Who We Are
Guiding the growth journey for wealth management enterprises.
For growth-focused RIAs, wealth management platforms, custodians, broker/dealers, asset managers, and established wealthtechs, Ficomm Partners is the only marketing consultancy with proven, focused expertise in growing companies like yours.
We guide, coach, and empower you to unlock the most impactful growth opportunities available to you. We’re able to do this thanks to our human-first philosophy, strategy-first, multidisciplinary approach, and deep bench of veteran industry insiders.
Industry Disruptor
2020 WealthManagement.com Awards
Digital Campaign of the Year
2021, 2022, 2023 WealthManagement.com Awards
40 Under 40
2020 Investment News
Our Vision
Our Mission
Creating authentic, human experiences
Serving as an Embedded Growth Partner
Solving business problems
Our Values
We’re here to humanize the profession of wealth management and transform the impact of financial advice. We do this by:
Integrity without compromise
We keep our word, do what we say, and always strive to do the right thing every day.
Intentionally high standards
We're high performers with high expectations for ourselves, our work, and our clients. We create an environment where all Ficommers can continuously perform at the top of their game, recharge when they need it, and come back twice as strong.
Tenacious growth mindset
Complacency has no place here. We are constantly seeking forward-thinking, disruptive, and innovative ideas to drive internal and external growth. We're tenacious about this, even when it's hard, because that is when the real growth happens.
Earned optimism
Our genuine optimism comes from our confidence. We know exactly what's possible because we know what we're capable of. That confidence lifts our clients and our coworkers and reassures them we can do almost anything, because we bring everything we've got to the table.
Team before self
We're happy to leave our egos at the door, humbly accept feedback, learn with enthusiasm, embrace the gifts that others bring, and work together toward a common goal.
Industry believers
We're obsessed with our industry and possess a genuine belief in the power of financial advice to do good.
Our History
2012
Ficomm is founded.
2013
Meg Carpenter establishes Ficomm’s integrated marketing and PR approach.2014
Major growth spurt begins.
2018
Meg becomes the majority owner of Ficomm.
2020
Candice Carlton joins Ficomm and launches Advisor Accelerator and the New Skool podcast.
Ficomm is recognized as the WealthManagement.com Awards’ Industry Disruptor. Meg is named to 40 Under 40 by Investment News.
2021
Katie Johnson joins as President.
Ficomm awarded Digital Campaign of the Year by WealthManagement.com, and for Thought Leadership in the ThinkAdvisor Luminaries.
2022
Camille Birk, now Ficomm’s COO, joins the company.
Ficomm awarded Digital Campaign of the Year by WealthManagement.com and for Thought Leadership in the ThinkAdvisor Luminaries for the second year in a row.
2023
Mary Kate Gulick joins Ficomm and retools the brand and marketing and PR services offering. Ficomm experiences record YoY growth.
Ficomm awarded Digital Campaign of the Year by WealthManagement.com and for Thought Leadership in the ThinkAdvisor Luminaries for the third year in a row.
Meg is recognized by Think Advisor Luminaries for Executive Leadership. FiComm is named Top 10 Wealth Management Marketing Firm by Wealth Solutions Report.
2024
Ficomm rebrands and launches and the Growth Marketing Leaders of Wealth Management podcast and original research.