For more than 90 years, Flagel Huber Flagel (FHF) has helped clients build and preserve wealth. With offices in Dayton, Cincinnati, and Troy, the firm is grounded in more than just numbers, it’s driven by the aspirations of the people behind them. Every client represents a unique vision, and FHF is driven to help clients turn those visions into reality.
“Our mantra is simple but powerful: Help our clients build and preserve wealth,” says Dave Dirksen, Managing Partner at FHF. “We don’t take a transactional approach. That’s evident in our long-standing client relationships, some of which span more than 50 years.”
A Turning Point: Seeking Strategic Focus
In 2018, as FHF continued to grow and expand across multiple markets, the leadership team recognized the need for a more focused and strategic marketing approach. “With multiple offices, we had a lot of smart people contributing, but it wasn’t coordinated,” Dave explains. “We brought in CMO-OnLoan to help us align our efforts and elevate our brand.”
That decision marked the beginning of a long-term partnership with CMO-OnLoan.
Clarifying and Amplifying the Brand
“When we began working with FHF, it was clear they already had a strong foundation, deep client loyalty, strong retention, and a respected presence,” says Amy Connor of CMO-OnLoan. “FHF had a unique position in the market, distinct from large national firms. We helped them articulate that uniqueness with clear language that emphasized the value of personalized service, regional expertise, and deep client relationships.”
“We also developed an employer brand strategy,” Amy adds. “During the tight talent market of 2021, we helped FHF communicate why they were a great place to work for top-tier talent. Their culture is a true differentiator, and we worked with them to make that more visible.”
Adapting to Evolving Needs
Over time, CMO-OnLoan’s level of support evolved to meet FHF’s changing needs. CMO-OnLoan has served as FHF’s full-service marketing department, supported agency searches, and helped recruit and mentor an internal marketing manager.
“The biggest benefit has been their ability to flex with us,” says Dave. “They’ve scaled up and down seamlessly based on what we needed, from leading everything to supporting our internal team. That adaptability has been invaluable.”
Building for the Future
Today, FHF has a clear brand identity, strategic marketing systems, and a growing internal marketing capability. “We have weekly, monthly, quarterly, and annual marketing processes in place,” Dave says. “We’ve built a foundation that allows us to focus on growth while staying true to who we are.”
For both teams, the collaboration has been more than just productive.
“It’s been such an honor to walk alongside FHF,” Amy says. “The way they serve their clients, their communities, and each other, it’s inspiring. We’ve learned so much from them about what it means to build a truly values-driven business.”
Dave agrees. “They get it. You can talk to them about business philosophy or the latest shift in the market, and they just understand. They’re not outsiders, they feel like an extension of our team.”
The journey continues, grounded in mutual respect and a shared commitment to purposeful growth.
Learn more about Flagel Huber Flagel at https://fhf-cpa.com/.