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
"After decades in wealth management, we knew it was time to take a fresh look at how we connect with our clients. Elkhorn Marketing Group helped us unify our message across all touchpoints, from social media and our website to how we engage with prospects and clients. They simplified our marketing tools, sharpened our user experience, and brought greater clarity and consistency to our firm. Just as important, they helped us develop a more human, relatable voice that better reflects who we are and what matters most to the clients we serve."
Travis Portwood,
Chief Investment Officer
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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.