You Know the Markets. We Know Marketing.

Right now, you’re competing with around 330,000* other financial advisors for trillions of dollars of investable assets.

Separating yourself with the right look, tone and messaging can make a measurable difference in your AUM — and that’s where we can help.

Stealth Creative has gained the trust of dozens of Financial Advisors through a defined process, a keen eye and a sharp sense of understanding the minutiae to help you stand out in a competitive field.

*2021 U.S. Bureau of Labor Statistics

Our Newest Marketing Materials

Our Clients

Over the years, Stealth Creative served as the trusted marketing partner for a wide range of Financial Advisors:

  • Private Wealth Financial Advisors
  • Financial Advisors
  • Private Wealth Advisors

In addition, we’ve worked with select specialty groups:

  • Corporate Initiatives
  • Employee Stock Ownership Plan (ESOP)

Collaborating with such diverse clientele gives us the experience — and confidence — to market your company effectively.

You Need It? Stealth Creative Can Do It.

  • Company Naming
  • Logo Development
  • Brand Messaging
  • Brand Identity (Stationery)
  • Pitchbooks
  • Brochures
  • Bio Sheets
  • Welcome Kits
(Broadridge platform)
  • Website Assessment
  • Website Design
  • Website Development
  • Website Maintenance
  • Search Engine Optimization
  • Social Media
  • Whitepapers
  • Infographics
  • Videos
  • Newsletters
  • Online Articles
  • Social Media Management
  • Paid Search
  • Paid Social Media
  • Digital Display Ads
  • Video Production
  • Script & Storyboard Development
  • Portrait Photography
  • Office Photography
  • Media Placement
  • Print Ads
  • Billboards
  • TV Production
  • Radio Production

Why Stealth?

  • We have breadth and depth of experience working with advisors focusing on different specialties
  • We are skilled at using emotive, “Compliance-approved” language
  • Stealth Creative leverages Broadridge know-how to work around platform limitations to create sharp-looking designs
  • We are adept at creating valuable content strategies, as well as the resulting pieces to spark prospective interest

Your Team.

Working with us means you’ll have a dedicated team working on your projects as needed, each Brand Central Certified.

  • Project Manager
  • Graphic Designer
  • Content Specialist
  • Creative Director
  • Social Media Strategist
  • Videographer
  • Producer


Q: How Will Stealth Creative Make Me Stand Out?

A: Our job is to tell YOUR story so you rise above the multitude of financial advisory firms. That’s why we go beyond a templated approach whenever possible by starting each partnership with a discovery session. Here, we’ll ask probing questions to get a better understanding of your differentiators.

Q: How Many Projects Have You Completed?

A: Stealth Creative has developed more than 200 marketing materials for Financial Advisors: Websites, logos, social media posts, and bios among others.

Q: What’s Your Process?

A: Marketing is made better through collaboration. If we can’t meet in person, we’re happy to present our work via Zoom to get your initial impression, then tweak and refine based on your input. Our learnings regularly minimize the time and effort needed for Compliance approval.

Q: How Do I Start?

A: Scroll down about three inches. We can’t wait to hear from you.

Tell Us How We Can Help.

Whether it’s increasing web traffic, growing your AUM or simply getting a fresh perspective on your current marketing assets, we’d be honored to start a partnership.