For businesses that look after their clients

Client Appreciation Gifts for Financial Advisors

Your clients trust you with their future. A personalized coffee box is a warm, understated way to say thank you, and it is modest enough to sit comfortably within most firms' gift policies.

Design your client gift

From $27.99 a box, delivered. No minimum order.

Personal, not promotional

Their name on the front, your logo and message on the back. Type {name} once and every box gets its own name.

You send a list, we do the rest

Paste names and addresses straight from a spreadsheet. We print, roast and ship each box to its own door.

A gift they use every day

12 oz of specialty coffee, whole bean or ground, roasted after you order. Your name stays on their counter for weeks.

Why coffee works for advisors

High-net-worth clients have everything, so the gift has to feel personal rather than expensive. Their name on the box and a handwritten-style note on the back does exactly that, while your firm stays on their kitchen counter for weeks.

Message ideas

Front: Thank You, {name}. Back: It's a privilege to help you plan for what matters most.
Front: Here's to the Next Chapter. Back: for new retirees, with a note from your team.
Front: Happy Holidays. Back: Grateful for your trust this year. [Firm]

When to send one

After onboarding a new client
After an annual review
At retirement milestones
As a holiday gift to your client list

Questions advisors ask

Will this fit my compliance gift limits?

Each box costs $24.99 to $27.99 delivered. Gift rules vary by firm and regulator, so check your compliance team's policy, and keep a record of who received a gift.

Can the gift be understated rather than salesy?

Yes. Many advisors put only the client's name on the front and a short thank-you on the back, with a small logo.

Can I get a list of what was sent?

Yes. Your order confirmation lists every recipient, and you receive a tracking email for each box.

Made for the moments that matter

Closing & new home gifts
New client welcomes
Thank-yous & referral rewards
Renewals & anniversaries
Holiday gifts for your client list
Patient & customer care

Simple pricing, delivery included

Boxes per order	Price per box
1 to 9	$27.99
10 to 24	$26.49
25 or more	$24.99

Includes printing, fresh coffee and tracked US delivery to each address. A single retail box sent to one address costs $29.49. Need 50+ or a custom design? Email howdy@customcoffee.co.

Client gift ideas by profession

How it works

Design once. Pick a design or start from a plain box, add your logo, and write your message with {name} where their name goes.
Add your list. Type or paste each name and address. Add a note if it should arrive after a certain date.
Check out. One payment for the whole list. Each box ships separately, usually within 5 to 9 business days, and we email you tracking for each one.