The Client
Elevate Financial Partners is a Newport Beach financial services firm founded in 2021 by Stephen J. Peterson. In January 2022, just months into building the firm, Stephen searched Google for a designer to create his logo and found Earp Creative. “I am so glad I was able to find you on google!” he wrote after that first project was complete.
That first logo became the beginning of a partnership that has grown alongside the firm. Nearly five years later, Earp Creative continues to support Stephen, Chief Operating Officer Noelle Rodriguez, and the Elevate team as the company adds new entities, grows its team, and raises the standard of every piece it puts in front of clients.
The Challenge
Financial services branding is built on trust. Clients and recruits judge a firm by how it presents itself long before they ever review a plan or sign a document. As Elevate grew, its brand needed to grow with it: new entities needed their own marks that still felt like part of the Elevate family, and the materials its team used every day needed to look as professional as the advice behind them.
In late 2025, Stephen put it simply. The team needed to turn its existing marketing collateral into “professionally done marketing collateral.” The goal was a cohesive brand that would equip his team with confidence in every client meeting and recruiting conversation.
The Approach
A long-term partner who knows the brand. Because Earp Creative designed the original logo, every new request starts from a deep understanding of the brand. When the firm expanded, new logos were built on the same colors and structure, so each one reads instantly as part of Elevate.
Raising the standard of everyday materials. For the marketing collateral project, Earp Creative redesigned the documents the team relies on most, including client fact finders, firm overviews, and recruiting brochures. Many were delivered as fillable, editable PDFs, so the team can use them in real client and recruiting conversations without needing a designer for every update.
A smoother process for a busy team. To keep reviews organized across several team members, Earp Creative set up a client portal where Stephen, Noelle, and the team could view drafts, leave feedback, and approve final files in one place.
What We Created
- Original Elevate logo (2022), the foundation of the brand
- Logo updates and variations as the firm evolved into Elevate Financial Partners, including white, small-format, and specialty file versions for every use
- Logos for new entities and funds, each built on the same colors and structure as the Elevate brand
- Marketing collateral redesign, including a client presentation, firm overview template, and fact finders
- Recruiting brochures for career and independent advisors, delivered as fillable PDFs
- Five-year anniversary logo celebrating the firm’s milestone, sublimation printed on team shirts
Celebrating Five Years
In September 2026, Stephen reached out with a new request: a logo to celebrate Elevate’s five-year anniversary, designed for team apparel while staying true to the firm’s everyday brand.
Earp Creative designed a range of options that paired the familiar Elevate mark with anniversary elements. After a few focused rounds of refinement, the team chose a design that adds “Anniversary” and “EST. 2021” to the Elevate brand. “Ok I LOVE 4a,” Stephen wrote. The final set was delivered in several variations and sublimation printed on shirts for the team, so everyone could wear the milestone together.
It was a meaningful project to design. The logo marks five years for Elevate, and nearly five years of working together.
The Result
Elevate Financial Partners has a brand that has grown up with the firm. From the first logo to the five-year anniversary mark, every piece builds on the same foundation, and the team now presents itself to clients and recruits with materials that match the quality of its work. When Stephen came back for the fourth round of logo work, he summed up the partnership in a single line: “Round 4! We keep growing 😊”
A Partner for Every Stage of Growth
Some of our most rewarding work happens over years, not weeks. Whether you’re launching a new firm or building on a brand that’s ready for its next chapter, every project at Earp Creative begins with a conversation about where you’re headed. Explore our services, browse recent projects, or start the conversation today.
