You’ve built a career on trust, integrity, and doing what’s right for your clients. But as the industry continues to evolve, you may be questioning whether your current structure still gives you the…
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Brand Development & Marketing
Build a brand as
strong as your practice
Your brand is your first impression — and for independent advisors, it matters more than ever. From logo to website to active growth campaigns, we build the marketing infrastructure your firm needs.
Briggs & Company
Solutions
About Us
Contact
Private Wealth Management
Gain Financial Confidence and
Clarity to Control Your Destiny
Clarity to Control Your Destiny
True wealth is more than money. It's living your life freely. It's time spent well. It's confidence in your future.
Learn About Briggs & Company
Logo design
Briggs & Co.
Private Wealth Management
5 concepts
2 revisions included
2 revisions included
$849
Brand Foundation
package
package
Briggs & Company
Sarah Briggs, CFP®
Founder & Wealth Advisor
sarah@briggsandcompany.com
(810) 555-0100 · briggsandcompany.com
(810) 555-0100 · briggsandcompany.com
Email signature
Sarah Briggs, CFP®
Founder · Briggs & Company
sarah@briggsandcompany.com · (810) 555-0100
sarah@briggsandcompany.com · (810) 555-0100
Why your brand matters
Your clients judge your firm before they ever speak to you
Independent advisors often underestimate how much their brand affects trust. Before a prospect picks up the phone, they've already visited your website, seen your social profiles, and formed an impression — often in under 10 seconds.
A generic logo, an outdated website, or an inconsistent online presence signals something your compliance and expertise can't fix: that your firm isn't serious about the details.
SimplyRIA builds the brand and marketing infrastructure that makes sure the first impression matches the quality of your advice.
7 sec
The average time a visitor spends forming a first impression of your firm online.
3x
Advisors with a consistent brand and digital presence convert prospects at a significantly higher rate
1 place
Logo, website, email, social, and paid campaigns — managed by one partner who knows your firm
What we offer
Everything your firm needs to show up professionally
From your first logo to an active growth campaign — four service areas, one partner who understands independent advisors.
Brand identity
Logo, business cards, and email signature — built together as a cohesive visual identity that represents your firm at every touchpoint, from first impression to ongoing client communication.
Why it matters
Advisors with a polished, consistent identity are perceived as more professional and trustworthy before a single conversation takes place. Your brand is doing work before you are.
Website development
Template or custom, one page or full site — built with SEO, lead generation, and automation baked in so your website works as a client acquisition tool around the clock, not just a digital business card.
Why it matters
Most prospects visit your website before they ever call. A site that's slow, generic, or hard to navigate loses those prospects silently — you never know they were there.
Content marketing
Monthly blog posts, email newsletters, and social content — written for your audience and reviewed for FINRA & SEC compliance before publishing. A consistent presence that keeps your firm top of mind.
Why it matters
Advisors who publish consistently attract higher-quality prospects and convert them faster. Content builds the trust that turns strangers into clients — before you ever get on a call.
Paid advertising
Google, Meta, and LinkedIn campaigns managed by financial services specialists who understand both performance marketing and RIA compliance requirements — so your ads attract the right clients without regulatory risk.
Why it matters
Generic marketing agencies don't know what FINRA requires and can expose you to regulatory risk without realizing it. Every campaign we run is compliant by design, not as an afterthought.
Why SimplyRIA for marketing
Why an RIA-focused partner beats a generic agency
Generic marketing agencies don't understand fiduciary obligations, FINRA advertising rules, or what RIA prospects actually respond to. We do.
FINRA & SEC compliant — always
Every ad, piece of content, and marketing material we produce is reviewed against FINRA and SEC advertising standards before it goes live. No compliance surprises.
Built for how advisors actually grow
We know your audience is HNW individuals and business owners who respond to trust, not hype. Our content and campaigns are built around that reality.
One partner for everything
Your compliance team, your marketing partner, and your growth support are all under one roof. Brand messaging, ADV disclosures, and content strategy all aligned.
How It Works
What working with us actually looks like
No open-ended projects, no surprise bills. Every engagement starts with a clear scope, timeline, and price before any work begins.
Typical project timelines
So you know what to expect before you reach out.
Logo design
1–2 weeks
Brand Foundation
1–2 weeks
One-page website
1–2 weeks
Full website
2–3 weeks
Social setup
3-5 Days
Monthly campaigns
Ongoing
Timelines are estimates and may vary based on project scope, complexity, and client feedback cycles.
Discovery call
We learn about your firm, your target clients, your current brand, and what you're trying to accomplish — so everything we build is specific to you, not a template.
Scope & proposal
We put together a clear proposal with exactly what's included, the timeline, and the cost — upfront. No discovery-phase surprises and no scope creep billing.
Design & build
We execute the work and bring you in at key decision points with clear options to review. Not endless back-and-forth.
Review & revisions
You review and give feedback. We make revisions within the agreed scope — clearly defined upfront so you know exactly how many rounds are included.
Launch & ongoing support
Final delivery, approval, and balance payment. For recurring services, we're in your corner every month — content, updates, campaigns, and reporting.
One-time packages
Brand identity & digital setup
Three bundled packages designed around stages of your firm's growth. Save when you bundle vs. booking individually.
Brand Identity
Brand Foundation
$849
Printing not included
Your complete visual identity — everything a new firm needs to look professional and consistent at every client touchpoint.
5 logo concepts
2 rounds of revisions included
Logo variations
Horizontal, stacked, icon-only, light & dark versions
Brand color palette & typography selection
1-page brand style guide
Business card design
2 concepts, 2 revisions
Email signature design
2 concepts, 2 revisions
Branded Letterhead
2 concepts, 2 revisions
Most popular · Brand + website + social
Digital Presence
$2,299
+79.99 / month hosting and support
Everything in Brand Foundation, plus a complete 6-page website and social media setup — fully operational and ready to generate leads from day one.
Everything in Brand Foundation
6-page template website
Home, About, Services, Blog, Downloads, Contact
Mobile optimized
SEO foundation, Google Analytics & Google Business Profile setup
Scheduling, contact form & email capture integration
Privacy policy & compliance disclaimer pages
1 branded lead magnet PDF & 2 starter blog posts
Meta + LinkedIn setup
Copywriting, banners & 3 starter posts per platform
Complete digital infrastructure
Full Platform
$4,299
+79.99 / month hosting and support
Everything in Digital Presence, plus a full 12–14 page website with individual service pages, all social platforms, email marketing setup, and 60 days of priority support.
Everything in Digital Presence
12–14 page website
Individual page per service, FAQ, testimonials & more
About/team page with bio copywriting written for you
Advanced technical SEO — schema markup, Search Console, Bing & page speed review
2 branded lead magnets & 4 starter blog posts
All social platforms
Meta + LinkedIn + X, 5 starter posts per platform