About Us
Building for the way advisors grow. And how clients feel seen.
Great advisors grow through relationships, reputation, and trust. We build the digital infrastructure that connects all three— and compounds over time.
01
Most advisor websites are built to impress the advisor, not see the client.
Your ideal client isn't focused on your firm's heritage or AUM. They care whether you understand their situation. Everything we build starts from that distinction.
02
Your website is a growth engine and valuation asset, not a marketing expense.
Acquirers and succession partners read your digital presence as a signal of how well-run your practice is. We build with that in mind from day one.
03
Compliance doesn't have to kill creativity. It should encourage your firm to be original.
We know what FINRA Rule 2210 actually says. We build sites your compliance team can approve without neutering what makes them effective.
Why We Exist
Most designers who serve financial advisors don't truly understand them.
Financial advisors who were genuinely exceptional at what they did — deep relationships, rigorous process, real results — had digital presences that said none of it. Generic templates. Stock photos of strangers shaking hands. Copy that could have belonged to anyone.
And the design studios serving them either didn't understand compliance, didn't understand the psychology of a high-net-worth prospect, or were selling the same template to everyone with a different logo on top.
Wealthsites exists to close that gap. We're not a template platform. We're not a generalist agency with a financial services vertical. We're a purpose-built design and growth firm that truly understands the motivations and language of independent RIAs and financial advisors.
Our Clients
We work with advisors at every growth stage.
Breakaway & brand launch
Leaving the wirehouse and building something of your own
IAR to RIA transition
The firm gets a new name — and needs an identity to match
Rebrand or refresh
The firm has evolved and the website needs to catch up
Niche repositioning
Narrowing the focus to own a specific client type online
Pre-M&A exit prep
Digital curb appeal that holds up under buyer due diligence
The Person Behind It
Logan Brown
FOUNDER, WEALTHSITES
I don't believe in templated growth. I've spent over a decade mastering the mechanics of digital growth — from the technical nuances of SEO and web infrastructure to the high-level strategy of brand positioning. My perspective was sharpened inside LPL Financial and IFG home offices, where I directed marketing strategy for independent firms navigating complex transitions.
Today, I combine that 'inside-out' industry knowledge with a practitioner's obsession for detail, ensuring advisors have a digital presence that actually reflects the caliber of their work.
Outside of work, I'm a husband, dad, DIY homeowner, and amateur endurance athlete — which mostly means my weekends are fully accounted for, and I've learned not to start anything I'm not prepared to finish.
SPECIALIZATION
13+ years of multi-disciplinary marketing —
leveraging a broad strategic background to build high-performance websites, SEO, and content systems. I build digital infrastructure designed to scale with a firm's long-term business goals.
INSIDER PERSPECTIVE
Nearly six years inside LPL Financial and IFG Home Offices —
serving as a Senior Marketing Consultant for breakaway practices. I navigate SEC/FINRA Rule 2210 to keep high-growth marketing audit-ready.
CLIENT FOCUS
Independent & Hybrid Advisors —
focusing exclusively on firm owners and breakaway teams.
PHILOSOPHY
You own your equity, digital and otherwise —
everything we build is yours (website, content, and brand) forever — no proprietary lock-ins or held-hostage assets.
Built for moments that matter.
Every engagement starts with a real inflection point — not just "we need a website." That context shapes everything we build.
Let's build the website your practice deserves.
The right starting point is different for every firm. Let's talk about what your website should do and how your clients actually want to feel.
