Heritage Financial Planning – Brand Identity Design

I recently had the opportunity to develop the brand identity for Heritage Financial Planning, a firm dedicated to helping individuals and families navigate their financial futures with clarity and confidence.

The visual identity aims to reflect stability, trust, and longevity — all qualities essential to the financial planning space. I leaned into timeless typography paired with a refined, emblem-style mark that evokes both tradition and forward-thinking. The design bridges the gap between heritage and innovation, much like the firm itself.

From logo marks to brand applications, this system was crafted to remain consistent across web, print, and client-facing platforms. The muted yet confident colour palette reinforces professionalism, while the minimal layout ensures clarity at every touchpoint.

The final result is a brand that feels established, yet accessible — designed to resonate with both new clients and those planning for generations to come.

Would love to hear your thoughts or feedback!

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