We are a boutique wealth management and financial planning firm and are quite different than the vast majority of financial services firms in that we are independent (which means we are paid only by our clients rather than large investment companies for pushing product), highly educated, and desire life-long relationships with our clients.
Our firm provides a uniquely comprehensive and holistic approach in helping our clients attain their life goals. We want our logo to showcase our creatively and uniqueness while still maintaining a high sense of professionalism. We manage individuals’ life savings, which we view as a great privilege and responsibility. We spend a considerable amount of time getting to know our clients and as such they become like an extended part of our family. Six people currently make up our firm and we want to appear bigger than we are.
Tell us a bit about who you are and the people you reach
Most of our clients are baby boomers, but we also work with young professionals and entrepreneurs. Our natural market tends to be professors from the local university as many members of our firm are also professors of financial planning.
An effective logo for our firm should:
-Exude (1) Trust, (2) Professionalism, and (3) Sophistication
-Convey a clean, established, elegant, dynamic, cutting edge investment firm
We are open to using only our initials in the logo (i.e., E&G) or the full firm name, or even a symbol with the name of the firm. So, basically we are a blank canvas.
We're open to different color schemes.
Again, the main goal is to showcase our uniqueness while still maintaining a very high sense of professionalism and success.