Octavia Wealth Advisors

Octavia Wealth Advisors builds lifelong partnerships with clients to deliver their dreams. The firm retained FS to help them transition from a wirehouse to establish their own independent RIA with locations in five US cities. We collaborated with Octavia to name the company, create the brand identity, and tell their unique story. We designed all branding and marketing materials, including brochures, website, emails, and videos. The successful launch helped Octavia to bring 90% of their assets over to the new firm. FS is currently working with the team to expand their reach to a broader audience internationally.

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