As an Independent fee-only RIA, you are a trailblazer. You struck out on your own because you knew there was a better way to serve your clients. you want to do things your way. And now you're ready to grow.
You've outgrown the DIY marketing approach but you also don't need a big, expensive agency doing everything for you. You want to stay hands-on and drive the content and the energy of your firm.
Zephyr was founded to provide the help you need to expand your marketing efforts and upgrade your website to the next level. We provide guidance and advice to help you develop a strong foundation, create an impactful website to serve as the centerpiece of your brand, and provide execution services to get your marketing tasks done.
We only work with Independent fee-only RIAs. So we get you.
Our Story
Zephyr was co-founded by Michael Reynolds, an independent RIA owner. Before starting his RIA, Michael owned a digital marketing agency for 23 years. He and his team built hundreds of professional websites and delivered many successful marketing programs for a variety of businesses, including in the financial services sector.
He eventually sold the agency and founded Zephyr along with Chris and Sam who were team members from his agency. They built a cloud website platform and after seeing how much of the need there was, pivoted to delivering web and services to RIAs.
Michael owns a growing RIA today which puts him (along with his team) in a unique position to bring expert marketing services to RIA owners.
The Zephyr team knows that financial advisors impact lives for the better, and is proud to help RIAs grow and reach the clients who are ready for real change in their lives.
We think you'll find Zephyr to be a breath of fresh air. Get in touch for a complimentary consultation and we'll talk about your most pressing questions about marketing your RIA.
Featured Clients
