We’ve got big and exciting news to share with you. As some of you recall, we’ve had the pleasure of adding two more members at the end of 2023 to the team, Shawn and Austin, as well as moving to a larger office to accommodate all these changes in 2024.
After some reflection on the business following these changes, we’re excited to announce our rebrand to Era Financial Advisors. The new name takes inspiration from the fact that we help clients through every era of life, whether they are changing careers, starting a family, or retiring.
Embracing Intentional Growth
Shannon, Era Financial Advisors’ owner, has always been very intentional with this business, and that is even true with the rebrand and company growth. It has all occurred very naturally. Some firms scale fast, and that is fine if that works for them. With Shannon, however, she has taken a steadier, more intentional path. Her values are very important to her, so that means she wanted to choose the right people, not just more people to provide financial guidance to her clients. Shannon wanted a team that was built on mutual trust.
That is why Shawn and Austin are two great additions for the team. Shawn recently passed his licensing in January and he now holds the title of Associate Financial Advisor. Since he has started at the ground level, he understands the clients, process, and pace of the company. His background in corporate mirrors that of Shannon, so he also knows how to create big impacts with personalized attention.
Shannon feels confident that Austin, who has recently graduated from IUP with a degree in finance and economy and recently completed his licensing as well, will end up on a similar level since he is starting at the same place. With his dedication and work ethic, as well as his entrepreneurial spirit, we know he will succeed in this path as well.
Showcasing Professional Approachability
When it comes to the updated logo, the main icon of the brand is the same. The symbolism of holistic, intentional, and down to earth financial planning still applies, but the updated font is unique and modern to represent how we have an approachable yet professional approach to financial advising. Think of Era as the friend who works hard but plays harder. Era isn’t here to judge or make you feel like you need to invest in the latest and greatest tech to succeed; Era is here to meet you where you’re at and help you feel confident in your finances, both in the present and for whatever is to come.
A Bright Future Ahead
We want to thank anyone who has been on this journey with us so far. We are so excited to see how we continue to grow in the future. Despite all these new and exciting changes, we carry the same core values and wish to help all clients through any era of their lives.
If you’re ready to join us in a season of growth, we’d be happy to meet with you.