Ember Wealth Advisors
Family-focused wealth advisory with warm, cozy branding that makes financial planning feel like coming home.
Overview
Ember Wealth Advisors serves young families in Austin with approachable financial planning. Their "kitchen table" philosophy emphasizes accessibility and judgment-free guidance.
The Challenge
Young families often feel intimidated by financial advisors. Previous attempts at outreach felt too formal and created anxiety rather than comfort.
Our Approach
We created a warm, cozy brand with amber and terracotta tones, rounded shapes, and soft shadows. The copy reads like advice from a trusted friend, not a financial institution.
The Results
The approachable brand removed barriers. 92% of new clients now come from referrals. They maintain a perfect 5.0 Google rating across 100+ reviews.
Key Takeaways
- 1Warmth and approachability drive referrals
- 2Rounded shapes and warm colors reduce anxiety
- 3Conversational copy outperforms formal messaging for families
- 4Perfect reviews are possible with the right client experience
“Walking into Ember feels like visiting family. The website captured that perfectly - warm, welcoming, and judgment-free.”
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