Premium Websites for Independent Advisors
Your Website Should
Close Prospects,
Not Slow Them Down
Premium websites for independent advisors who refuse to look like everyone else. Built to grow and convert referrals faster. Designed to last and be maintained without hassle.
As featured in:
Most Advisor Websites Don't Lose Warm Leads—They Just Create Friction Where There Should be Trust
You get a warm referral. The prospect is already 70% there. They Google you as part of their diligence. Then they land on your site.
The Template Trap
FMG Suite & Clones
Your site looks identical to 10,000 other advisors. Same stock photos. Same compliance-speak about "holistic planning." Same feeling of "I didn't care enough to stand out."
When someone visits after a warm intro, there's no spark. No "this is the one" moment. Just caution.
The Custom Trap
One-Off Designers
You paid $15K for a beautiful site. But now every update is another invoice. Want to add a blog post? $150. Change a photo? $100. Your developer takes 3 days to respond.
You're stuck between paying up or letting your site go stale.
Break the cycle. You deserve a premium experience that builds trust on autopilot—without the hourly maintenance trap.
This was the best experience I've had. I was blown away with your attention to detail, amazing insights, and focus on building a website that will grow our business over time.
"I've built websites in the past, but this was the best experience I've had. I was blown away with your attention to detail, amazing insights, and focus on building a website that will grow our business over time. Your focus on creating a website that took insights from each of us really stood out to me, and it was captured in the beauty of the website you built for us. I'm eternally grateful!"
New website
Mosaic Wealth Advisors
The Wealthsites Difference
Premium Quality.
Subscription Simplicity.
We build modern, compliance-approved websites that sound like YOU—then we maintain them so you never have to choose between paying by the hour or letting your site gather dust.
Built to Sound Like You
We write your messaging from scratch. No template language. No generic compliance-speak. Just your voice, your expertise, and your story—crafted to make warm referrals think "this is exactly who I need.
Built to Scale and Last
While other sites break from plugin conflicts, yours stays fast, secure, and stable. No surprise crashes. No emergency calls. Just a website that works every single time someone lands on it.
Maintained with Ease
Every month, you get a set amount of our time for updates—bios, photos, blog posts, SEO, whatever you need. No nitpicky invoices. No runaround. Just a partner who treats your site like it matters.
Your Website Has Four Jobs.
Most Only Do One.
🎯
Turn Prospects Into "Yes" Faster
When a warm prospect lands on your site, they should feel immediate conviction. Your site should accelerate trust, not slow it down.
🤝
Make Clients (and COIs) Proud to Refer
Would your best clients confidently send someone to your website right now? Your site should give them confidence to refer without hesitation.
⭐
Attract the Right Talent
Top advisors and planners want to join firms that look and feel modern. Your website should make them think, "I want to be part of this."
💎
Signal Value to Future Buyers
RIA buyers see a modern, professional site and think "growth opportunity." They see a generic placeholder and think "discount."
Specialized Program
Planning an Exit in the Next 2-4 Years?
The ExitAdvantage Pre-M&A Optimization Program helps late-career advisors maximize their practice valuation through strategic digital positioning and brand equity.
The Problem
Most advisors leave $200K+ on the table because their practice looks "as-is" to buyers. Generic website. No digital brand equity. No strategic positioning. Buyers discount accordingly.
The Solution
We transform your digital presence into a strategic asset that signals growth potential, client loyalty, and brand value—all things buyers pay premiums for.
"I didn't have to choose between a top-tier exit and my clients' well-being. Logan transformed my practice into something buyers truly couldn't resist."
- John Czajkowski, CFP®, MS, Heritage Wealth Managers
From Kickoff to Launch in as Little as 6 Weeks
Strategy Call
We dig into your practice, your ideal clients, and what makes you different. We work with your compliance team from day one.
Design & Build
We design your site, write your copy, and build it on a platform that's fast and secure. You review. We refine.
Compliance Review
We coordinate directly with your compliance team. Most reviews are smooth and quick.
Launch & Beyond
Your site goes live. Then we stick around with monthly maintenance and ongoing support.
Timeline depends on your responsiveness. Clear vision + quick feedback = faster launch. The more back-and-forth or communication delays, the longer it takes. Either way, we're with you until it's right.
Is Wealthsites Right for Your Firm?
We work with independent advisors who value quality and partnership over cheap and transactional.
You're Independent (RIA/IAR)
Your website should accelerate that cycle. You value control and doing things your way. So do we.
You Grow Through Referrals
Your website should accelerate that cycle.
You Value Premium Experiences
You'd rather pay for quality and sleep well than save money and stay frustrated.
You Want a Partner, Not a Vendor
You're looking for someone who stays with you—not a contractor who builds and disappears.
Ready to Stop Blending In?
Book a free strategy call. We'll review your current site, talk through your vision, and show you exactly how Wealthsites works. No pressure. No pitch.
12-month initial commitment. Month-to-month after that. We're here to be your long-term partner.