Digital marketing for wealth advisory firms
Start booking more meetings, without another platform to run.
Services / How we help
Financial advisor marketing, run lean
You already know what professional management does for a portfolio. Your marketing deserves the same care: specialists who understand RIAs, without the overhead of a bloated agency.
Organic socialOrganic social
One original post a week on LinkedIn, Facebook, and X. Educational tone for wealth advisors. We draft, schedule, and keep the calendar full.
Compliance checksIn-house compliance checks
Every monthly batch is pre-screened for SEC compliance before it ever reaches your CCO.
Newsletter + reportNewsletter + report
One newsletter a month, plus a clear view of appointment requests from the work. You stay with clients. We run the system.
What sets us apart
Personalized solutions for financial advisors
When you work with Mixell Group, you get consistent organic presence and a compliance-aware workflow, so prospects can find you while you stay in client meetings.
In the age of AI you do not need a traditional agency stack. We run specialist partners for writing, design, and US legal review, then pass the savings through.
We pre-screen all content for SEC compliance in-house. Your firm’s CCO remains the final gatekeeper. Nothing publishes without their approval.
You get done-for-you organic marketing built for RIAs, without paying for floors of account managers you will never meet.
How it works
Three steps
- Build the month
We build the month
Content calendar for LinkedIn, Facebook, and X, plus your newsletter. You keep the website you already have.
- Review gate
Pre-screened for compliance
We run our own in-house compliance checks before anything reaches your team. You make the final call, then we publish.
Publish and reportWe publish and report
Mixell Group runs the organic calendar. You see appointment requests from the work.
Free email series
Get the $20M AUM playbook
A 5-part email series on defining your HNW persona, solving their pain points, and scaling across LinkedIn, YouTube, and paid ads.
Frequently asked questions
Our done-for-you Growth System is built strictly for independent wealth advisory firms managing $75M or more in AUM. If your firm is under $75M, we offer a dedicated coaching program where we teach you how to implement our exact marketing playbooks in-house.
Every piece of content is pre-screened by our in-house compliance checks before it ever reaches your CCO. Your compliance team is the final gatekeeper. Nothing goes live without their approval.
Our Growth System is a flat $2,500/month with a one-time $2,500 setup. We require a 90-day initial term to build pipeline momentum, and then we switch to month-to-month.
No. We intentionally build our acquisition pathways to plug right into the website you already have. You do not need to pause your marketing for an expensive site rebuild.
We take over the organic marketing execution. That includes one original educational post a week on LinkedIn, running a monthly newsletter, and managing your lead magnets. We write, schedule, and run the calendar so you can focus on the meetings we book.
Book more meetings without the heavy lifting.
We run the client acquisition system. You run the advice relationship.
Not ready to talk? Get the $20M AUM playbook.