The Institutional Growth Framework

High-Authority
Wealth Branding &
Capital Acquisition.

Financial Rebrand builds the digital foundation advisors and firms need to scale AUM. We architect the systems, you manage the wealth.

Book Your Free Consultation See Our Process

Authority Protection

SEO & AI Optimized

AUM Generation

The Financial Rebrand Method

Stop wasting capital on "brand awareness" that doesn't convert. We build the institutional foundation first, then we layer on the growth engine.

Starts Day 1 • $1,499/mo

01. Deploy The Foundation

We immediately activate your firm's digital infrastructure. This covers SEO monitoring, AI search optimization (AIO), and compliance-aligned reputation tracking. We secure your authority while preparing your custom builds.

One-Time Project Implementation

02. Institutional Builds

We architect high-authority assets—from $10k+ enterprise websites to high-conversion lead funnels. Every build is designed to meet SEC/FINRA alignment standards and attract high-net-worth (HNW) interest.

Ongoing Managed Growth

03. Scale AUM & Authority

With your foundation solid, we pivot to aggressive AUM acquisition. We manage your ad spend (15% fee), produce monthly authority content, and optimize your lead flow to ensure consistent firm growth.

Common Questions

Transparent answers about the Foundation + Build institutional model.

The Foundation plan is a month-to-month subscription. While we don’t believe in multi-year lock-ins, the $1,499 fee begins on Day 1. This secures your firm’s institutional software suite, SEO tracking, and AIO (AI Optimization) immediately while we architect your custom builds.

Think of this as your digital "Operating System." It covers over $550/mo in enterprise-grade software, technical SEO management, 5 authority-building articles per month, and your strategic oversight. It ensures your brand remains visible and compliant so your builds actually attract capital.

We audit your current asset first. If it is high-performing and compliance-ready, we’ll focus your "Step 2" budget on high-conversion funnels or targeted ad campaigns. However, the $1,499 Foundation is still required to manage the technical SEO and reputation of that existing platform.

We charge a $599 setup fee per platform (Google, Meta, or LinkedIn) to architect your campaigns. Ongoing management is 15% of your gross monthly ad spend. You maintain direct control of your budget and pay the platforms directly, ensuring total transparency.

No. While we excel at helping advisors go independent, we work with established brokers, wealth management firms, and RIA groups looking to modernize their brand authority and digitize their lead acquisition pipeline.

Need more clarity? Book a Free Consultation.

Built for
Independent
Advisors.

Financial Rebrand was established to bridge the gap between financial expertise and digital authority. Generic marketing often fails to capture the nuance of the wealth management industry.

We provide a high-performance framework—the Foundation + Build model—designed to help advisors exit large wirehouses or scale independent RIAs with total brand clarity.

Justin Dalrymple

Managing Member, Financial Rebrand

Fiduciary Standards

Trust is your firm's secondary currency. We ensure your digital brand reflects the integrity of your advice.

Data-Driven AUM

We don't chase vanity metrics. We use enterprise-grade SEO and AI tracking to drive high-intent capital acquisition.

Institutional Quality

Your online presence should mirror the caliber of a top-tier wealth management firm, regardless of size.

Start Your Build

Ready to deploy your institutional growth foundation? Let’s talk.

High-Authority Wealth Branding & Capital Acquisition.