Why We Are Different
$30B+
Assets Under Management
Our clients manage over $30 billion in AUM, trusting us to elevate their brand and drive meaningful growth. We specialize in collaborating with CEOs, Managing Partners, and Founders, providing strategic marketing solutions tailored to their unique needs. With a deep understanding of the high-net-worth space, we craft strategies that resonate with affluent audiences, positioning our clients for long-term success.
National Footprint
With clients in 38 different states, Elkhorn Marketing has a nationwide reach, delivering marketing solutions that drive success. We have helped launch philanthropy boards in 10 U.S. markets, strengthening community impact and brand presence. Our expertise extends to coaching ensembles, strategic groups, LLCs, and S-Corps, providing strategic guidance that fosters growth and long-term sustainability.
Navigating Compliance
We have a deep understanding of SEC, FINRA, and NAIC regulations, ensuring that every marketing strategy aligns with industry compliance standards. Our team takes the time to follow compliance guidelines meticulously, safeguarding our clients from regulatory risks. We also collaborate with Compliance Officers across the country, ensuring that our marketing solutions meet the highest standards of integrity and professionalism.
Field Marketing Success
The Elkhorn Marketing Group team brings over 75 years of combined experience in the financial and marketing industries. Our roster includes professionals with MBAs, a former Chief Marketing Officer, a Chief Growth Officer, and experienced Financial Advisors. We provide the knowledge and leadership necessary to drive real results for our clients.
How We Help
Full Service Marketing
We provide expert design services, social media management, and website build & maintenance to elevate your brand, engage your audience, and drive growth.
Speaking & Training
We offer keynote speaking, workshops, and virtual sessions to educate, inspire, and equip your team for success.
Targeted Strategies
We excel in DBA & brand launches, segmentation analysis, Board of Advisors implementation, and client gifting to enhance your brand.
Creating Raving Fans
"This marketing team is a game-changer! We engaged with Elkhorn Marketing Group to provide mentorship to our marketing leaders. They are a critical development resource for our marketing team, helping advise our office on the marketing plan, budgets, training, design, social media, websites, and thought leadership. Without question, Elkhorn has elevated our marketing program in New York."
Theresa Calabrese - Mentorship & Strategy
"We had Elkhorn Marketing Group keynote our Network Office Day. They exceeded our expectations regarding the keynote presentation and breakout sessions with actionable steps our teams can leverage to see more growth. It was refreshing to be able to give our advisors resources that help them become better marketers. We have also had Elkhorn Marketing Group provide several marketing trainings, which have helped our teams think differently and drive growth."
Joe Dierks - Speaking & Training
"When my partners and I decided to launch a new Strategic Group, we knew we needed a partner who could create a logo, website, and overall brand that would connect with our clients and prospects. Elkhorn Marketing Group guided us through the logo design process and helped us choose fonts, colors, and messaging to communicate our values and our mission. They designed our new website and gave us helpful tips on how to roll our new brand out to the community. If you are considering forming an ensemble or strategic group, I recommend this team to walk you through the process."
Jordan Grady - Logo + Brand Design
"As a member of a leading wealth management team for several years, one of my key roles is marketing the firm. We were referred to Elkhorn Marketing Group and engaged them to support our marketing strategy. They've made a significant difference by implementing a social media plan that humanizes our firm. They are quick to deliver, and they are always receptive to our needs and ideas. We truly view them as an extension of our team – they're easy to collaborate with and a trusted marketing partner."
Natalie Burgess – Social Media
Take Action
Your success is our priority. At Elkhorn Marketing Group, we specialize in crafting innovative marketing strategies that help financial advisors and wealth management firms stand out, connect with their ideal clients, and achieve measurable growth. Whether you need a stronger digital presence, expert consulting, or creative design solutions, we have the tools and expertise to make it happen.