Performance marketing for RIAs

Ex-AmEx, ex-Amazon. Now I run paid ads exclusively for RIAs.

I run done-for-you paid ads and AI-powered lead nurture for wealth managers — your prospects go from first click to booked meeting without your team lifting a finger. You just show up to the call.

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Story

Why marketing for wealth managers — from a guy with AmEx and Amazon on his resume?

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American Express

I came up in financial services at American Express, where I learned how regulated industries work — what compliance actually requires, why trust is everything, and how the best brands earn it slowly and lose it fast.

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Amazon

Then at Amazon, I ran performance marketing at a scale most agencies will never touch. I learned to think about cost-per-acquisition the way an engineer thinks about latency: an obsession, not just a number on a dashboard.

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The intersection

Most marketing agencies serving RIAs are generalists. Most performance marketers don't understand financial services. I sit in the rare intersection: tech-finance background, performance discipline, niche-only practice. That's why I work with one firm per metro — the playbook is too targeted to share between competitors.

Services

What I actually do for RIAs

Targeted Paid Acquisition

Meta and Google campaigns built specifically for wealth management — niches, geographies, demographics. Compliance review baked in.

End-to-End Pipeline (Done For You)

AI-powered lead nurture, qualification, and booking. Every step from ad click to scheduled call runs without your involvement. You step in when the prospect is on your calendar — not before.

Performance Reporting

Dashboards built for advisors, not marketers. CPL, CAC, projected AUM contribution — the metrics that actually matter to your business.

Proof

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I work with one firm per metro. Two-week decision window. First month free. After that, only paid relationships with firms I'm proud to grow with.

Want to talk?

20-min call. No pitch deck. Just a conversation about whether your firm is the right fit for my next slot.

Book a call

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