Lockshield Partners

Financial Advising & Accounting

the project:

Branding, Web Design, Management

release:

November 2021

A proactive approach to advising and preparing.

Lockshield Partners was the best kept secret in their town of Glasgow, KY. After nearly two decades of being in the financial planning business and not partaking in much marketing or branding, they decided it was time to share their hard work with the rest. Moxie Made worked alongside this tight-knit team of five to not only re-brand their existing business but also manage the introduction of their newest section: Lockshield Partners Accounting Services.

Branding

We started from the ground up with the Lockshield team - taking what they knew and making sure it still made sense with where they were wanting to take their business. Moxie Made created a brand strategy plan to align with Lockshield's new messaging pillars with education sitting at the center of it, positioning them as a Financial Advising and Accounting firm that not only works alongside their clients, but also ensures anyone who is interested has a better understanding of the financial industry as a whole.

With this new strategy, Moxie Made brought in Ada Oliver of Oliver Creative to spearhead the brand design portion of the project. This is a collaborative method Moxie Made loves to implement in projects to ensure we have the right person doing the job depending on the project.

Ada's background in re-brands for small businesses accross Southcentral KY made her exactly right for this project.

Web Design

Once we wrapped up with the branding process, we headed into the implementation phase which included a website re-design. Moxie Made designed an entirely new website set up with blogging at it's core to spearhead the new education piece as well as to be used as a tactic in gaining new potential clients.

Management

After creating the brand strategy, revamping the identity, and building the website, Moxie Made then stayed on as a strategic partner in creating and launching a marketing plan including social media management.

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