Digital marketing is a strategic investment in the future value of your firm.

Ask Yourself:


Are some independent firms more successful because they provide superior financial advice or because they have superior marketing strategies?

Bundled Services for a Fixed Fee

We provide comprehensive, digital marketing services for a fixed monthly fee.  

Our Premier service level is available upon request. 

PRO I

Build your online presence
  • Custom WordPress website
  • Editorial calendar/quarterly
  • Two pillar pages/year
  • One original blog/month
  • 10 original social media posts/month
  • One email newsletter/month
  • 100+ online directory submissions/management
  • Marketing automation platform management*
  • Website hosting/maintenence/monthly

PRO II

Expand your online visibility
  • Custom WordPress Website
  • Editorial calendar/quarterly
  • Three pillar pages/year
  • Two original blogs/month
  • 15 original social media posts/month
  • Two email newsletters/month
  • Local SEO setup/maintenance
  • One Google Business profile update/monthly
  • Two eBooks/year
  • Marketing automation platform management*
  • 30 second video - 1/quarter
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PRO III

Optimize internet visibility, traffic, leads
  • Custom WordPress Website
  • Editorial calendar/quarterly
  • Four pillar pages/year
  • Four original blogs/month
  • 20 original social media posts/month
  • Three email newsletters/month
  • Local SEO setup/maintenance
  • Two Google Business profile updates/month
  • One Explainer video/month
  • Three eBooks/year
  • Paid advertising management/monthly**
  • Marketing automation platform management*
  • Website hosting/maintenance/monthly

It's about the future value of your firm!

Let's Talk