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Lumos Branding, logo design for financial advisory firm


Lumos Wealth Advisors Rebrand

Financial Advisor Branding & Logo Design — Lumos Financial Advisors

Lumos Financial Advisors came to us with a common challenge: their brand needed to feel more modern and relevant without losing the trust and credibility that appealed to their established client base. As a financial advisory firm guiding clients through complex financial decisions, they needed a visual identity that communicated clarity, confidence, and a clear path forward.

We refreshed the brand with a new logo and visual identity designed to feel sophisticated, approachable, and built for the future. The concept centers on the idea of guidance and direction, creating a simple, memorable mark that reflects the role Lumos plays in helping clients navigate their financial journey.

If your financial advisory firm or small business has outgrown its logo or visual identity, we can help. We create brand refreshes, logo design, and complete brand identities that bring clarity to your story, build credibility with your audience, and give your business a stronger foundation for growth.

Services Provided:
Art Direction 
Brand Identity 
Collateral Design 
Logo Design
Social Media Guidelines
Stationery Design

Website Design Consultation


Branding, stationery and business card design for Lumos financial advisors
Lumos is derived from the Latin word lumen, meaning light, which created the perfect opportunity for typographic play with the “O” in this logo. The cleanliness and simplicity appeals to a slightly younger generation and provided the brand with a memorable mark that feels timeless.

Before and after financial advisory logo rebrandDirect mail for financial advisor firm, postcard in vellum envelope


By mixing the clean sans serif typeface from the logo with a classic serif typeface, we were able to create a brand system that communicates clearly and looks beautiful along the way.

Report design for Lumos Wealth Advisors, modern print and annual report designModern color palette for financial advisor firm, part of financial advisor firm rebrand

 
A new color palette of warm yellow, deep brown and charcoal feels classic and helps them stand apart from all the blues and grays of the financial world.

Brand guidelines book for financial advisor firm

In addition to brand guidelines, we were asked to define social media guidelines and strategy and created a series of illustrations using the “O” from the logo to be used across social channels. The O became repurposed as coins, charts, speech bubbles and checklists. A versatile set of templates was created to ensure the brand’s posts felt cohesive and interesting while communicating useful information.  

Social media strategy for financial advisor or financial planner firmSocial media strategy and design for financial advisor or financial planner firmBusiness card design for Lumos financial advisor, brand identity and brand design for financial plannerMerch design for Lumos financial advisor, brand identity and brand design for financial planner





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McQuade Inc. © 2026


studio@themcquades.com  
insta: @themcquades