WealthSites Recognized as a Finalist at the 2026 Wealth Management Industry Awards
Boutique agency for independent financial advisors recognized in the Client Digital Campaign of the Year category for its work with Beyond Wealth Partners.
KAILUA-KONA, Hawaii — July 8, 2026 — WealthSites, a website design and digital growth agency built exclusively for independent financial advisors and RIAs, today announced it has been named a finalist in the 2026 Wealth Management Industry Awards, widely known throughout the industry as the “Wealthies.” WealthSites was recognized 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.
The finalist announcement places Wealthsites among a select group of companies recognized this year by WealthManagement.com and its parent company, Informa, for initiatives that advance the wealth management industry and help firms deliver better outcomes for their clients and the advisors who serve them.
The Campaign: Building a Niche Practice's Digital Identity
WealthSites' nomination centers on its work with Beyond Wealth Partners, a Cincinnati-based advisory practice led by Brad Morgan, CFP®, founder and managing partner, alongside three additional CFP®-credentialed advisors, one of whom is also a CPA. Roughly 90 to 95 percent of the firm's client base consists of current and former Procter & Gamble employees navigating retirement, with the remainder made up of high-net-worth individual clients.
Beyond Wealth Partners operates independently on the Savvy Advisors platform, but prior to the engagement, the firm had no digital identity distinct from Savvy Wealth 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 February 20, 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.
The brand system also reflected the personalities behind the practice: Brad Morgan is a competitive cyclist and outdoorsman, and that identity carries through the site's imagery and tone. A dedicated community-impact section highlights more than 16 nonprofits and youth sports organizations — including several youth cycling clubs — supported by Morgan and his team, reinforcing the firm's ties to the communities it serves.
Results
Six weeks after launch, beyondwealth-partners.com ranked on page one of Google for seven high-intent niche search terms tied directly to the firm's specialty, including top-five placement for “P&G retirement specialist” and “P&G retirement planning specialist,” and a #2 ranking for “P&G retirement case study.” Early traffic was led by direct visits, and organic social, with organic search climbing steadily as the site's domain authority builds.
Morgan has reported that the new site now actively supports his business development conversations — prospects arrive at discovery calls already understanding the firm's specialization, a shift from the prior digital presence that did little to differentiate the practice from a generic advisor template.
“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 the go-to 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, in a category this competitive, means a lot — not for us, but for what it says is possible for independent advisors who are willing to get specific.”
About the Wealth Management Industry Awards
Now in its 12th year, the Wealth Management Industry Awards were established in 2015 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.
“The scale and quality of this year's nominations reflect an industry that continues to evolve at an extraordinary pace,” said David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa, and chair of the awards' judging panel. “What stood out to our judges was not only product innovation but also the growing sophistication in how firms help advisors operate, communicate, personalize advice and build sustainable businesses.”
Winners across all categories will be announced at the Wealth Management Industry Awards gala on September 10, 2026, at Cipriani 42nd Street in New York City.
About WealthSites
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 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 and 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.
About Beyond Wealth Partners
Beyond Wealth Partners is an independent advisory practice specializing in retirement planning for Procter & Gamble employees and retirees, alongside a broader base of high-net-worth clients. Led by founder and former P&G engineer Brad Morgan, CFP®, the firm operates on the Savvy Advisors platform. Learn more at
beyondwealth-partners.com.
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