Wealth Management Marketing for Firms That Refuse to Blend In
Three Crowns Marketing is a messaging strategy practice for independent advisory firms and the wealthtech companies that serve them.
Built for independent advisory firms with something to say
I work with owners and marketing leaders at independent RIAs, especially those who are run by women, LGBTQ-led or driven by personal values first. These are firms that started because they believed advice could be more human and more honest than the industry status quo.
You already believe marketing matters. You've probably spent money on it. What you're missing is a clear decision about what your firm should be known for, and the most impactful way to consistently say it.
Why most RIA marketing sounds the same
The industry rewards firms that follow a template, so the pressure to conform is constant. For a firm whose clients chose it because you're different, playing it safe has a cost. Your marketing stops sounding like you, and the prospects who would have been a perfect fit never realize it.
Growth shouldn't require self-erasure. The firms that grow on purpose are the ones that decide what they stand for and say it proudly, even when that means some prospects self-select out.
What a clear message does for a growing firm
When your positioning is settled, marketing decisions get easier. Your website explains in seconds who you serve and why you're different. Every advisor describes your firm the same way in every first meeting. Content, referrals and events start to reinforce each other instead of pulling in different directions.
The right clients lean in, and the wrong ones move along before they cost you a discovery call. That's how deliberate marketing leads to intentional growth.
Three ways to work with Three Crowns Marketing
Brand Positioning Workshop. One facilitated day with your leadership team to decide what your firm stands for. You leave with your positioning, your story and the language your whole team will use, written by the person who was in the room. See how the workshop works →
Starting at $12,500
Fractional Marketing Strategist. Ongoing strategic leadership for growing firms that have people doing the marketing and need a senior lead to get the most out of them. I set the strategy, shape decisions for growth and create the content that matters most. This engagement best serves growing firms that have outgrown founder-led marketing but aren't ready for a full-time CMO.
Starting at $8,000/month
Signature Content Program. Get articles, newsletters and LinkedIn posts written from your positioning and in your firm's voice. These aren't high-end templates; I'm a copywriter by trade, and committed to delivering content only your firm could have published, so every piece makes the case for why a prospect should choose you, and only you.
Starting at $4,000/month
Not sure where to start? Get a free Website Clarity Check first. I'll score how clearly your website says what you do, who it's for and what a visitor should do next. Get your free Clarity Check →
Recognized as a leader in wealth management marketing
Three Crowns Marketing won Digital Marketing Campaign of the Year at the 2026 Wealth Management Industry Awards for client work, after five years as a finalist.
I've written for and alongside influential firms like Journey Strategic Wealth, Choreo, Ashton Thomas Private Wealth, Orion, Nitrogen, and Alphathena, and I speak regularly at industry events like Wealth Management EDGE, Advise AI, and the MarketCounsel Summit. See the work →
"Three Crowns was amazing to work with. Communicative, compassionate, creative. Highly recommend!"
Penny Phillips, Co-founder and President, Journey Strategic Wealth
Selling to advisors instead?
If you're a founder or marketer at a wealthtech company, your buyer is the advisor this page is written for. I help wealthtech teams stop leading with feature lists and start explaining why they're an essential partner in an advisor's success. Marketing for wealthtech companies →
