Vertex Planning Partners Logo

Wealth Management Firm Launches with 898 Marketing

Strategic Marketing Firm Delivers Branding, Communications and Website Development For One of the Largest Independent Wealth Management Firms in Midwest


(Youngstown, OH) August 3, 2016- 898 Marketing, a strategic marketing and creative consultancy based in Canfield, OH, successfully developed new branding elements  and created a full marketing and creative launch strategy for Vertex Planning Partners, one of the largest independent wealth management firms in the Midwest, managing over $400 million of assets.

“It is rare to work with a new company that immediately launches as one of the biggest players in their vertical. To have an opportunity and a responsibility to create a brand and strategy that compliments their status was exciting and an honor,” said Jeff Ryznar, Founder and President of 898 Marketing.

898 Marketing won the business of Vertex Planning Partners in January 2016. As 898 Marketing’s premiere financial institutional client, the firm was commissioned to assist in the creation of an overall branding, communication and marketing strategy for the newly formed Chicago-based wealth management firm. The six-month partnership entailed a complete company branding strategy, including the development of critical creative, such as the company’s name and logo, as well as communication assets such as a mobile optimized website with private client portal, print materials and strategic marketing consultation. Vertex Planning Partners officially launched in June 2016 with

“Our firm was extremely impressed with the amount of creativity and passion 898 Marketing brought to the table. By getting to know us and our business, they helped us craft a brand that both aligned with our values and communicated the essence of what we are trying to build,” said Greg Benner, Managing Partner of Vertex. “We couldn’t have chosen a better partner to create a unique brand that effectively differentiates us within the wealth management marketplace.”

898 Marketing will continue to as the marketing arm of Vertex Planning Partners with strategic marketing consultation and management. “We are excited about the launch of this great new wealth management brand and are looking forward to seeing what the future holds for Vertex Planning Partners by being a valuable and productive partner along their journey,” said Ryznar.


To see the brand 898 Marketing created for Vertex Planning Partners, CLICK HERE.