Our work:
Goldstone Financial Group
About The Project
Increased AUM by 32% in 2022 vs 2021, and 44% in 2023.
From $287M in 2022 to $1.14B as of July 2026.
The Problem
Goldstone Financial Group had a strong presence in traditional advertising methods but lacked a robust online marketing strategy. They had valuable marketing material for their target audience (50-70 y/o retirees and those nearing retirement) but needed guidance to deliver it effectively.
The Solution
We revamped Goldstone Financial’s brand guideline document for online and traditional mediums, established their online presence, and implemented a solid Google and Meta Ads strategy and a weekly email newsletter segmented by clients and prospects. We also formed partnerships with local ad distributors and local media opportunities, which helped Goldstone become one of Inc. 5000’s fastest-growing American companies.
The Win
Goldstone’s AUM increased from $287M in July 2022 to $1.14B as of July 2026, with an average AUM increase of 44% year-over-year.
