Our Story

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

Our goal is to help you build trust in our industry.

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.

A One-Stop Solution for Financial Content Marketing

Fresh Finance has integrations with Digital Agent and Vestorly to provide a one-stop solution for marketing and content distribution.

Additional Full Suite of Marketing Services

Fresh Finance additionally provides ‘full service’ marketing vendor services to the wealth management industry which includes RIAs, BDs, insurance companies, and FinTech providers. Contact us to learn more.