Logo + Design 
Services For RIA Firms
Helping Advisors
Make a Postive Impression
Your visual identity is more than a logo—it’s the foundation of a complete, cohesive brand experience. We develop custom visual design systems for investment advisors that ensure consistency, clarity, and professionalism across every client interaction.
Beyond logos, color palettes, and typography, we create brand assets that bring your identity to life—pitch decks that inspire confidence, brochures that clearly communicate your services, signage that reinforces your presence, and client-facing materials that reflect your expertise.
Using a signature color in your design system can increase brand recognition by 80%.
We Help You Navigate the Nuances of Design
Designing a memorable and impactful visual identity is no easy task and without the right expertise, it can be challenging to develop a consistent, cohesive brand image that resonates with your audience
Unique.
The financial services market is crowded, and many firms fail to take the time to invest in the proper resources to create a brand design system that allows them to stand out from their competition.
Relevant.
Your logo and design system embody your firm’s mission, culture, and values. Great brands are built on thoughtful design and strategic research to ensure they resonate with your target audience.
Simple.
Thoughtful simplicity helps brands stand out, communicate clearly, and leave a lasting impression. True minimalism is refined complexity, requiring strategy, restraint, and intention.
Our Work
Here’s a snapshot of how we turn thoughtful RIA brands into steady pipelines for real conversations. The work below favors clarity over clutter: messages that sound like you, pages that move visitors without friction, and details that build trust quietly in the background.
Branding Your RIA Firm: Why It Matters Now More Than Ever
Our Process
Your logo is the foundation of your brand—and it needs to inspire trust and clarity. We work exclusively with investment firms and advisors, combining deep industry insight with strategic design. Our process turns your firm’s values and vision into a clean, distinctive identity that stands out and connects with your ideal clients.
Brand Discovery & Strategy
We start our design process by uncovering the core elements of your brand — its mission, values, audience, and competitive landscape. This strategic groundwork defines the tone, positioning, and direction for all visual decisions.
Creative Brief & Direction
We then translate our insights into a focused creative brief that outlines the brand’s personality, visual goals, and design preferences. This document guides the design process and ensures alignment from the start.
Design Concept Development
Our design team explores visual ideas through sketches and digital drafts, developing multiple design concepts. The strongest direction is selected based on originality, clarity, and alignment with brand strategy.
Refine
Polish the chosen direction. Iterate based on feedback. Finalize assets, layouts, and messaging.
Deliver
Package and launch the final product—whether it’s a brand, website, campaign, or other output.
Frequently Asked Questions:
Logo + Design Services
How long does the logo design process take?
The logo and brand design process usually takes between 3 to 6 weeks. This gives us time to understand your brand, explore creative concepts, refine designs based on your feedback, and deliver final assets you’ll love. For more complex projects that include more in-depth research, multiple design concepts, or stakeholder alignment sessions, the process can take a few months to make sure everything is just right.
How much does a logo design project cost?
Logo design projects typically start at $2,500 and can range upward depending on the scope of work. Pricing is influenced by factors like the number of initial concepts, rounds of revisions, and whether additional brand assets (such as typography, color palettes, or brand guidelines) are included. After we learn more about your needs, we’ll provide a customized quote so you know exactly what to expect.
What is included in your baseline logo design project?
Our baseline logo design service includes a brand discovery session, development of 3–5 initial logo concepts, and two rounds of revisions based on your feedback. Once finalized, you’ll receive your logo in multiple file formats (for print, web, and digital use), along with a basic style guide covering colors, fonts, and usage guidelines. This ensures your new logo is versatile, professional, and ready to use across all platforms.
Can you help me name my firm?
Absolutely. If you need help naming your firm before moving into logo design and brand development, we can guide you through our structured naming process. This ensures your firm has a strong, strategic name in place — creating a solid foundation for your visual identity and brand assets.
Will my firm own the logo and collateral you create?
Yes. Once your project is complete and paid for, your firm will have full ownership of the final logo and design files. We’ll provide all the necessary formats (AI, EPS, PNG, JPG & PDF) for print, digital, and social media use, so you can use your logo anywhere you need it. We simply retain the right to showcase the work in our portfolio.
What types of logos do you offer?
We design a wide range of logos tailored to your firm’s brand and goals. This can include wordmarks (text-based logos), lettermarks (initials), symbols/icons, combination marks (text + symbol), and emblem-style logos. During the design process, we’ll explore the approaches that best fit your brand’s personality, audience, and long-term vision.
Who do you design logos for?
We’re a full-service logo design and brand development firm focused exclusively on the financial services industry. We typically work with small to mid-sized RIA firms, financial planners, and Internet-only advisors. Whether you’re registering a new RIA or rebranding an existing one, our team has the expertise to create a distinctive identity — including rebranding larger, well-established firms.
Do you design business cards, pitch decks, and other types of marketing collateral?
Yes. We realize that different firms have different needs, so we offer a very flexible approach to your brand building needs. In addition to helping you design your logo, we help our clients develop brand style guides, websites, pitch decks, social media content, as well as more traditional marketing collateral like business cards.
Schedule A Consultation
Whether you need a fresh logo, polished collateral, or a full website redesign, we’ll create a brand identity that inspires confidence. Let’s elevate your business together.
