Grow your practice with a site clients see themselves in.
Custom websites for RIAs and independent advisors, with SEO, AI visibility, and a partner who stays after launch.
“I spent maybe an hour a week on the project while still feeling completely involved.”
Brad Morgan, CFP®, Beyond Wealth Partners
5.0/5
Average client rating
Finalist
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.
Advisors who've worked with us
Here's what financial advisors say about building a site 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.
Brad Morgan, CFP®
Founder/Managing Partner, Beyond Wealth Partners
I've built websites in the past, and this was the best experience I've had. I was blown away by your attention to detail and amazing insights. Your focus on creating a website that took insights from each of us really stood out to me.
Clint Seefeldt, CFP®
Managing Partner, Mosaic Wealth Advisors
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.
Built for advisors at a turning point
If one of these sounds like you, you're in the right place.
Going independent
Your site needs to look credible and ready before you announce publicly or tell clients privately.
Outgrown your site
Your current site no longer reflects the firm you've become or the clients you want to serve.
Getting exit-ready
You want the next owner to see the full value of what you've built, so you can exit on your terms.
Solo, ensemble, or multiple locations.
What matters is that you're focused on growth, not keeping things as they are.
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.
We don't hand it off and disappear
Most agencies finish a site and move on to the next client. We stay, so as your practice grows, your niche sharpens, or your goals shift, your site and strategy change with you.
Unlimited creativity. No boxed-in code, like FMG.
Straightforward updates.
No navigating custom code, like Webflow.
100% compatibility.
No plugin conflicts, like Wordpress.
Unlimited creativity. No boxed-in themes, like FMG.
Straightforward updates. No managing custom code, like Webflow.
100% compatibility. No plugin conflicts, like WordPress.
As seen in Kitces' Advisor Services Map
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.
What advisors tell us before we start
Many advisors comes to us stuck on one of these.
Unlimited creativity. No boxed-in themes, like FMG.
Straightforward updates. No managing custom code, like Webflow.
100% compatibility. No plugin conflicts, like WordPress.
“We don't have time to launch a new site, or the know-how to run it.”
Typical builds take about one hour of your time a week and launch in as little as six weeks, and we stay on after launch so nothing waits on you or breaks.
“We don't want to look like everyone else.”
We start with in-depth discovery around your positioning and goals, not a template gallery, so the site reflects where your practice is going.
“We can't tell if our site leads to booked calls.”
We tie clear next steps to your scheduling and lead tools, and you can see how the site performs and where it can improve.
“We know we should publish, but we don't have time to write.”
Our content system is built around your goals and ideal clients, so you get a steady flow of quality articles without writing them all yourself.
“We want to show up on Google and in AI answers.”
We structure your whole site to be found in search results and in tools like ChatGPT.
No plug-in updates breaking your site at 2 AM.
Everything a custom build should include
Nothing you have to chase down later.
Brand-aligned copy.
Written with SEC and FINRA rules in mind to make compliance review easier.
Found on Google and AI.
our entire site formatted for Google, ChatGPT, and more.
AI Content Assistant.
Original articles at scale, never a shared library used on other firms' sites.
Integrations.
Works with Calendly, HubSpot, Salesforce, Riskalyze, and more.
Performance dashboard.
See what's working and where to improve.
A growth partner who's been inside the industry
Logan Brown has spent over 13 years on growth and marketing strategy, including consulting roles embedded within breakaway firms in LPL Financial's Strategic Wealth Services and advisor recruitment at Independent Financial Group. His work has been named a Finalist at the Wealth Management Industry Awards twice (2026, 2021).
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 same openness you give your clients
Transparent scope
Pages, case studies, and any extra costs are spelled out before you sign.
You own everything
Leave, and you keep a real site, not a blank page.
A clear commitment
An initial term, then straightforward renewals.
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.
Questions you may have
Straight answers about working together.
Unlimited creativity. No boxed-in themes, like FMG.
Straightforward updates. No managing custom code, like Webflow.
100% compatibility. No plugin conflicts, like WordPress.
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.
Unlimited creativity. No boxed-in themes, like FMG.
Straightforward updates. No managing custom code, like Webflow.
100% compatibility. No plugin conflicts, like WordPress.
Let's build the website your practice deserves.
Tell us where you are in your journey and we'll talk about what your site should do for you and your clients.
