Financial Services Branding & Strategy

When it comes to financial services, our approach is rooted in deep industry knowledge and a decade of insider experience. Led by our VP of Strategy, Lori Bacon, who spent over 10 years working directly in financial services, we understand the unique demands and nuances of this sector. This enables us to create thoughtful, strategy-first branding solutions tailored to your business and audience.

At CWP Design, we know that financial brands must communicate trust, stability, and growth—all while standing out in a competitive market. Our design philosophy blends creativity with practicality. We don’t just follow trends—we help future-proof your brand by ensuring it resonates across generations and platforms.

Who We’ve Worked With
Who We’ve Worked With
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children crisis
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sharpfootballanalysis
Our Unique Edge
Inside Knowledge, Outside-the-Box Solutions
Our insider understanding of asset management and financial strategy gives us a unique edge in the industry. With over a decade of experience working on a variety of financial brands, we’ve honed our focus in this space. This allows us to pinpoint what works, what doesn’t, and what’s often overlooked.

From creating polished brand identities to refining internal communications, we ensure every touchpoint reflects your brand’s authority and credibility. We’re not just a design firm—we’re your strategic partner in achieving long-term success, especially in the financial services sector.

Case Study
Radnor Financial Advisors

One example of our work in the financial space is the rebranding of Radnor Financial Advisors. With over 30 years of history, Radnor needed a fresh identity following an organizational restructuring. We developed a comprehensive brand overhaul, including a new logo, website, and marketing materials. Following the rebrand, we worked with Radnor on an ongoing basis for several years, helping them maintain consistency across all communications.

A few years later, Radnor was acquired by CI Financial (now Corient). We managed all acquisition-related communications, ensuring a seamless transition for both internal teams and external audiences.

The result? A successful acquisition and a brand that remained strong during the transition, positioning Radnor for continued growth as part of Corient.

“Corey and her team have been a great resource for our company. We could not have been happier with the guidance, service, and results.”
— Carl Rosenfeld, Radnor Financial Advisors (now Corient)
est.2008

Together, let’s make it happen — and be
fearless in our pursuit of innovative design.

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