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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We are New Skool by Nature.

Let’s face it. Our industry can be pretty old school – jargon-heavy, out of touch, analog, and big on silos. At Ficomm, we’re New Skool to the core. We prize authentic human connection over esoteric industry-speak, understand that digital-first is human-first, and know that marketing, PR, and community engagement tactics are all part of the same playbook.

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Our glass is always half full.

We lead with positivity and gratitude because it leads to better outcomes (and it’s just a more fun way to live). There’s plenty in life and business that’s outside of our control, but we’re lucky to always have control over our attitude. So we choose to be cheery optimists who interpret situations with a positive mindset – and most of our clients are cut from the same cloth. Together, we work as energetic, collaborative teams that naturally turn challenges into opportunities.

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Agility is our superpower.

Let’s face it. Our industry can be pretty old school – jargon-heavy, out of touch, analog, and big on silos. At Ficomm, we’re New Skool to the core. We prize authentic human connection over esoteric industry-speak, understand that digital-first is human-first, and know that marketing, PR, and community engagement tactics are all part of the same playbook.

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We delight in joy and transformation.

By helping our clients align their vision and values across their organizations, we are the change-makers who create an open space for transformation that exceeds business goals… and transcends them. We are obsessed with designing moments that elicit joy, shock the system, and provide a fresh perspective.

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We will crush it, then rest.

Yes, we’ll make it happen. We’ll push hard, persevere through inevitable road bumps, hit the goals, exceed expectations, and celebrate with you. After we celebrate, we rest (and encourage you to do the same). Passion and urgency are core to how we work, but never at a cost to our sanity and health. We normalize the importance of personal priorities and care, so that we can continue crushing it on the regular.

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 helps launch 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.