Below you'll find a list of all posts that have been tagged as “investment advisor”
THE CHALLENGE: Keeney Financial Group, a registered investment advisory (RIA) firm with $350 million in assets under management, contacted Spring13 to rebrand the firm, which has been in business since 1998. OUR APPROACH: With Keeney’s commitment to impeccable service and due diligence, Spring13 saw an exciting opportunity to harness the firm’s approach to business by repositioning the RIA as a …
THE CHALLENGE: Rede Wealth is an independent wealth management firm in Charlottesville, Virginia. They recently broke away from another firm to go independent and signed with Charles Schwab as their signatory. They had created a quick website for their launch, and Spring13 was brought in at the recommendation of Schwab to help refine the newly created brand. OUR APPROACH: Spring13 dove …
