When we first sat down with the owners of Gebhardt Group, it was clear that they had a refreshingly unique approach to wealth management, involving personally tailored planning based on much more than monetary goals. What wasn’t clear was their brand identity. That’s where we were able to help, rebranding them as the “wealth with a why” firm. Because at Gebhardt Group, wealth isn’t just about numbers—it’s about aligning your finances with the core values and intentions that make life meaningful.

With their brand-new brand guidelines and website, Gebhardt Group stands out. Gebhardt Group now identifies with entrepreneurial-minded clients who are ready to embark on wealth journeys based on who they are as a whole, not just on paper. They prioritize vulnerability and gratitude, guiding financial decisions that lead to a life of authenticity and fulfillment.

Agency: Runyon Saltzman, Inc.
Creative Director: Steve Fong
Writer: Montana Strohl-Roy
Designer: Sandy Nelson

Branding & Logo

Brand Positioning

At Gebhardt Group, we know wealth is deeper than assets.

That’s why we use gratitude as a gauge. For all the people, places and experiences that matter most.

We find deep value in vulnerability. The kind that comes from being as honest with yourself as you are with us.

We listen to what you want out of life. Not just on paper but in practice.

We specialize in wealth with a why. To help ensure that your path forward aligns with your innermost values and intentions. Balancing the lessons of yesterday with the aspirations you have for tomorrow. And granting you the freedom to find out what living your most authentic life truly feels like.

Elevator Pitch

We firmly believe that everyone’s purpose in life can be found at the intersection of intention and action. And our purpose is to help you tap into yours.

We are here for the bold, the honest and those seeking a path that aligns with their innermost selves.

We’re life navigators and trusted partners who also just so happen to be wealth advisors.

Full Brand Guidelines linked.