M-Financial

M Financial was founded by four financial professionals determined to apply their collective expertise to serving high net worth clients in new and better ways. This culture of innovation has led to an array of exclusive products and services, and a commitment to client advocacy within the financial industry.

Serving as a hands-on Creative Director at M Financial the focus was on a new brand build. The start was to updating the brand's voice, freshen the overall look and feel across all its various initiatives.

M Financial:
Main Visual Brand

M Financial needed an visual brand update. The decades old look needed a refreshed look. Taking cues from timeless existing brand elements all things visual were updated to look elegant, sophisticated, and legible. Brand colors were established with corresponding iconography. The M Financial mark, graphic information design elements, and new icons became a foil to each other to create a sophisticated tension.

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M Financial:
Magnet Initiative

This series was built for entrepreneurial individuals to join the network of M Member Firms. Magnet’s salaried, two-year professional development program provides immersive training and extensive mentoring to help a successful career in the financial services industry.

The timing of the brand refresh and creation of the Magnet Initative was a good opportunity to roll out the new look and feel.

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M Financial:
UX/UI Product Design

This web-based retirement calculator is designed for prospective M Financial clients. Customized for M Financial Member Firms, it's distributed via electronic newsletters.

Prospects can assess their retirement gap by inputting and adjusting their assets, using sliders or direct numerical entries, to visualize their overall retirement portfolio health.

The calculator allows prospects to pre-qualify and request contact from an M Financial advisor (with all entered data formatted for the advisor).

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M Financial Products

Arbitrary Retirement Gap

Pre-qualify form

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M Financial Products

Confirmation

M Financial: Seeds
Foundational Brand Anthem

M Financial required a brief, impactful brand history video for various M Member Firm conferences, but time was limited. New members and associates needed to quickly understand the founders' story.

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M Financial:
National Advisors Conference

The National Advisors Conference is a gathering where Member Firm Principals and Producers extend invitations to their trusted key advisors. This event is an exchange of insights and fostering connections with key advisors: attorneys, family office advisors, and certified public accountants specializing in family offices, estate planning, and wealth transfer.

Every NAC Conference has an identity that aligns with the location of where it’s hosted. This year’s location is in Orlando, Florida.

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