Who We Are

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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.

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Industry Disruptor

2020 WealthManagement.com Awards

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Digital Campaign of the Year

2021, 2022, 2023 WealthManagement.com Awards

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40 Under 40

2020 Investment News

Our Vision

Ficomm envisions a world where the transformative power of unbiased financial advice is accessible to every family. Our role in bringing this vision to life is to put the megaphone in front of the best wealth management enterprises and empower them to expand their reach.

Our Mission

We’re here to humanize the profession of wealth management and transform the impact of financial advice. We do this by:
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Creating authentic, human experiences

that consumers can relate to in meaningful ways.
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Serving as an Embedded Growth Partner

for the best RIAs, wealth management platforms, asset managers, custodians, broker/dealers, and wealthtechs.
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Solving business problems

by aligning approaches from across disciplines – marketing, public relations, community engagement, and innovation.

Our Values

We’re here to humanize the profession of wealth management and transform the impact of financial advice. We do this by:

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Integrity without compromise

We keep our word, do what we say, and always strive to do the right thing every day.

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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.

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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.

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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.

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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.

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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.

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Let’s take on your business growth goals together.

Let’s take on your business growth goals together.