Websites for Financial Advisors
Exceptional advisors deserve excellent online experiences.
WealthSites creates custom websites for RIAs and independent financial advisors who are ready for what comes next.
5.0/5
Average Client Rating
100%
RIA & IAR-focused
Finalist
Digital Campaign of the Year—2026 WMIA
No plug-in updates breaking your site at 2 AM.
Unlimited creativity. No boxed-in themes, like FMG.
Straightforward updates. No managing custom code, like Webflow.
100% compatibility. No plugin conflicts, like WordPress.
The WealthSites Approach
You've found what your digital strategy is missing. (It's us.)
We specialize in helping independent advisors match their online digital identity to the excellent services they provide. Whether you want a new website, brand messaging that inspires your ideal client, or ongoing marketing support, we offer a wide range of services that can be customized to your needs.
Unlimited creativity. No boxed-in themes, like FMG.
Straightforward updates. No managing custom code, like Webflow.
100% compatibility. No plugin conflicts, like WordPress.
No plug-in updates breaking your site at 2 AM.
Unlimited creativity. No boxed-in themes, like FMG.
Straightforward updates. No managing custom code, like Webflow.
100% compatibility. No plugin conflicts, like WordPress.
Fit Check
Who this is for.
We don't shy away from challenges. If one of these sounds like you, you're in the right place.
01 • Breakaway & Firm Launch
You're going independent
Your site needs to be functional, credible, and confidence evoking before you announce publicly, or communicate with clients privately.
02 • Brand Growth
You've outgrown your current site
You've put a lot of time into your site over the years, but it no longer reflects the firm you've become, or the clients you want to advise.
03 • Pre-M&A Exit Prep
You're getting exit-ready
You want whoever takes over next to see the full value of what you've built, so you can be compensated fairly and exit on your terms.
Multiple locations? Ensemble practice? Solo?
The main criteria we look for is that you lead with a growth mindset, not just a desire to maintain the status quo.
No plug-in updates breaking your site at 2 AM.
"We don't have the bandwidth to launch a new website, and we definitely don't have the expertise to run it."
You didn't get into financial planning to manage a website. We did. We handle the website build end-to-end and stay on as your ongoing platform partner, so nothing sits waiting on you and nothing breaks the moment we hand it off.
"We're not sure what we want in our website, but we don't want to look like everyone else."
Many advisor sites start from the same handful of website templates, follow a similar format and content strategy. Besides the logo, they are often indistinguishable from the advisor down the street.
Like personalized financial planning, we start with an in-depth discovery process built around your current positioning and your goals, not a template gallery. We build a site reflects the practice you've built, and more importantly, where you're going.
"We have a website, but we have no idea if it's actually leading to booked calls."
A website that gets traffic but doesn't convert isn't doing its job. And a website that's getting no traffic might else well say "nothing to see here."
We build clear conversion paths that tie directly to your scheduling and lead tools, so visitors have an obvious next step instead of a dead end. Additionally, you can see how your site is performing over time and where it has room to grow.
"We know we should publish content, but it feels pointless if no one ever reads it. We're not looking to spend all of our time writing either."
Most financial planning content out there is either too shallow for anyone to find worth reading, while others are too dense for the average investor to understand. The key is to develop a steady output of high-quality content while making it painless produce. Our content system is built around your business goals and your ideal clients, so you can have your cake and eat it too.
"We want to be show up where prospects are searching—whether it's Google, AI, or something else."
Search has split between traditional results and AI-generated answers, and most advisor website platforms aren't built for either.
By combining intentionality and powerful SEO and AI visibility tools, we structure your site to not only show up where prospects are searching, but lead the conversation as the way people find advisors online evolves.
Challenges our clients faced before working with us.
Many financial advisors come to us after getting slowed down by the same kinds of business challenges.
Here are some of the more common ones we see.
Unlimited creativity. No boxed-in themes, like FMG.
Straightforward updates. No managing custom code, like Webflow.
100% compatibility. No plugin conflicts, like WordPress.
No plug-in updates breaking your site at 2 AM.
Unlimited creativity. No boxed-in themes, like FMG.
Straightforward updates. No managing custom code, like Webflow.
100% compatibility. No plugin conflicts, like WordPress.
Testimonials
What our clients say.
Don't just take our word for it. Here's what financial advisors have to say about their experience with us.
Logan made the process incredibly easy. I spent maybe an hour a week on the project while still feeling completely involved. He is an attentive listener who excels at transforming our vision into reality without needing constant guidance.
No plug-in updates breaking your site at 2 AM.
The Benefit of WealthSites
Build for what comes next, now.
Everything a custom build should include — nothing you have to chase down later.
Brand-aligned copy creation.
SEC/FINRA-aware copywriting meant to streamline compliance review.
SEO & AEO visibility.
Your entire site formatted for Google, ChatGPT, and more.
AI Content Assistant.
100% original articles produced at scale. No distributed content library shared across other firms' sites.
Popular integrations.
Calendly, Hubspot, Riskalyze, and more. Our sites are compatible
Performance dashboard + suggestions.
See what's working and where to improve.
Who's Behind It
A growth partner who's been in the room.
Logan Brown has spent over 13 years informing growth and marketing strategies for small and medium businesses—including nearly six years working directly with elite financial advisor teams inside two of the nation's top independent broker-dealers (LPL Financial, Independent Financial Group).
With expertise in launching advisor brands, SEO, AEO, content marketing, and marketing funnel design, Logan supports RIAs and independent advisors with big goals but need a little help achieving them.
Logan's work has been twice recognized as a Finalist at the Wealth Management Industry Awards (2026, 2021), most recently for developing a website for niche retirement planning firm that gained multiple first-page search results within weeks of launching.
Whether you're launching a new firm, growing past a plateau, or getting ready to maximize the potential of an M&A event, Logan is a genuine partner who's seen what works. And what doesn't.
No plug-in updates breaking your site at 2 AM.
Unlimited creativity. No boxed-in themes, like FMG.
Straightforward updates. No managing custom code, like Webflow.
100% compatibility. No plugin conflicts, like WordPress.
How We Work
What changes when you partner with us.
The same transparency you give your clients, given right back to you.
Transparent scope, defined upfront — pages, case studies, and any overages are spelled out before you sign, not discovered later.
Everything we build is yours, forever — leave, and you keep a real site, not a blank page.
A clear commitment, clearly explained — an initial term, then straightforward renewals. No fine print about what happens after.
No plug-in updates breaking your site at 2 AM.
Unlimited creativity. No boxed-in themes, like FMG.
Straightforward updates. No managing custom code, like Webflow.
100% compatibility. No plugin conflicts, like WordPress.
Frequently Asked Questions
What you may be thinking.
Answers to common questions about working together.
Is WealthSites right for every advisor?
Speaking plainly, no — we're not for everybody, and we'd rather say that up front than waste your time. We work best with independent advisors and RIAs who see their website as a growth engine, not a digital business card that sits there looking nice.
That usually means you have a real niche or a story worth telling, and you're ready to put some investment behind a site that's actually going to bring in clients instead of just existing online.
If you're looking for the cheapest option or something you can set up once and forget about, you'll be happier working with someone else.
Why should advisors consider a custom website?
Templates are built to be standard. Your firm isn't. Templates tend to box you into whatever structure the theme was built around, so as your firm changes, you're stuck redesigning instead of just updating.
When you build custom, the site gets shaped around how you actually talk to clients and how your compliance process actually works, which means you skip the part where you spend three rounds of revisions trying to bend a template into something it was never designed to be. It also means the site can grow with you.
Do I own everything after launch, or am I locked into Wealthsites?
Yes. Fully. The site and every piece of content on it belong to you, permanently. That's true whether you've been with us six months or six years.
If your service agreement ends and you decide to move on, we package everything up for a clean handoff so there's no scramble and nothing held over your head.
How long does it take to see SEO/AEO results?
Most advisors start seeing real movement somewhere between three and six months, though that depends a lot on your market and where your current site is starting from. SEO and AEO just isn't instant by nature. Search engines need time to trust new content and new pages, and that trust builds gradually rather than all at once. To speed up the process, we submit everything directly to be indexed by Google.
What we control is the foundation, and we start building that with you from week one so the compounding works in your favor instead of you waiting around wondering if anything's happening.
Do you work with solo practices, or just multi-advisor or multi-location firms?
We work with advisor firms of all shapes and sizes. Solo, ensemble, institutional...it doesn't matter much to us. What matters is whether you're trying to grow or just trying to keep the lights on.
Solo advisors especially tend to see the biggest jump from a custom site, mostly because there usually isn't another marketing effort competing for the same time and budget. For a one-person firm, the website often ends up doing more of the heavy lifting.
How is AEO different from SEO, and do I need both?
SEO (search engine optimization) is what gets your site found when someone searches Google. AEO (answer engine optimization, sometimes called GEO (generative engine optimization), is what gets your firm mentioned by name when someone asks an AI tool for a recommendation instead of typing a search query. Those are two different things happening in two different places, and prospects are increasingly doing both kinds of searching depending on the moment.
We build for both from day one. It's not something we upsell you into later, it's just part of how we build every site.
No plug-in updates breaking your site at 2 AM.
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Unlimited creativity. No boxed-in themes, like FMG.
Straightforward updates. No managing custom code, like Webflow.
100% compatibility. No plugin conflicts, like WordPress.
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