Home / Our Work
The work we have designed, built and launched.
Websites are our flagship, alongside branding, content, video and the platforms underneath it all. Everything here was built by our team. Click any project to see it live. Not a financial firm? See our work beyond financial services.
Epic Advisors
Independent advisory
New brand and full site built to position the firm and turn visitors into booked meetings.
- Website
- Branding
- SEO
An Introduction to Epic Advisors
Brand video · Epic Advisors
Introduction film for the advisory firm whose brand and website we also built, giving prospects a sense of the team before they book a call.
- Video
- Filming
- Editing
Base Wealth Management
RIA / First responder niche
Full site, calculator lead magnets, event landing pages and a police and fire content program.
- Website
- Content
- Lead capture
Logo and identity
Branding · Base Wealth Management
The mark for the first responder-focused RIA whose website, content program and podcast we also run.
- Branding
- Logo
- Identity
Event banner
Print · Protection Red
Pull-up banner for the firm's first responder events, carrying the retirement-for-firefighters pitch and a QR code straight to the site.
- Events
- Design
Financial Foundations
Audio podcast · Base Wealth Management
Ongoing podcast for the first responder-focused RIA whose site and content program we also run, produced and distributed on Spotify and Apple Podcasts.
- Podcast
- Production
- Distribution
MacDonald Financial
Independent advisory
Brand refresh and a website that finally matched the practice the founder had actually built.
- Website
- Branding
- SEO
The $250,000 Retirement Tax Mistake Most People Miss
Video content · Boca Retirement Strategies
Educational video for the retirement planning RIA whose site we also built, turning a tax question into a reason to book a review.
- Video
- Production
- Editing
Lake Water Advisory
Independent advisory
Full site build with a clean brand and a clear path from first visit to booked consultation.
- Website
- Branding
- SEO
Rewarding Top Talent Without Giving Up Ownership
Video content · WealthGen Advisors
Educational video for the Sarasota retirement planning firm, aimed at business owners weighing how to keep the people who matter.
- Video
- Production
- Editing
Protection Red
First responder planning
Eighteen page site with SEC and FINRA marketing rule review on every page.
- Website
- Compliance
- Video
Challenge coin
Branding · Base Wealth Management
Enamel challenge coin carrying the firm's mark and motto — a natural fit for the police and fire audience the RIA serves.
- Branding
- Merch
- Design
Magazine ad
Print · G&R Financial Solutions
Full-page magazine ad introducing both founders and the firm's four service lines, with a QR code that takes readers to the site.
- Advertising
- Design
G&R Financial Solutions
Roth conversion specialists
Seven page site and style guide, repositioned around the work the firm wants more of.
- Website
- Style guide
- SEO
Can You Retire Without Running Out of Money?
Video content · Base Wealth Management
Retirement education video for the RIA whose website, content and print we also run, aimed at the fear that sits under every other planning question.
- Video
- Production
- Editing
Back40 Financial
Retirement income planning
Full site built around a harvest-season story, with the firm's income framework and process leading to a booked call.
- Website
- Branding
- SEO
Why Customer Service at Big Financial Institutions Feels Worse Today
Video content · Base Wealth Management
Educational video for the RIA whose website, content and print we also run, making the case for an advisor who picks up the phone.
- Video
- Production
- Editing
Trinity Family Financial
Family financial planning
Full site and brand built to introduce the family and turn visitors into first meetings.
- Website
- Branding
- SEO
Logo and identity
Branding · G&R Financial Solutions
The mark for the Roth conversion specialists, carried across their site, style guide and print.
- Branding
- Logo
- Identity
Trifold brochure
Print · Cornerstone Wealth Associates
Trifold brochure laying out the firm's philosophy, core values and three service lines: investments, financial planning and insurance.
- Brochure
- Design
Is $1 Million Enough to Retire in 2026?
Video content · Base Wealth Management
Retirement education video for the RIA whose website, content and print we also run, taking the question prospects ask most and answering it on camera.
- Video
- Production
- Editing
Baobab Wealth Management
Expat financial planning
Multi-page site and planning guide for globally mobile clients, built around clarity and trust.
- Website
- Content
- SEO
The Burton Group
Wealth management
Full site with a refined brand built to signal the firm's experience and depth.
- Website
- Branding
- SEO
Is AI Really Eating Software? Tech Market Volatility Explained
Video content · Gasima Financial
Market commentary for the advisory firm whose site we also built, taking a headline clients are already worried about and answering it plainly.
- Video
- Production
- Editing
Adam the Mortgage Nerd
Mortgage / personal brand
Personality-forward site built around a strong personal brand and a clear call to connect.
- Website
- Branding
- Lead capture
Training Introduction
Video content · Freedom Financial
Introduction video for the agency's agent training portal, setting up what licensed members find inside.
- Video
- Production
- Editing
Logo and identity
Branding · Freedom Financial
The mark for the insurance agency whose site and agent training portal we also build.
- Branding
- Logo
- Identity
Promo flyer
Print · WealthGen Advisors
One-page flyer for the Sarasota retirement planning firm, pairing the service list with a QR code that sends readers to the site.
- Flyer
- Design
Boca Retirement Strategies
Retirement planning RIA
Multi-page site, new positioning and a path that turns education into booked reviews.
- Website
- Positioning
- Lead capture
Intro to Junior
Brand video · JC Financial Network
Introduction film putting a face to the advisor before a prospect ever books a first meeting.
- Video
- Production
- Editing
Base Insurance
Insurance
Full site build with a clean brand and a straightforward path to a quote or consultation.
- Website
- Branding
- Lead capture
Divorce the IRS book trailer
Book trailer · Baobab Wealth Management
Trailer for the book behind the firm's Divorce the IRS podcast, on defusing tax time bombs before retirement.
- Video
- Production
- Editing
Cornerstone Wealth Associates
Wealth management
Full-site redesign with a refreshed brand and a clearer story for prospective clients.
- Website
- Branding
- SEO
Logo and identity
Brand identity · Base Insurance
Identity for the insurance arm of Base Wealth Management, built to stand on its own while still reading as part of the same family.
- Logo
- Identity
An Expatriate's Guide to Financial Planning
Lead magnet guide · Baobab Wealth Abroad
A downloadable guide for Americans living overseas, designed and laid out as a lead magnet the firm can hand to prospects.
- Design
- Layout
JD Financial Group
Independent advisory
Full site and brand built to establish credibility and move visitors toward a first meeting.
- Website
- Branding
- SEO
My Grandmother Retired for 43 Years. Here's What She Taught Me.
Video content · Baobab Wealth Management
A personal story video for the expat planning firm whose site and podcasts we also produce, using one long retirement to make the case for planning early.
- Video
- Production
- Editing
Gasima Financial
Independent advisory
Full multi-page site with a shared design system and event landing pages for the firm.
- Website
- Branding
- Events
The F.I.R.E. Movement Is Getting Out of Control
Video content · Baobab Wealth Management
Commentary video on the FIRE movement and early retirement, made for the expat planning firm whose site and podcasts we also produce.
- Video
- Production
- Editing
Base Tax
Tax and accounting
Clean, credible site built to present the firm's tax services and drive new client inquiries.
- Website
- Branding
- Lead capture
Abroad in America
Audio podcast · Baobab Wealth Management
Podcast for non-US citizens building a financial life in the States, covering the tax system, pensions and investing across borders.
- Podcast
- Production
- Distribution
Logo refresh
Branding · The Burton Group
Refreshed mark for the wealth management firm whose site we also built. A knight and shield, locked up with the firm's retirement and insurance line.
- Branding
- Logo
- Identity
The Complete Largo Firefighter Retirement Guide
Lead magnet guide · Base Wealth Management
A retirement guide written for Largo firefighters, designed as a lead magnet for the first responder niche the firm's whole content program is built around.
- Design
- Layout
Goal Line Capital
Independent advisory
Twenty page site with four advisor bios, six service pages and a blog, built around the firm's goal line story and a clear path to a scheduled call.
- Website
- Content
- SEO
Divorce the IRS Podcast
Audio podcast · Baobab Wealth Management
Retirement income planning podcast built around paying the least tax possible and making the income last, produced episode after episode.
- Podcast
- Production
- Distribution
CPA Retirement Solutions
Retirement education for CPAs
Tax-based retirement education platform for CPAs, with webinars, articles, a podcast library and recommended reading all pointing to a scheduled meeting.
- Website
- Content
- SEO
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