Who We Are

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People who care about getting it right

Growth marketing strategists, PR experts, designers, and project managers, all working together to move your business forward.

We are a marketing consultancy that helps advisory firms and wealth management enterprises identify the right growth opportunities and build the capabilities to act on them.

Our team has built careers throughout wealth management. We understand the compliance considerations, client expectations, and business complexities behind every marketing decision. 

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Wealth Management Industry Awards

Industry Disruptor - 2020

Digital Campaign of the Year - 2021, 2022, 2023, 2024

PR Campaign of the Year - 2024

CEO of the Year - 2025

Client Digital Campaign for Digital First Advisors Campaign for Allworth - 2025

Finalist Podcasts: Industry Focused for Growth Leaders of Wealth Management - 2025

Finalist Client PR Campaign of the Year SEIA Leadership Transition Coverage - 2026

Finalist Industry Focused: Growth Leaders of Wealth Management Podcast - 2026

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ThinkAdvisor Luminaries Awards

Thought Leadership​ - 2021, 2022, 2023, 2024​

Executive Leadership​ - 2023​

​Digital Campaign of the Year​ - 2024​

​Social Media Campaign of the Year​ - 2024

Finalist Thought Leadership and Education for Growth Leaders of Wealth Management - 2025

Finalist Thought Leadership and Education for Advisor Education and Consultants - 2026

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Wealth Solutions Report

Top 10 Wealth Management Marketing Firm - 2023, 2024

Top Wealth Management Agency Story Tellers - 2025, 2026

Our Vision

 Our vision is to help the best financial advisory firms and wealth management enterprises build higher-growth business so they can serve more right-fit clients. 

Our Mission

Our mission is to create possibility and freedom; for ourselves, our team, our clients, the consumers our clients serve, and our industry. 

Our Values

We’re here to create possibility and freedom. We do this by living our values:

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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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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.

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

Ficomm 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

Ficomm awarded Digital Campaign of the Year by WealthManagement.com, and for Thought Leadership in the ThinkAdvisor Luminaries.

2022

Ficomm is recognized for Digital Campaign of the Year by WealthManagement.com and for Thought Leadership in the ThinkAdvisor Luminaries for the second year in a row.

2023

Ficomm recognized for 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 Leaders of Wealth Management podcast and original research.

Ficomm recognized for Digital Campaign of the Year and PR Campaign of the Year by WealthManagement.com. Recognized for for Thought Leadership, Digital Campaign of the Year, and Social Media Campaign of the Year in the ThinkAdvisor Luminaries. Recognized as Top Wealth Management Marketing Firm by Wealth Solutions Report for the second year in a row.

2025

Meg Carpenter named CEO of the Year.
Ficomm recognized for Client Digital Campaign of the Year by WealthManagement.com. 

Ficomm named a Top Wealth Management Agency Storyteller by Wealth Solutions Report and a finalist for podcasting and thought leadership honors. 

2026

 

Ficomm named a Top Wealth Management Agency Storyteller by Wealth Solutions Report for the second consecutive year.

The Growth Leaders of Wealth Management podcast and Ficomm's client PR thought leadership work recognized as industry award finalists.  

Work with Us

Work with us

Ready to see what this could look like for your firm?