For over a decade, we've been creating custom-branded content for the wealth management industry.
Now, we offer additional products and services with Fresh Finance through relationships with our strategic partners.
Our Roots Started With a Financial Advisor
Educated investors make better financial decisions, which makes our industry stronger.
Our founder worked as a financial advisor and experienced first hand the importance of educating clients prior to an economic crisis.
Through her experience, Fresh Finance was born as a financial content solution for the wealth management industry to help educate clients during the good times-and bad. Our products today include out-standing financial content, dynamic newsletters, a print newsletter, social media content, all branded to the advisor, and focused client education.
Our belief has always been that by providing educational, non-biased content delivered the way clients want to receive it, we help grow relationships by positioning each advisor as an expert in their profession.
Fresh Finance is WBENC Certified as a women-owned business.