Holistic Planning

Holistic Planning came to us with a lofty vision. Their founders weren’t just building another advisory firm—they were aiming to become a household name in financial planning.

We helped shape a brand that could carry that kind of weight from day one.

Our work centered on positioning them for national relevance. That meant crafting a story that aligned with their long-term vision and building a brand name with the potential to define a category.

Every detail—from messaging to identity—was designed with broad appeal and memorability in mind.

The result is a brand that feels inevitable. The Holistic team is now equipped to grow into the firm their vision always pointed to.

‍“Working with Objective Brand has been an unbelievable experience.  From the very beginning, it was clear they genuinely wanted to understand who we are, what we value, and what we’re working to build—and that level of care and curiosity came through in every part of the process.

The marketing strategy and branding they delivered weren’t just beautiful—they were incredibly thoughtful, intentional, and aligned with our vision. Their attention to detail is unmatched.  From the visuals to the messaging to the client testimonials, everything feels cohesive, elevated, and most importantly, authentic to us.

For the first time, we feel like our brand truly reflects the level of service, trust, and care we provide our clients.  We’ve already received great feedback, and we’re more confident than ever in the direction we’re headed.

Objective Brand didn’t just design a brand, they helped us tell our story.  We’re so grateful for their partnership."

Taylor Pankratz
Founder