A Wealth of Branding Experience

LEVEL FINANCIAL ADVISORS

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, it is a very successful and stable company. They came to FourthIdea with a challenge: help us to rename and rebrand the firm in a way resonates with our audience, leverages our history of success and positions us for future growth.

SKILLS + SERVICES

  • Account Service + Project Management
  • Branding + Creative Strategy
  • Creative Services
  • Digital Development

DEVELOPING A NEW BRAND TAKES A HIGH DEGREE OF COLLABORATION TO DEVELOP HARMONY BETWEEN AN ORGANIZATION’S HERITAGE AND ITS VISION FOR THE FUTURE.

PROJECT INSIGHT:

Utilizing the insights gathered in discovery (brand audit and qualitative research) FourthIdea developed naming and identity options, as well as messaging and positioning statements for each of the identified market 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.

SCOPE OF WORK:

  • Brand Identity + Tagline
  • Brand Identity Suite
  • Print Campaign
  • Website