Branding an RIA
Hill Island Financial serves high net worth individuals with comprehensive financial planning and management services. They specialize in investment management, retirement planning, tax planning, and estate planning, offering personalized strategies to ensure wealth preservation and growth.
Invstly Responsibilities
Fractional Chief Marketing Officer 2+ years
Brand Strategy, Development and Messaging
Company naming
C-Suite Partnership
Ideal Client Persona Development
Content Marketing Strategy
Digital / SEO Marketing
Branded Eco System
“Kevin is warm, engaging, authentic and truly cares about his client. He has deep expertise in marketing and a vast network of contacts that allow him to form teams as needed around a client. KJ built our entire brand - colors, logo, along with the website and launched our podcast. We grew nearly $100M in assets for our firm while working together.”
