Financial Advisors
Marketing for advisors who manage their clients' most important financial decisions.
Strategic content programs for RIAs, independent advisors, and fintech companies.
Built in your voice, compliance-aware by design, and actually worth your clients' time.
Custom
✳︎
In Your Voice
✳︎
Built to Convert
✳︎
Custom ✳︎ In Your Voice ✳︎ Built to Convert ✳︎
Most advisors I talk with already know marketing matters. What’s harder is knowing where to start, what to skip and who can actually do the work.
So they try a few vendors and end up with scattered pieces, no consistent voice and no real pipeline. They still rely on referrals.
I’ll help you sort out what matters most, and then I’ll do the work.
If these sound familiar, your marketing is working against you.
Your growth is still mostly from referrals.
Referrals are invaluable, but you cannot control them. You need a content program that builds trust with the prospects you haven't met yet.
Your LinkedIn profile doesn't reflect how good your practice actually is.
You have the expertise. The platform isn't working because content without strategy gets likes but not conversations.
Every vendor you've tried produces the same generic templates.
Content that could belong to any firm builds loyalty for no firm. You need a content program that is recognizably yours.
You haven't published anything in the last 90 days.
Inconsistency kills trust. If your marketing is quiet, prospects assume your practice is too.
Your website looks professional but doesn’t generate inquiries.
Most advisory websites are written for peers, not prospects. The copy, the positioning, and the call to action need to make the next step obvious for someone who doesn't know you yet.
You're not sure what to say about AI… or how to use it without looking like everyone else.
AI is reshaping how clients discover and evaluate advisors. I can help you build a content presence that is AI-discoverable and still unmistakably human.
If two or more of these hit home, let’s talk!
How It Works
I Diagnose
We start with a real conversation about your firm, your ideal clients, and where your marketing feels stuck. No generic audit tool. Just a real conversation with someone who understands your industry.
I Capture Your Voice
You fill out a brief intake and we talk through your philosophy, your clients, and what makes your approach different. I take that raw material and build a content framework that sounds like you, not a marketing agency.
I Build the Program
Depending on what you need: a monthly content calendar, a LinkedIn authority program, a brand messaging refresh, or a full content operation. You see a plan, a timeline, and drafts. Nothing ships without your review.
I Run It
Once the program is live, I run it. You stay in your lane as the advisor. I stay in mine as the marketer. You review and approve. The content keeps coming.
What makes Castle Advisory different?
Custom strategy that works
vs.
templated content that fills space.
Castle Advisory
Content written in your voice, for your clients
Deep financial services domain expertise
Compliance-aware from day one
AI-powered production: more content, same quality
You review; I run the program
One strategist, start to finish
Template Content
Generic templates shared across hundreds of firms
General marketing writers who research the industry
Compliance handed off to your team to fix
AI used to cut corners, not to improve output
You do much of the work yourself
Handoff to junior team after kick-off
What is One New Client Worth?
The average lifetime value of a retained advisory client, depending on AUM and fee structure, runs from $15,000 to $150,000 or more. A consistent content program can start bringing inbound inquiries within the first few months. One retained client can cover a year of marketing.
Foundation
Starting at $1,500/month
The essentials, done well and done every month.
A review of your website at the start, with a prioritized list of fixes
Small website updates each month
One blog article per month
One email newsletter per month
Weekly posts on one social channel
A monthly report on what's working, with adjustments based on the results
A monthly strategy call
Best for: Advisors and small firms who need consistent, professional marketing without a big commitment.
Growth
Starting at $3,000/month
Everything in Foundation, plus more reach and a plan to grow.
2 blog articles per month
Posts on two or three social channels, 2 to 3 times a week each
Ghostwritten LinkedIn posts for you or one principal
A quarterly campaign, such as a client guide, market report, seminar or client event
Up to 4 short videos a month, edited from clips you record and promoted across your channels
Search basics: page titles, Google Business Profile and local listings
A bi-weekly strategy call
Best for: Advisors and small firms ready to grow beyond referrals.
Fractional Director of Marketing
Typically $5,000 to $7,000/month
Director of Marketing leadership…without a full-time hire.
Everything in Growth
An annual marketing plan and budget, reviewed every quarter
Brand and messaging oversight across everything you publish
Management of your vendors, designers and marketing tools
Campaigns, launches and events as they come up
Weekly check-ins and a seat at your planning meetings
Best for: RIAs and multi-advisor firms that need someone to own marketing.
Projects
Need something specific? Projects are scoped and priced up front.
Brand and Messaging Strategy: starting at $4,000
Website Copy Refresh: starting at $2,500
Launch or Campaign Package: starting at $2,000
Smaller jobs, depending on availability
Every engagement starts with a free conversation and a written scope, so you know exactly what you're getting before you commit.
Paid Ads
Paid advertising, available as an add-on
Want to reach more prospects faster? I can plan, set up and manage Google Ads and social media ads alongside your content. Ad management is an additional fee, and your ad spend is paid directly to Google, Meta or LinkedIn.
Prefer a more personal approach? Using LinkedIn Sales Navigator, I can build targeted lists of the prospects and referral partners you want to reach, by role, industry, location and more, and write outreach messages in your voice. Your Sales Navigator subscription is billed separately by LinkedIn.
Every ad and message goes through your compliance review, just like the rest of your marketing.
Video
Video editing and promotion
Video builds trust faster than anything else you post. You record on your phone, and I turn your clips into polished short videos for Instagram, Facebook, LinkedIn and YouTube, with captions, your branding and a plan to get them seen. Not sure what to film? I'll send you simple prompts and scripts.
Video goes through compliance review like everything else.