The 4FP Team

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

Jake started this firm because his life's passion is to help individuals have a better relationship with their personal finances by supporting the growth of your firm and the profession as a whole.  We  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 help financial planners and Registered Investment Advisors sculpt their digital presence. We assist firms in areas like website strategy, social media strategy, email marketing, and paid traffic strategies. We work with you and your team to create a coherent overall online strategy to create a manageable digital presence.  We use effective strategies and digital marketing plans to help your business grow.

Our methodology maximizes your team’s resources through digital marketing strategy, automation, and best-practices.  We think being a fiduciary is just the right thing to do, even though we are a marketing agency.  Our goal is to help our listeners and clients by sharing best-in-class tools, techniques and strategies that have the appropriate features for CFP® Professionals. 

We've been working with online compliance since 2008 and understand a wide array of compliance environments.  Whether your RIA is Registered with the SEC or the State, we work to provide you with tools that will having your regulator smile at the effective tools that provide them the information and records they need while streamlining your operations and improving your bottom line.

Jake Wagner, CDMP
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Tasha Hoggatt – Project and Content Manager
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Backoffice Team
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The team helping you sculpt your digital presence

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