Verum logo

Verum Partners

Services Provided
  • Brand Strategy
  • Brand Naming
  • Logo / Visual Identity
  • Visual Communication Guide
  • Verbal Communication Guide
  • Messaging / Positioning
  • Website Design / Development
  • Graphic Design
  • Traditional Media
CLIENT INDUSTRY:
Financial Services
The Agency partnered with Verum Partners at the very beginning of its journey to help transform a bold vision for financial advising into a distinctive, credible, and fully realized brand.
We developed the Verum name, logo, visual communication guide, and verbal communication guide, then carried that strategic foundation into the design and development of the firm’s website. Every element was created to reflect Verum’s commitment to independence, transparency, truth, and a more client-centered approach to wealth management.
The Verum logo tells that story symbolically. Three concentric circles represent the firm’s three founding partners, moving in Copernican-inspired orbits around the central “V.” The name Verum means “truth,” and the concept draws inspiration from Copernicus, who challenged established thinking in pursuit of what he believed to be true. In the same spirit, Verum was created to challenge conventions within the financial services industry and offer clients a more transparent, aligned, and approachable advisory experience.
Since launching, Verum has grown into one of Charlotte’s leading independent financial advisory firms. In December 2025, the firm surpassed $1 billion in assets under management, marking an extraordinary milestone in its growth and demonstrating the trust it has built with clients. Verum has also received national industry recognition, including being named among America’s Top Financial Advisory Firms for 2026.
The result is a brand built with meaning from the ground up — one that has remained relevant, recognizable, and aligned with Verum as it has grown from a new venture into a nationally recognized wealth management firm.

Results / Highlights

  • Built the brand foundation for a new independent financial advisory firm
  • Created a meaningful identity centered on truth, transparency, and partnership
  • Developed a cohesive verbal and visual system across the brand and website
  • Supported Verum’s evolution into a leading Charlotte financial advisory firm
  • Brand growth culminated in more than $1 billion in assets under management
  • Created a brand platform that continues to support the firm’s expansion and national recognition
Verum

what our clients say

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It has been a pleasure collaborating with MM, as she consistently demonstrates exceptional creativity and a keen strategic vision. Her ability to seamlessly execute innovative branding, website design, and advertising campaigns is truly impressive, ensuring impactful and cohesive results.

Ashley Heine

Working with Mary and the team at The Agency Marketing Group has been fantastic! They truly understand our vision and bring it to life with a touch of humor in our ads. Plus, they’re super quick to fulfill any requests.

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