One of our favorite parts of working with our financial advisors and broker-dealers is the reveal of each new website. It’s so exciting to see the unique personality and perspective of each advisor expressed through a website. Our team takes great pride in working with our clients to create something beautiful that stays true to the advisor and the people they serve.
Without a doubt, every site we create has its own distinct features, but there are some that stand out. To demonstrate that, we’ve compiled a few of the best financial services websites to inspire your own.
1. Financial Freedom Wealth Management Group
Based out of Newport, Oregon the Financial Freedom Wealth Management website focuses on retirement planning services.
Why we love it:
Despite containing a wide variety of resources and pages, the Financial Freedom website is well organized. Special attention to design makes information easy to absorb. This makes the process of learning about and communicating with the firm simple.
“Our website captures the personality of our company, it creates a different experience than other financial advisor websites, and it helps us stand out. FMG Suite not only gives you a great website but also great content you can share via email and social media– and puts it all in one place.” – Julia Carlson, Financial Freedom Wealth Management Group
Check out the site here: Financial Freedom Wealth Management
2. Peabody Wealth Advisors
A financial advisor who wants to form relationships with its clients, Peabody Wealth Advisors is all about customers first.
Why we love it:
Peabody Wealth Advisors is all about their clients and they tell you that right from the start with their homepage. As their clients, you’re like a family and their site consistently reminds you they’re there for you. First off, the amount of resources they supply site visitors with is astounding. Everything is easily accessed from the homepage and navigation bar. Not only that but Peabody makes it easy to get in contact with them. Making use of multiple CTAs it’s not hard to see why they’re on this list.
Check out the site here: Peabody Wealth Advisors
3. RPI Financial Life Planners
The RPI Financial Life Planners website places special emphasis on building relationships with clients.
Why we love it:
One of the best ways to build a relationship with a client, and attract new ones, is to make yourself a resource. For most firms, this comes in the form of a blog. But RPI Financial Life Planners went above and beyond by focusing on video resources on a variety of topics. Best of all, these resources are tied to a call-to-action, giving the site more opportunities to connect with visitors.
Check out the site here: RPI Financial Life Planners
4. Shifting the Culture Wealth Partners
The Shifting the Culture Wealth Partners website seeks to make the benefits of a family office approach more accessible to its primary audience, people of color.
Why we love it:
Typically, the comprehensive wealth strategies of a family office are only offered to the ultra-wealthy. The Shifting the Culture website changes this narrative. By focusing on the specific needs of an audience, the site acts as a great example of how to craft a niche from relatively broad services.
Check out the site here: Shifting the Culture Wealth Partners
5. Empire Wealth Strategies
Empire Wealth Strategies is a great example of a site that leverages other marketing strategies to build its brand.
Why we love it:
Integrating video, blogging, and multiple social media channels, Empire Wealth Strategies places special emphasis on connecting with potential clients, wherever they are. Reaching out to a large audience like this, allows the site to take advantage of its multiple services, attracting a wide range of visitors.
Check out the site here: Empire Wealth Strategies
6. Strategies for Wealth
As a firm with a history dating back to 1934, the Strategies for Wealth site pays special emphasis on the philosophy of wealth building to offer an array of services.
Why we love it:
We love the Strategies for Wealth site because it takes one of the biggest challenges of marketing a firm with a wide range of services, and turns it into its biggest benefit. This is shown throughout the site’s copy which emphasizes a history of personalized planning.
Check out the site here: Strategies for Wealth
7. Marrero Wealth
The Marrero Wealth site utilizes best practices to create an organized and welcoming site while providing clients and visitors with a robust content library.
Why we love it:
The Marrero Wealth site stands out for a variety of reasons, but most of all due to its robust content library. Blogs, videos, market updates, and more are supplied to visitors and clients alike, providing not only SEO benefits to the site, but also positioning it as a strong resource for financial knowledge.
Check out the site here: Marrero Wealth
8. New Lantern Advisors
New Lantern Advisors finds themselves based in Saratoga Springs, NY. They’re all about making the next chapter in your life as relaxing and financially feasible as possible.
Why we love it:
We’re suckers for a homepage that instantly grabs your attention and New Lantern Advisors does just that with its animated background. A wonderful set of videos plays behind a short paragraph that lets you know what they’re all about; helping you “Retire to Your Next Chapter.” Following that is a promise that they will show you how to get there and a CTA to push you to take action. Along with that, their resources page is quite large and offers a variety of content including text and videos.
The site also has a built-in financial dictionary with a glossary page so you won’t ever have to worry about not knowing what something means. It’s an overall simple website but everything it does is planned out and purposeful, helping make it a top 15 website.
Check out the site here: New Lantern Advisors
9. Navis Wealth Advisors
The Navis Wealth Advisors website instantly intrigues with a thought-provoking image of a compass. Asking you if you “Know Your Trajectory” while letting you know it’s their mission to help you find it. Located in Rye Brook, NY, Navis is here to help you navigate life’s milestones.
Why we love it:
The Navis Wealth Advisors site does a good job of keeping its promise of helping clients navigate and find their trajectory. The site makes it simple to traverse pages and find any information that a client would find useful and educational. One of the best additions is the services page which is stylized with another compass that points to each of Navis’ financial services and solutions.
Any site visitor would have no trouble getting to where they need to be, making this a site with real direction.
Check out the site here: Navis Wealth Advisors
10. Beyond Your Exit
The Beyond Your Exit site sets itself apart with its sleek color scheme and design style. The second you open the website you know that they mean business and have the expertise to provide you with professional service.
Why we love it:
To start off, we love the look of the site, it’s simple in design but is so cleanly done you can’t help but admire it. From the logo in the top left to the placement of the navigation bar. You can tell that the website was designed with a certain purpose in mind.
Along with hosting a sleek and elegant design, the site provides visitors with a blog that will help them expand their knowledge of the industry along with a podcast if reading isn’t your thing. Feel free to listen to Tom Poltersdorf talk about different topics involving the financial industry. No matter where you go on this site, you’re sure to learn something new which makes it a wonderful site in our mind.
Check out the site here: Beyond Your Exit
11. Headway Financial Solutions
The first thing that catches our attention on the Headway Financial Solutions site is the personal imagery of advisor Misha Schryer and her team.
Why we love it:
By showing the team in action at their beautiful office, visitors feel instantly connected to this Denver-based firm.
The white spacing and color choices are modern and professional, and the CTAs on the subpages make it easier for visitors to become customers. The robust event calendar and resources make it apparent that this firm is committed to fully serving its clients. By adopting a personal feel, this site attracts new and existing clients alike.
Check out the site here: Headway Financial Solutions
12. Humanitis Financial
When our team built the Humanitis Financial site, there was a huge focus on making the landing page look attractive and eye-catching, which we think worked out very well.
Why we love it:
While the Humanitis Financial site was built quite quickly, nothing was sacrificed in terms of design. We wanted them to stand out as unique so we crafted a lovely website.
The site is slick and boosts an emphasis on ease of access by having the navigation pane always visible allowing for fast page swapping. The easy-to-read text makes it so that site visitors will never have trouble finding their way around giving them a wonderful experience.
Check out the site here: Humanitis Financial
13. Peak Financial Solutions
Using Peak Financial Solution’s logo of a cliff as a jumping-off point, we wanted to create a sense of more under the surface. While navigation seems simple on the surface, if you dive down you’ll find everything you’ll need.
Why we love it:
The simple layout with clean colors ensures that any visitor is visually pleased. Navigation is of the utmost importance so a big emphasis was placed on easy site navigation. Making sure just the right amount of information was given to ensure visitors could find what they need.
The panels near the bottom appeal to current and potential customers, and keep visitors engaged and connected. This streamlined top financial planning website provides all the information clients need in one friendly package.
Check out the site here: Peak Financial Solutions
14. Cabot Wealth Management
The entire Cabot Wealth Management site ensures clients that their experience will always be put first by everyone on the team.
Why we love it:
The first thing visitors will notice when connecting to the site is the lovely carousel showing off important pages and updates. The carousel makes learning about the company and its services simple and efficient.
It’s no wonder that Cabot’s favorite feature of his FMG Suite site is “the flexibility, as well as the ability to easily add content.” It’s great to see how much the team has customized this top financial planning website to make it fit this unique firm.
Check out the site here: Cabot Wealth Management
15. Tahoe Rim Wealth Management
The Tahoe Rim Wealth Management site starts with a bang thanks to the unique modern design and a prominent panning image of Lake Tahoe. The calming scrolling lets visitors know Tahoe has you covered so they can sit back and relax.
Why we love it:
Clear, effective copy emphasizes the client throughout this site, while effective use of brand color in not just CTAs, but images, draws the eye to specific elements on each page.
After working with the FMG Suite team, Tahoe Rim Wealth Management was able to build a stunning website that truly fits their firm’s personality.
Check out the site here: Tahoe Rim Wealth Management
Create a Gorgeous, Traffic-Driving Website
Without a doubt, your website is the most public expression of your brand. It only takes visitors 50 milliseconds to form an opinion – make it count!
