Brand Identity

Crafting Distinctive Financial Brands That Inspire Trust.

Your brand is more than a logo—it’s the story clients believe about who you are, what you stand for, and why you’re different. At Aurmis, we build brands that resonate with the needs and expectations of prospective clients in the financial advisory space. Our approach blends strategy, creativity, and industry insight to help your firm stand out with clarity and confidence.

branding for RIAs and financial advisors

Why It Matters

Branding That Elevates Credibility and Differentiates Your Firm.

In a crowded marketplace, a generic or inconsistent brand can dilute your message and make it harder for prospects to understand your value. A strong, strategic brand creates recognition, builds trust, and lays the foundation for effective marketing and long-term growth.

Aurmis provides end-to-end branding solutions for Independent Financial Advisors, RIAs, and Wealth Management Firms. From brand discovery and strategy to name creation, logo design, color palette development, typography, imagery, graphics, presentation materials, and full brand style guides—we ensure every element reinforces your identity and communicates your expertise with precision.

Whether you’re defining your brand for the first time or reimagining an identity that no longer reflects your firm today, we’re here to help you create a lasting, compelling brand that drives meaningful connection and growth.

By The Numbers

Attract 2.5x More New Clients Per Year*

Financial advisors with a strong, differentiated brand attract 2.5x more new clients per year compared to firms without clear branding.

Branding was found to be especially powerful in attracting next-gen investors and high-net-worth individuals.

*Pershing/BNY Mellon Study

Influence Trust Before the First Meeting*

In financial services, clients are more brand-sensitive than expected, particularly when choosing between firms that offer similar services.

Branding helps drive a “halo effect” — when a firm’s brand reputation positively influences trust even before a prospect meets the advisor.

*McKinsey & Company

Branding Services

Branding That Inspires Confidence and Builds Trust.

Our extensive branding experience in the financial industry offers a clear understanding of your competitive landscape and discerning audiences. Methodical in our brand process and relentless on superior execution, we ensure your brand is crafted like a well-tailored suit, looks established, and is positioned to build lasting trust from the very first impression.

  • Brand Discovery
  • Brand Strategy
  • Name Creation
  • Logo Design
  • Typography & Color
  • Imagery & Graphics
  • Brand Style Guide
  • Brand Stationary
  • Presentation Materials
  • Print Collateral
aurmis branding services business cards

Case Studies

Interested in Aurmis? Request an Introduction Today.

Ready to take your firm to the next level? Schedule your complimentary discovery call so we can understand your firm’s challenges and goals.