WealthSites Recognized as a Finalist at the 2026 Wealth Management Industry Awards

KAILUA-KONA, Hawai'i (July 8, 2026) — WealthSites, a website design and digital growth agency exclusively serving independent financial advisors and RIAs, has been recognized as a finalist in the 2026 Wealth Management Industry Awards, widely known throughout the industry as the “Wealthies.” WealthSites was one of three finalists in the Client Digital Campaign of the Year category, under the Marketing/PR Firms division, for its work launching the digital presence of Beyond Wealth Partners, a four-advisor practice specializing in retirement planning for Procter & Gamble employees.

Beyond Wealth Partners operates independently on the Savvy Advisors platform, but prior to the engagement, the firm had no digital identity distinct from Savvy itself — a source of ongoing confusion for prospective clients trying to understand who they'd actually be working with. WealthSites was engaged to solve three problems at once: eliminate that brand ambiguity, establish Beyond Wealth Partners as the recognizable digital authority for P&G retirement planning, and build a digital experience polished enough to do part of the qualifying work before a prospect ever picked up the phone.

The resulting website, which launched in February 2026, was built entirely around the firm's niche. WealthSites developed dedicated content hubs for P&G retirement planning and fee-only financial planning services, rewrote advisor biographies to lead with each advisor's specific P&G-adjacent expertise, and migrated roughly 30 prior newsletters and LinkedIn posts — dating back eight months — into a structured content library. The site launched with 45 indexed pages, giving Google an immediate signal of topical depth and authority in a category most competing advisor sites don't even attempt to own.

“Most advisor websites are interchangeable. Same stock photography, same three value props, same generic story,” said Logan Brown, founder of WealthSites. “Brad and his team spent years becoming a trusted resource for P&G employees navigating one of the biggest financial decisions of their lives. Our job was simply to make sure the internet reflected that. Being recognized as a finalist for this work means so much... not for just us, but for what it says is possible for independent advisors who are willing to get specific.”

Now in its 12th year, the Wealth Management Industry Awards were established to recognize the year's best business initiatives across the wealth management ecosystem — from broker/dealers, custodians and asset managers to technology firms, professional service providers and the advisors themselves. The program, administered by WealthManagement.com and Informa, has grown from 350 nominations in its inaugural year to a record 1,392 nominations submitted by 508 unique companies in 2026, spanning 107 categories. Only about a third of submissions advance to finalist status, as determined by a panel of independent judges with deep experience across the industry.

The 2026 finalist class includes 315 unique companies, alongside a number of organizations widely recognized across the wealth management landscape, including Fidelity Investments, Morningstar, Envestnet, eMoney Advisor, Dynasty Financial Partners, AssetMark, J.P. Morgan Wealth Management, TIAA Wealth Management and New York Life Investment Management. Eight companies — AssetMark, Axtella, Dynasty Financial Partners, eMoney Advisor, Envestnet, Fidelity Investments, Morningstar and Orion — have been named finalists every year since the program's founding in 2015, underscoring the caliber of company WealthSites now stands alongside.

WealthSites is a website design and growth strategy agency built exclusively for independent financial advisors and wealth management firms. Founded by Logan Brown, a former marketing consultant for breakaway advisors with LPL Financial's Strategic Wealth Division, WealthSites exists at the intersection of digital strategy, niche positioning and compliance-aware design — helping advisory practices of every size compete for attention and trust in an increasingly crowded, increasingly digital-first industry. The firm's work spans full website builds, SEO, AEO, content strategy, and lead-generation infrastructure for RIAs, independent broker/dealer-affiliated advisors and hybrid practices across the country. WealthSites is based in Kailua-Kona, Hawaii, and operates fully remote. Learn more at wealthsites.io.

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Logan Brown is the founder of WealthSites, where he builds websites and marketing systems exclusively for independent financial advisors and RIAs. After 13+ years in marketing, including nearly seven years working inside the broker-dealer channel at Independent Financial Group and LPL Financial, he started WealthSites to focus on the one thing he'd spent a decade learning: what actually earns a prospective client's trust before they ever pick up the phone. His work on the Beyond Wealth Partners campaign was a Wealthies finalist for Client Digital Campaign of the Year. He holds a B.S. from Indiana University's Kelley School of Business.

Outside of work, Logan is based on the Big Island of Hawaii, where he's usually found working on woodworking projects, growing pineapples and mangoes in his garden, and traveling with his wife and son.