The 4FP Agency

DigitalMarketer Certified Partner
We are a digital marketing agency serving Financial Planners, Financial Advisors and Registered Investment Advisors (RIAs) for marketing consulting and implementation.

Our Services

Marketing Strategy, Email Marketing, Social Media Strategy
DigitalMarketer Certified Partner

The 4FP Agency

You Should Hire Us If You…

Unlike other marketing agencies and vendors, we are part of the financial planning perspective. When you see us at a conference, we will be in the sessions learning with you.

We come to you with the best strategies and resources available, thanks to being a DigitalMarketer Certified Partner, and bring an inner working knowledge of financial services compliance.

Company Description

We are a digital marketing agency serving Financial Planners, Financial Advisors and Registered Investment Advisors (RIAs) for marketing consulting and implementation.

Digital TuneUp

The Digital TuneUp is a three month consulting program that streamlines the journey your ideal prospect takes to get to your front door.

Building What You Need

Building integrated websites, email marketing, automation and funnels for our clients.

Monitoring

Monitoring your digital presence using the regular practice of quarterly goal check-ins with your team. Our team regularly reviews and optimizes your digital presence while making sure that you feel comfortable with your digital infrastructure.

Founder/CEO

Partner serving the financial services industry

Jake Wagner, CDMP - Principal

Certifications

Search Marketing Specialist, Social Media Specialist, Digital Marketing Strategist, Content Marketing Specialist, Customer Acquisition Specialist, Customer Value Optimization Specialist, Optimization & Testing Specialist, Email Marketing Specialist, Community Management Specialist, Analytics & Data Specialist

Contact

Connect on Social Media

Location

Portland, Oregon

Other Certified Partners

Subscribe to the DM Insider Newsletter

Subscribe to our weekly newsletter that delivers the most actionable, tactical, and timely marketing tips you actually need in 7 minutes or less. Get an edge over the competition, for free.