Company Overview
The 4FP Agency is a specialized marketing firm based in Portland, Oregon, dedicated to serving financial professionals such as Certified Financial Planners™ (CFPs®), Registered Investment Advisors (RIAs), and wealth managers. Founded by Jake Wagner, a Certified Digital Marketing Professional (CDMP) with deep roots in the financial planning industry, the agency focuses on helping clients attract and retain their ideal clientele through tailored marketing strategies.
Central to 4FP’s approach is the Devoted Client Attraction Method™ (DCAM), a proprietary framework designed to create predictable and high-performing client acquisition systems. This method emphasizes understanding the entire client lifecycle, from initial engagement to long-term relationship cultivation, ensuring that marketing efforts align with the unique needs of financial professionals.
To support these strategies, 4FP offers a suite of services and tools. One of these is 4FP High Level, an all-in-one marketing platform tailored for financial advisors, which features pre-built automations, concierge onboarding, 24/7 support, and AI-driven communication tools.
Another key offering is the Search Titan Suite, a comprehensive SEO and advertising solution. It includes Local Service Ad management, Google PPC ad management, optimization for “Financial Advisor Near Me” searches, and a “Don’t Pay Till You Rank” SEO program, making it easier for advisors to be discovered by local prospects.
Additionally, the agency offers ComConnect File Sync, a compliant file synchronization and backup solution that adheres to FINRA Rule 17a-3 & 17a-4. This ensures that financial professionals can securely store, sync, and restore important data with confidence.
4FP also provides a Learning Center filled with free online lessons and exercises designed to help financial advisors define their ideal client profiles and attract the right prospects. These educational tools include how-to videos, masterclasses, high-level exercises, and programs that qualify for CFP® Continuing Education.
By integrating strategic consulting, advanced software tools, and practical educational resources, The 4FP Agency positions itself as a comprehensive partner for financial professionals looking to grow their practice and optimize their client acquisition efforts.
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Reviews
Daniel Rodriguez
Jake has extensive marketing and computer tech knowledge that paired with his incredible service attitude, makes him a good choice for your firm's marketing needs. He is excellent at nurturing relationships and providing value to the financial planning community.
Patricia Anderson
Jake really knows his stuff when it comes to asset management and so much more. His knowledge of cloud based platforms and file sharing and overall communications within a small to medium size company really is unmatched in my travels. I HIGHLY recommend Mr. Wagner and his company to anyone.
Isabella Taylor
I will first start by saying, I had an idea about social media for my company vs my private media. 4FP, CLEARLY understood the sensitive nature I went about advising my clients, and gave them wonderful support. Greatful to have well thought out individuals. In the game of marketing, everyone has a statement or strategy, I happen to have made the impact I was hoping for, which why hired them. Looking forward to providing more resources for more results.
