client 2
Client 3
Client 4
Client 5
Client 6
Client 1
Client 2
Client 3
Client 4
Client 5
Client 6
Client 7
Client 8
Client 9
Client 10
Client 11
Client 12
Client 7
Client 8
Client 9
Client 10
Client 11
Client 12
Client 7
Client 8
Client 9
Client 10
Client 11
Client 12

Trusted By

Client 1
Client 2
Client 3
Client 4
Client 5
Client 6
Client 1
Client 2
Client 3
Client 4
Client 5
Client 6
Client 1
Client 2
Client 3
Client 4
Client 5
Client 6
Client 7
Client 8
Client 9
Client 10
Client 11
Client 12
Client 7
Client 8
Client 9
Client 10
Client 11
Client 12
Client 7
Client 8
Client 9
Client 10
Client 11
Client 12
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