Kaleido Creative Studio works exclusively with independent financial advisory firms to bring their marketing ideas to life.

 

Originally founded in 2008 as Wealth Management Marketing by veteran financial services marketing consultant Kristen Luke, Kaleido Creative Studio connects financial advisors with the strategic and creative resources needed to build brilliant brands and marketing campaigns. 

As a boutique marketing firm, we specialize in working with a select number of fee-only or hybrid Registered Investment Advisors that cater to private clients who would be considered mass affluent or high net worth (i.e., less than $5 million in investable assets). Our clients are dedicated to a "planning first" philosophy when working with their clients and often implement passive or hybrid passive/active investment strategies. While we enjoy working with all RIAs who need marketing assistance, we are especially well suited for firms with revenues ranging from $1 million to $10 million and/or AUM ranging from $100 million to $1 billion. Many of our clients come to us when they are ready to move on from the templated options available in the industry and are ready for custom marketing solutions.

 

Kristen Luke
Founder

Kari Helton
Copywriter

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Edelin Del Rio
Client Onboarding Coordinator

Brittany Peña
Creative Director/Account Manager

Jason Puffe
Graphic Designer

Mario Salinas
Graphic Designer

Meghaan Lurtz
Financial Psychology Specialist