Ray The Designer
Portfolio Showcase

Heritage Financial Services, LLC

Brand Identity Design Portfolio: Heritage Financial Services, LLC
Logo design for a forward-thinking financial advisory firm grounded in trust and personalized service.
Industry:
Financial Services
Approved on:
October  2020
Contribution:
Brand Identity Design

Dearly Mary Photography

Crafted a cohesive brand identity and custom Webflow website for a lifestyle photographer, showcasing her authentic, storytelling photography style and helping her connect with her ideal clients.
Branding
Website Design
Low-Code Development
Membership on Website

Industry

Photography

Release Date

April 2025

Contribution

Branding, Website Design, Low-Code Development, Membership on Website

Website

dearlymary.ca

Dearly Mary Photography

Crafted a cohesive brand identity and custom Webflow website for a lifestyle photographer, showcasing her authentic, storytelling photography style and helping her connect with her ideal clients.
Industry:
Photography
Release Date:
July 2025
Website:
dearlymary.ca

Project Overview

Heritage Financial Services needed a logo that conveyed both credibility and approachability. With a long-standing presence in the industry, their focus on personalized financial guidance inspired a brand identity that felt intelligent, modern, and client-first. The goal was to reflect their experienced yet innovative approach with a timeless visual mark.

Concept & Design Direction

The logo centres on a majestic tree, symbolizing Safe Estate’s three decades of stable growth and legacy building. The visual language draws from nature and heritage, expressing financial maturity while keeping the tone accessible and confident.

The Urbanist typeface was selected to complement the organic form of the tree with modern clarity and professionalism. A deep green palette was chosen to evoke prosperity and trust — qualities that resonate with the target clientele.

Concept & Design Direction

Heritage Financial Services – Concept

The logo concept places human connection at its core. The stylized “H” represents the advisor-client relationship — two sides connected through thoughtful interaction. The design language blends modern professionalism with warmth and clarity, appealing to both traditional and progressive clients. Supporting brand attributes include trust, simplicity, intelligence, and contemporary sophistication.

Concept & Design Direction

The logo centres on a majestic tree, symbolizing Safe Estate’s three decades of stable growth and legacy building. The visual language draws from nature and heritage, expressing financial maturity while keeping the tone accessible and confident.

The Urbanist typeface was selected to complement the organic form of the tree with modern clarity and professionalism. A deep green palette was chosen to evoke prosperity and trust — qualities that resonate with the target clientele.

Concept & Design Direction

The logo centers on a majestic tree, symbolizing Safe Estate’s three decades of stable growth and legacy building. The visual language draws from nature and heritage, expressing financial maturity while keeping the tone accessible and confident.

The Urbanist typeface was selected to complement the organic form of the tree with modern clarity and professionalism. A deep green palette was chosen to evoke prosperity and trust —qualities that resonate with the target clientele.

Primary Logo Lockup

The primary logo features the full Heritage Financial Services name. It is intended for formal brand uses across digital and print materials, ensuring legibility and brand recognition.

Alternative Logo Lockup

The acronym lockup offers a flexible solution for smaller applications or social branding, maintaining consistency while optimizing for space and clarity.

Heritage Financial Services – Colour Palette

Colour Palette

These colours balance freshness and professionalism. The greens express growth, vitality, and trust, while the black grounds the palette with authority.

Typography

Objektiv Mk1 delivers a contemporary, professional tone that aligns with HFS’s identity as both innovative and credible. Its clean geometry adds polish without formality. Paired with Open Sans — a neutral, highly legible body font — the system supports clarity and warmth across brand touchpoints.

Heritage Financial Services – Typography
Heritage Financial Services – Final Thoughts

Final Thoughts

This brand identity captures the dual nature of Heritage Financial Services: client-focused and forward-thinking, rooted in experience yet modern in execution. The final mark is distinctive, meaningful, and adaptable — ready to grow with the company’s evolving future.

Get in Touch and Let’s Collaborate

Feel free to send me a message on LinkedIn using the link below — I’d love to hear from you.

“Ray built my brand from the ground up and brought it to life through a beautifully designed, fully functional website. His attention to detail and creativity are unmatched.”
Mary Ann Pre-Lecitona