The 4FP Agency – Marketing for financial planners | Digital Marketing 4FP (for Financial Planners)
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Sculpt your firm's digital presence

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The 4FP Agency 

Helping CERTIFIED FINANCIAL PLANNER™  Professionals Market Online


  • Digital Marketing

  • Email Marketing

  • Website Creation

  • Lead Magnet Design

  • Funnel Design

  • Social Media Strategy

  • Search Marketing

  • Customer Journey Modeling

  • Data and Analytics

We help our clients sculpt their digital presence, no matter where they are in the process.

Advisors who work with us are able to educate and communicate with their prospects and clients via automation and other digital marketing tools, which save an immense amount of time and ensures that they are putting their best foot forward. 

Our process helps firms communicate your company culture, brand and thought leadership. Our strategies minimize the time required to be effective.

The Digital Marketing 4FP Podcast and writings

E11 | Why Study Groups?
Study groups have been a secret many leading financial planners have used to further their career.  They are one of[...]
E01 | Acquiring clients with eCourses
Matt Becker, principal of Mom and Dad Money, joins us for our first show to share how he aquires clients[...]


We are a digital marketing agency serving Financial Planners, Financial Advisors and Registered Investment Advisors (RIAs) market and brand their firm.

Hence, "4FP."

Jake started this firm because his life's work is to support the growth of your firm and profession as a whole.

We usually work with fee-only independent advisors. Most have a passion for Life Planning, Financial Planning 3.0 and exploring the deeper meanings of money with their clients.

We work with you and your team to create a coherent overall online strategy to create a manageable digital presence.

We help financial planners and Registered Investment Advisors sculpt their digital presence. We can assist firms in areas like website strategy, social media strategy, email marketing, and paid traffic strategies. We will help your business grow and maximize your team resources through digital marketing automation, tools and best-practices.


We give you the beginning of the Online Reputation Management | ELEMENTS program to give you the fundamentals that  you will need whether you work with the 4FP Agency or another digital marketing agency.  After you have completed your Ideal Client Personas and Firm Style Guide your firm will be immensely more prepared with any marketing or design professional you hire.

If you would like help completing any of the free materials we have sessions available.  You work with one of our digital marketing professionals to create a robust ideal client persona or defining your story and brand through the Style Guide. 

When firms are ready for an assessment and a plan, they ascend to ELEMENT 4, where we complete a digital presence assessment.  After receiving your assessment you can choose to get a plan from us or improve your presence on your own.

Firms who receive a plan from the Digital Marketing 4FP Agency can choose to become retainer clients of the firm and have us implement and manage their digital presence or they can implement the plan themselves.  This way we enable our clients to choose how much advice they need.  We are here to support you at what ever level of digital marketing advice your firm needs.  


Jake has great communication skills and a good balance oftechnical expertise and business acumen. He knows how toexplain complex topics to the layperson and is proactive indiagnosing and assessing problems. I also appreciate howapproachable and easy to work with he is.

Rebecca Kennedy, CFP® - CFP®

Jake's intimate knowledge of the Financial Planning profession makes it easy to be on the same page regarding my firm's vision and purpose. The Digital Marketing 4FP approach mirrors the planning process in that our conversations are always oriented around discovery and resourcefulness to come to solutions. His dedication to anchoring engagement strategy to who my ideal client is and how to best serve them is a good counterbalance to any business owner who has a tendency to get lost in the weeds of business operations and serving clients.

Jake minimizes the pain-points of prospect/client engagement the same way we limit hurdles for our client's to have a healthy relationship with their money.


Digital Marketing for Financial Planners are the digital-presence gurus. They deeply understand the paths potential clients take on their journey toward connecting with you directly. More importantly, they're fluent in the ways you can put your best message forward with those potential clients every step of the way. For advisors who understand the importance of owning their digital footprint and know they can’t manage it alone, this is the go-to team.

David C. Bowman, CFP® - Certified Financial Planner

I trust him with the heart of my piece because I trust him as my advisor and I haven't been let down. Jake has always been there for the critical times. Both with the advice and helping me with what I need.

This isn’t a guy who will come in and tell you, "this is what is best." He will find the solution that you truly need. What he does is educate you. I’ve never been more comfortable with baring my process than with Jake and the 4FP team.

Brad Marro - Marro Media, Brad Treks America

Jake created the space and direction I needed to elevate my brand and business development. He listened, brought enthusiasm, ideas, and maybe most important, asked the right questions. He is always dedicated to making sure his vision and efforts on my behalf are aligned with my own vision and purpose.

Elizabeth Jetton, CFP® - Coach, Planner & Thought Leader


Customer Journey Specialists

Guide your prospect along a natural path.  Getting to know you and your firm's values and creating a relationship where you are their trusted advisor.  

Content Marketing Specialists

Create content that supports your values and creates a journey for ideal prospects that cultivates them and encourages them to sign on board when the time is right.

Customer Acquisition Specialists

Create paid traffic strategies that compliment the rest of your content creation.  We are about more than just creating "leads."  We want to attract your perfect clients to you.

Email Marketing Specialists

The inbox is sacred and should be abused.  We get too many emails and we need your prospects to *want* to open the emails you send them.  

We create combinations of automations and broadcast email campaigns that magnetize your ideal clients.

Customer Acquisition Specialists

Create paid traffic strategies that compliment the rest of your content creation.  We are about more than just creating "leads."  We want to attract your perfect clients to you.

Search Marketing Specialists

SEO is a complicated topic.  Some things are worthwhile to some firms and others are not.  

We help you evaluate and determine the best ways for you to show up in search and help you rank for the best search terms to attract your ideal clients.

Data and Analytics 

You need to know what KPIs to measure.  

Different companies and different strategies have very different needs about what metrics are important to monitor to create a successful digital marketing strategy and campaign.

Optimization and Testing Specialists

Know how to measure and optimize your process.

Know what is working and what isn't so you can improve your systems.