Bringing Innovation to Your Mailbox

It all started with an idea, a seed, a plum. With the inception of Plum Direct Marketing, we have transformed a 5 year nursed idea into a thing. Growing up in both the direct mail and financial planning industries, we have been able to experience the ins and outs of the environment. Our history is built on a thirty-year track record of honest business and integrity in dealing with the insurance and investment industries. We’ve learned what it means to “not reinvent the wheel” and why it’s so important. They say you can’t break the rules until you learn how to play the game.

Well we’ve been watching, studying and learning for the past years, and we’re ready to invent our own set of rules. The inception of Plum gave life to the combination of the time-tested foundations of the financial industry with the strong sense of awareness for the changing of times and the innovation needed to stay ahead of the curve. We’re not your average run-of-the-mill cookie cutter Direct Marketing firm. Nowhere else will you find our unparalleled level of expertise married with our industry-breaking sense of ingenuity and innovation in steering tomorrow’s marketing approaches.

It is our goal to continue to serve the needs of our clients in a way that sets us apart from the rest. We’re a 99.9% virtual, financial advisor-owned and run, socially conscious company. We envision a world where every human being has the financial and emotional freedom to live life to the fullest.

Our all-star team is based out of Dartmouth, Massachusetts. We adore our customers, families, pets, innovation, design and most importantly – each other.

We strive to have each person work in their “genius zone” meaning they’re responsible for areas of the business in which they feel they can make the biggest difference. Our mission is to help you kick some major butt and have a damn good time along the way.



What are some of Plum’s guiding philosophies?

  • Everything is figureoutable. No matter what we want to create or make happen, we can figure it out. Google is the world’s best free research assistant and where there is a will- there is a way.
  • Intuition rules. We trust our gut over everything else. We take big risks when it feels right and turn down revenue, opportunities and partnerships that, despite looking great on paper, give us that flash of intuitive doubt.
  • Never create a product or service “just for the money.” The greatest profits (financial, spiritual, emotional) arise from where our deepest passions and our customers’ deepest needs are met. Every program or product we create is because we fully believe in it, it sounds like fun and we know it will make a huge difference in our customers’ lives.
  • Caring is the most powerful marketing strategy there is. We truly, deeply care about our customers and our larger audience. That’s why we strive to deliver 10x the value in everything we do.
  • How can I get in touch with you? The best way is to pick up the phone and give us a call 1-800-992-9663 or if after-hours, you can use our contact form. We’re constantly striving to up our game and we’d love to hear from you.
If there’s anything we can do to improve your experience with us, or you have ideas to share, let us know! Our business hours are M-F, 9am – 5pm est. We strive to respond to emails within 24 business hours.




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