Mystrika
The 4FP Agency is a digital marketing agency serving Financial Planners, Financial Advisors, and Registered Investment Advisors (RIAs). Founded in 2017, the agency provides marketing consulting and implementation with a focus on fee-only independent advisors. The agency specializes in client attraction systems that cultivate the entire client lifecycle.
The 4FP Agency is a digital marketing firm founded in 2017 and headquartered in Portland, Oregon. The agency specializes in serving Financial Planners, Financial Advisors, and Registered Investment Advisors (RIAs), offering marketing consulting and implementation services. Its tagline emphasizes "Client Attraction Systems That Cultivate Your Entire Client Lifecycle."
The agency operates with a team of fewer than 49 employees and requires a minimum budget of $10,000 to $25,000 per project, with an average hourly rate of $250. The founder, Jake Wagner, started the firm to help individuals improve their relationship with personal finances by supporting the growth of advisory firms. The agency works primarily with fee-only independent advisors who focus on Life Planning and Financial Planning 3.0.
The 4FP Agency provides a range of services including digital marketing, SEO, email marketing, digital strategy, reputation management, business consulting, and CRM consulting. Within these areas, the agency offers expertise in business operations consulting, compliance consultancy, corporate coaching, investment management, strategy consulting, content creation, copywriting, marketing analytics, chatbot marketing, SaaS marketing, B2B email marketing, email design, Google Ads, link building, local optimization, on-page optimization, technical SEO, social media marketing on Facebook, Instagram, and LinkedIn, landing page design, and website redesign.
The agency primarily serves small businesses in the finance, fintech, and corporate services industries. Client types include financial planners, financial advisors, and RIAs. The agency's deep industry focus is reflected in its understanding of the specific marketing needs of financial professionals.
The 4FP Agency holds a Google rating of 4.9 out of 5 based on 8 reviews. Clients consistently highlight the agency's extensive marketing and technical knowledge, strategic guidance in defining target audiences, and excellent relationship nurturing. One client noted that the agency "saved me from myself and given me the help I need for today's market," while another described the founder as "excellent at nurturing relationships and providing value to the financial planning community."
The agency's portfolio includes work for clients in the finance and fintech sectors, though specific case studies are not detailed on the DesignRush profile. The agency maintains an active presence on Facebook, LinkedIn, and Instagram.
Services
- Digital Marketing
- SEO
- Email Marketing
- Digital Strategy
- Reputation Management
- Business Consulting
- CRM Consulting
Industries Served
Team Size
Pros
- Deep expertise in financial advisor marketing
- Strong client relationship and strategic guidance
- Thorough knowledge of financial planning industry
Client Review Analysis
Google reviews highlight the agency's deep industry knowledge, strategic focus, and excellent client relationships. Clients report significant help in defining target audiences and marketing strategies.