Case Study: Northeast Financial Group

Digital Marketing for Financial Services

  • Website Design & Development
  • Logo Design
  • Ecosystem Design
  • PowerPoint Presentation Design
  • Sales & Marketing Materials
  • Video & Motion Graphics

Northeast Financial Group is an independent Registered Investment Advisory firm founded in 1987.

For Northeast Financial Group, a shift in their go-to-market strategy necessitated a shift in the brand. The firm was moving from corporate retirement planning to consulting with high-net-worth individuals on wealth management, so we developed a new identity that captured Northeast Financial Group’s role as a responsible partner in helping clients find their financial direction.

We developed a new logo for Northeast Financial Group that was strong and modern, with great extensibility across business cards, letterhead, and notebooks. The combination of an energetic green with a foundation of silver and black provided a nice foundation of colors that corresponds to both wealth and growth. This color palette translated well into all of the NEFG marketing materials.

When it came time to redesign the NEFG website, we wanted both current and prospective clients to feel a connection with the firm through images that are representative of the Eastern Pennsylvania region. We also wanted to visually explain the breadth of financial offerings available to clients.  Through the creation of an ecosystem graphic and video, every visitor can quickly understand what NEFG has to offer.


Northeast Financial Group Homepage Design