Olio

Opaque financial planning to a brand that puts people first

Andrew Miller started his career as an engineer, contributing to a 401(k) he didn't fully trust. Over time, he watched mismanaged financial advice leave people disempowered — and decided to do something about it. He learned the craft from a seasoned planner, eventually took over the practice when his mentor retired, and launched Olio on a simple conviction: financial planning should be clear, empowering, and deeply human.

Define

Olio needed a brand that matched its approach — modern and transparent, without the cold authority that defines most of the industry. We worked closely with Andrew to articulate what set him apart: not just technical expertise, but a genuine belief that every client deserves to understand their own financial life. That belief shaped everything.

Design

We streamlined the logo, elevated the color palette, and introduced an illustration style rooted in personal, everyday financial moments — the kind that warm up the category and cut through the sea of sameness in financial services. The brand voice followed the same logic: smart, realistic, and supportive, offering guidance without jargon and optimism without naïveté. Olio isn't positioned as the hero of the story. The client is.

Deliver

The result is a brand that does what most financial firms won't — it makes people feel like insiders rather than outsiders. Olio proves that transparency isn't just a value worth having. In this industry, it's a competitive advantage.

Additional credits

Illustrations by Chris Jakcson

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