Launch yourindependent brand.
Going independent means building a brand from zero, fast. We handle the whole launch so you leave the wirehouse looking like you've been on your own for years.
What breakaway advisors are up against.
Leaving is the hard decision. Launching should not be the hard part.
Starting from zero
Your old firm owned the brand, the website and the marketing. On day one you need all three.
A fixed timeline
Your transition date is set. Your brand, domain and website need to be ready when you are.
Keeping clients' trust
Clients follow advisors they trust. Your new brand has to feel established from the first email.
How we launch your firm.
Brand, website and launch marketing, delivered as one coordinated project.
Branding
Logo, visual identity and messaging for your new firm, built to feel established from day one.
Launch brandingMarketing
Announcement campaigns and ongoing marketing to reconnect with clients and reach new ones.
Launch marketingYour launch, handled.
One team coordinating every piece, so nothing slips on your transition date.
- Brand, website and email templates ready for your launch date
- Content built with your new firm's compliance requirements in mind
- Announcement materials ready for compliance review
- Ongoing care after launch, so you are never on your own
See it in practice.
Brand and website work, plus the playbook we give every advisor going independent.
Magnolia Private Wealth
A complete brand identity and Webflow website, designed to feel like the firm and nobody else.
Read the case studyLaunching a brand from scratch
The order of operations for breakaway advisors, from positioning to launch day.
Read the guideDo you actually own your website?
Why ownership matters when you're building a firm that's finally yours.
Read the guideBreakaway questions, answered.
What advisors ask us while they plan their move.
As early as your timeline allows, ideally two to three months before you announce. Positioning, naming and a website take time, and you want everything ready on day one. We work confidentially until you're ready to go public.
Yes, that's the goal. We plan the build around your transition date so your website, email signature and LinkedIn profile go live together, with your required disclosures in place.
Yes. Your logo files, brand guidelines and Webflow site belong to your firm. If you ever change agencies, everything goes with you.
At minimum: who you serve, what you do, how you're paid, how to reach you and your required disclosures, such as links to Form ADV and Form CRS. It doesn't need to be large on day one. It needs to be clear and credible.
Either can work. Some advisors build the firm around their own name for continuity with clients, while others choose a name that can grow beyond them. We walk through the trade-offs with you during positioning, before any design starts.
Planning your move?
Tell us your timeline, even if it's confidential. We'll be in touch within one business day.
info@fadigital.net