Independent advisory Potential upsell to enhanced independent advisory services by highlighting their independence as a selling point to attract clients seeking fiduciary-driven planning and personalized solutions.

Tech stack Leverage their current technology usage (WordPress, Shopify, Microsoft 365, Fastly, WP Engine) to propose integrated digital marketing, client portal, and secure document exchange solutions that streamline client onboarding and service delivery.

Mid market focus With revenue in the 10M-25M range and a small team, position scalable, compliant technology and process outsourcing services to support growth without a large headcount increase.

Ohio footprint Target expansion and regional marketing in Richfield and North Canton to capture local high-net-worth individuals and small business owners seeking tailored financial planning and wealth management.

Financial scale Offer cost-effective, advisor-focused platforms and practice management tools designed for firms of similar size, including compliance support, CRM, and marketing services to improve efficiency and client engagement.