We Build Brighter Brands

A finance marketing agency helps financial services companies attract new clients, build brand trust, and stay compliant while promoting their services. Sunshine Digital Marketing Solutions specializes in helping clients like RIAs, broker dealers, hedge funds, and accounting firms generate leads and increase awareness through branding, content marketing, email campaigns, social media, and websites.

Simply put, financial marketing requires industry knowledge, compliance awareness, and a professional yet trustworthy tone. Unlike general agencies, we understand the regulatory nuances that impact what you can say online. As a result, partnering with a finance marketing agency helps ensure your content is not only effective but also compliant.

Typically, we work with small to mid-sized financial services firms including: registered investment advisors (RIAs), broker dealers, private equity firms, hedge funds, family offices, financial consultants, FinTech startups, fund administrators, and accounting firms. Whether you’re established or just getting started, if you’re in the financial world and need marketing support, we’ve got you covered.

Absolutely! While our sweet spot is the financial industry, we’re always excited to collaborate with businesses in other sectors too.

For starters, we’re not a one-size-fits-all shop. Sunshine is a finance marketing agency that acts as an extension of your team—offering both done-for-you services and consulting support. Beyond that, we combine creativity with data-driven strategy to help you grow your brand and your book of business. Most importantly, we make marketing actually fun (yes, even in finance).

In short, we offer a full suite of marketing services tailored for financial firms. Our core services include: branding and messaging, LinkedIn marketing and ghostwriting, website design and management, email marketing campaigns, content strategy and creation, event marketing and promotion, advertising, graphic design, and marketing consulting and training. Ultimately, we build strategies designed to generate leads, boost credibility, and keep your firm top-of-mind with your ideal audience.

Yes! We have deep experience with financial services companies, so we fully understand compliance requirements for regulated industries. Because of that, we help you create compliant yet compelling content that passes internal reviews and aligns seamlessly with all relevant regulatory guidelines.

It depends. Our pricing is based on your goals, scope, and desired level of support. That said, we offer flexible options that fit your firm’s size and budget. Rather than guessing, contact us for a free consultation—we’ll customize a plan that makes sense for your needs.

Both! We can develop your marketing strategy from the ground up—or, if you already have one in place, step in to execute and optimize it for better performance. Either way, you’ll get the expertise and consistency your team needs to grow with confidence.

We’re proudly based in South Florida, serving clients in Miami, Fort Lauderdale, Boca Raton, Delray Beach, Jupiter, West Palm Beach, and throughout Florida. Because we work remotely, we can partner with financial businesses across the United States—in cities like New York, Chicago, Boston, San Francisco, Los Angeles, Charlotte, Dallas, Houston, Atlanta, Philadelphia, and more.

Getting started is easy. Simply contact us through our website to schedule a discovery call. From there, we’ll learn about your goals, identify growth opportunities, and develop a marketing plan that helps your financial firm stand out in a competitive market. Before you know it, your brand will have the clarity, visibility, and results you’ve been looking for.