Steep Marketing Unveils New Brand to Reflect Its Evolution as the Growth Partner for Financial Advisors

FOR IMMEDIATE RELEASE

ENGLEWOOD, Colo. — August 3, 2026 — Steep Marketing (formerly Steep Digital Marketing) today shared details on its rebrand, completed earlier this year, reflecting the company’s evolution from a digital marketing agency into a comprehensive marketing and growth partner for independent financial advisors nationwide.

Financial advisors today face a fundamentally different marketing landscape than they did just a few years ago. Consumers are harder to reach, competition for attention has intensified, and no single channel is enough on its own to drive consistent growth. Steep’s new name reflects the integrated, multi-channel approach the company has built to help advisors meet that challenge.

“Today’s most successful financial advisors aren’t one-dimensional in their marketing; they’re constantly searching for new and creative ways to reach their target market. Our growth from a digital-only product line to a platform supporting educational workshops, dinner seminars, online webinars, and movie marketing enables our team to provide comprehensive marketing support unlike any other service provider in this space,” said Jonathan Musgrave, Chief Executive Officer of Steep Marketing. “Removing ‘Digital’ from our name better reflects who we are today and the integrated growth partner we’ve become.”

Today, Steep Marketing delivers integrated marketing and event solutions built specifically for the financial advisor industry, combining sophisticated Meta advertising, direct mail, educational content, movies, webinars, advisor coaching, and proprietary technology into coordinated campaigns designed to help advisors consistently attract, engage, and convert new clients.

As a Meta Certified Marketing Partner who has managed over $75M in advertising spend since the company launched in 2017, Steep has long been a leader in the digital space within the financial advisor community. The company has also expanded its direct mail offerings, giving advisors the ability to target highly refined audiences and combine online and offline reach.

Steep has also helped pioneer the use of first-run movie theater events as a modern alternative to traditional dinner seminars and educational workshops. By pairing exclusive documentary-style movies with custom marketing campaigns and proven follow-up systems, the company helps advisors connect with audiences who may never attend a conventional retirement seminar.

The company continues to invest in supporting advisors through educational resources, strategic coaching, and marketing technology that simplify campaign management and help advisors scale their marketing efforts more effectively.

“Our mission has always been to connect people in and near retirement with qualified advisors through financial education,” added Musgrave. “This rebrand isn’t about changing who we are, it’s about better representing the wider range of value we deliver, and our long-term commitment to helping advisors grow through innovation, exceptional execution, and measurable results.”

While the company’s name has changed, clients can expect the same leadership team, trusted relationships, and commitment to service that have defined Steep since its founding.

For more information, visit www.steep.marketing.

About Steep Marketing
Steep Marketing is a growth-focused marketing and coaching company serving independent financial advisors throughout the United States. The company specializes in integrated marketing solutions including Meta advertising, direct mail, educational seminars, movie theater events, webinars, advisor coaching, lead generation, and marketing technology. Steep works with many of the nation’s largest FMOs and IMOs, including Advisors Excel, Signal Advisors, Impact Partnership, Triad Partners, Gradient Financial Group, The Revolution, and Financial Independence Group, among many others. These relationships have given Steep a broad view of the evolving challenges advisors face and helped the company build marketing programs that can be adapted across a wide range of practices, markets, and growth strategies.