Custom Brand and Website Design for Financial Advisors and RIAs
You went out on your own for a reason.
Your brand and website should reflect what actually makes you different, not just the fact that you’re a financial advisor. We’ll help you get clear on your positioning, then build a brand and website that’s compliant, credible, and finally sounds like you. It’s time to feel proud and confident online.
As an independent financial advisor
Are You Tired of Feeling...
overwhelmed with your business’ online presence?
filled with “website shame”?
like you can’t reach the clients you want?
that you aren’t reaching your full potential?
- If you are ready to work with clients the way you have always envisioned it should be.
- If you are prepared to take a leap into your own business with branding + online presentation that will have you bragging about it to everyone.
- If you know it is time for your current business to reflect your goals and values.
- If you are ready to define your niche and clarify your message...
...then we want to work with you!
You want to stand out.
Whether you have just cracked the shell of your brand new company or you’ve been around the block a couple times, we understand the desire (and need) to have a brand and website that stands out.
Run things in a better way.
You’ve likely decided you want to run your own company because you have a better way to run things, want a deeper connection to your clients, want to work how you want, or work with who you want. (We get it.)
Don't have to worry about branding.
There are unique challenges and opportunities waiting for you within the financial industry and starting a business on your own. Your branding and online presence shouldn’t be one of them.
Joyously run your business.
We believe in joyously running your business, by showing up as yourself and connecting with your ideal clients. Our understanding of the financial industry means we can craft visual narratives that elevate your brand, help you help more people, benefit your clients the most, and work however you want.
Let us fast-track your growth, so you can work with your favorite clients while saving yourself time and money building your brand and website right from the start. Building a values-driven business is one of the most rewarding adventures you can take.
HERE'S WHAT SETS US APART:
Expertise with Financial Advisors
Compliance
We have worked with several RIA’s turned successful financial firms across the country, many of those making Investopedia’s Top 100. Our team possesses a comprehensive knowledge of the industry’s regulations, compliance requirements, and best practices and can guide you through it all, and make you look great doing it.
Experience
We aim to eliminate the scary part about starting a firm, so you get the exciting part of growing your business. From our experience (and helping others) starting out, we want to ensure you feel comfortable and confident to start and grow your business.
Results
We are not your typical brand design agency, and we like it that way. We work with people we love, we have fun at work, we cannot wait to brag about your success, and we go the extra mile because getting it just right matters.
What You Should Expect From Us:
Clarity
We will help you define your audience, goals, strategy and message in a way that will set you up for clear days well into your brand’s future.
Execution
Creation of design from website to collateral pieces; logo, agreement documents, business cards, stationery, and thank you cards that will have you dropping brand materials off everywhere you go.
Transformation
A fully developed brand and website presence that marks a cohesive design plan meeting with business strategy that will have you aligned with the markets you want to be in.
Give Growth
With each project purchased, we will sponsor a child’s education.
Upon finalization of your project, we sponsor a scholar from Bosh Bosh in your business’ name.
Bosh Bosh helps empower and educate women and girls all over the world to raise the tides on poverty while giving people the power to take care of themselves. So in other words, with you starting this amazing venture, you will not only make an impact on your clients and your future team, but with this project, you will also give education to an underprivileged gal, so she can have the opportunity to get education and maybe one day start her own business as well.
You get branding + a website you want to share while starting it off on a truly impactful note.
What our clients say:
“I recently had our website re-designed by K.Haggard Design. I could not be happier with the work that was done. Karin was very responsive and attentive to every suggestion and detail. I am so pleased with Karin's professional work from the beginning to the end to design our website and brand development. She took the time to update me throughout the process and even provided me with a video tutorial to explain how I could update my website myself once she was finished. I would highly recommend Karin and her team at K.Haggard Design to anyone looking for a professionally designed website!”
- Narumi Yoshida, CPA/PFS, CFP®, EAYoshida Wealth Management 
“I recently launched my own financial planning firm. I was so overwhelmed that I just wanted someone else To Make The Branding Happen. Enter Karin. I was especially impressed by her process, which was methodical, understandable to a lay person (me), allowed for rethinking along the way before we ever got too far down the wrong path, and consistently encouraged me to think about myself and my business from a client perspective. Not only was her design work and process a revelation, but her personality shone through, and it helped reassure me on my worst days. I love the end product, and I can only hope that I forge fun, comfortable relationships with my clients as Karin did with me!”
- Meg Bartelt, CFP®Flow Financial Planning 
“Karin is an absolute artist when it comes to site design. She completely revamped our website and the results are stunning! We've had a lot of positive feedback from clients old and new about how great everything looks and how easy the site is to navigate, something that was very important to us.
Karin's process was a thoughtful one, and she left no stone unturned when gathering all the details she would later use to craft our site. The compelling visuals and content very aptly capture who Benchmark is, the clients we serve and the prospects we hope to reach. Karin was extremely responsive every step of the way, and worked tirelessly to get every detail exactly right. We recommend Karin and her team without reservation!”
- Aileen DeutermannBenchmark Wealth Management 
Some Client Milestones:
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% clientele increase the first year.
0
days for investment to come back.
0
clients in Investopedia’s top 100.
You have a fiduciary oath, we don’t…but that is how we run our business anyway.