Legacy Wealth Management is a long-established, fiduciary, fee-only financial advisory firm in Memphis known for its team-based expertise and holistic planning approach. Their strength has always been in serving clients exceptionally well — but with limited internal bandwidth, they struggled to consistently reach new prospects or build broader brand awareness.
The challenge was simple: an elite service with low visibility.
To solve that, we developed a sustained, long-term outdoor campaign designed to meet higher-net-worth individuals where they already were. Messaging was placed along key Memphis corridors their audience traveled daily, creating steady familiarity through repetition and presence. When appropriate, we supplemented this foundation with targeted local print and occasional digital placements to reinforce credibility and keep the brand top of mind.
The result: a lean, effective marketing system that extended their reach without overwhelming their team — and helped Legacy show up in the market with the same consistency and confidence they bring to their clients.