Level Financial

A wealth of branding experience.

Schroeder, Braxton & Vogt has been in the professional management and financial planning business since 1980, with over $250MM assets under management and over 500 clients — a very successful and stable company. The challenge they came to FourthIdea with, was leveraging that history of success while positioning themselves for future growth.

Schroeder, Braxton & Vogt was looking for a partner to help rebrand and rename the company, without alienating their current long-standing and loyal client base. FourthIdea took a very deliberate and detailed approach to developing the new brand identity.

Utilizing the insights gathered in discovery (brand audit, qualitative research) FourthIdea developed naming and identity options, as well as messaging and positioning statements for each of the identified segments. We then developed and executed a tactical campaign to unveil the new brand that included a brand new website. The result was the launch of: Level Financial Advisors.