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Financial Freedom

Financial Freedom, a comprehensive wealth management and planning firm, was looking to position itself for growth and expansion into new markets. Our team was hired to partner with the firm to create a new brand identity that would match the organization’s values and help propel their growth.

We facilitated brand workshops and performed research to investigate and define the unique attributes that truly set them apart from their competition. With a strong brand strategy, the new look-and-feel made the brand more approachable while communicating their expertise and professionalism. Out of this work, we became the firm’s strategic partner and agency of record to provide strategic marketing consulting and execution. Today, our team remains a key marketing and communication partner for the firm, assisting them with digital marketing, marketing communications, event planning and advertising projects. See below for a selection of our work.

“All my dealings with Funk/Levis have been exemplary. They take total ownership of the end result and deliver on their promises! Even when their suppliers make mistakes, they step in and solve the problem with no hesitation and make no excuses. They are a pleasure to work with and are our long term partners.”

Chandran Rajaratnam, Vice President, Financial Freedom Wealth Management Group