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The 15 Best Financial Advisor Websites

General Marketing, Success Stories 0 Comments

One of our favorite aspects of working with our financial advisors and broker-dealers is the reveal of each new website. It’s so exciting to see how the unique personality and perspective of each advisor results in a website that’s unlike any other. 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.

Though every site we create has its own distinct features, there are some that truly stand out. We’ve compiled a few of the best financial services websites to inspire you to take a new look at your own site.

View Our List of Best-Designed Websites for Financial Advisors

Potomac Financial Consultants

Potomac Financial Consultants, located in Germantown, Maryland, has built a site that is fully customized and speaks to their main client base, women and families. The simplified navigation bar makes it easy for visitors to find what they’re looking for, and it perfectly merges professionalism with approachability, which is why it is one of the best financial services websites.

“Clients seem to love it,” said owner Michelle Bender. “It’s easier to navigate than our old website and has a more streamlined – but still complete – feel to it.”

best financial advisor website potomac financial

Heritage Financial Advisors

Heritage’s website instantly stuns with a gorgeous image of a lake in Minnesota, where they are located. We love that they’ve included a definition of “heritage” in the first section, to emphasize their commitment to the name and approach.

The Resource Center and Tools options provide a robust catalog of content for their clients, so any visitor can feel confident in the firm’s expertise. They also used their own personal images throughout the site, providing a sense of connection to their advisor, Larry Donna. Their site uses an excellent combination of personalization and professionalism, which is why it’s a top financial planning website.

top financial services websites heritage financial

SA Piggush

Our designers worked with advisor Scott Piggush in Illinois to take his unique color scheme and personal imagery and create something beautiful. They completely customized the Ravenna template into a unique site that caters specifically to the goals of the firm.

Scott is thrilled by the finished product, explaining, “We’ve seen positive results in our website’s ability for clients and prospects to stay engaged to our site when they read the articles and newsletters we’ve included.” After a quick perusal of the site, it’s easy to see why their clients love it, and why we’ve named it a top financial services financial advisor websites SA piggush

Headway Financial Solutions

The first thing that catches our attention on the Headway Financial Solutions is the personal photoshoot imagery used throughout the site of advisor Misha Schryer and her team. It shows them in action at their beautiful office, allowing any visitor to 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 their clients. This top financial services website feels personal, attracting new and existing clients alike.

best financial services websites Headway financial solutions

Family Capital Management

Cheri Lytikainen and Family Capital Management worked with our team to build a site that emphasizes their history and personal service they provide every client. By using pre-designed pages, the site came together extremely quickly, while still feeling unique.

Lytikainen says they have received great positive feedback from their clients regarding their new financial advisor website. “We’ve seen an increase in social media-driven visits, as well as overall increased visibility on the web,” she explained. It’s always great to hear that a redesigned FMG website is effective for our clients!

top financial services website family capital management

Sage Beacon

By combining their lighthouse logo with nautical imagery, Sage Beacon has created a distinct website that sets them apart from their competitors. The offset geometric shapes draw your eye down the page and provide a unique casualness to the site, while still feeling trustworthy.

The videos on the bottom appeal both to current customers as well as potential clients, and keep visitors engaged and connected. This streamlined top financial planning website provides all the information clients need in one friendly package.

top financial services websites sage beacon

Trible Financial

The first headline on this site is “Let’s Talk About Your Story,” which makes clients feel welcome, trusting that their individual needs are important to this advisor. In fact, the entire site ensures clients that their experience will always be put first by advisor Bryan Trible. His bio is extremely personal, and you walk away feeling like you know him and what his business stands for.

It’s no wonder that Trible’s favorite feature of his FMG site is “the flexibility, as well as the ability to easily add content.” It’s great to see how much he and his team have customized this top financial planning website to make it fit this unique firm.

top financial services websites trible financial company

EF Financial

This top financial advisor website starts with a bang thanks to the unique modern design and a prominent image of the firm’s two leaders. It’s no wonder their main client base is young women, who likely feel drawn to the yellow and grey color scheme and young and fresh feel.

After working with the FMG team, EF Financial was able to build a stunning website that truly fits their firm’s personality.

best financial advisor website design ef financial

Lion’s Bridge Financial

Lion’s Bridge offers a comprehensive catalog of services and caters to a variety of clients, including professional athletes and family leaders. Yet they have done the impossible by creating a site that feels organized and focused, while still appealing to each of their unique client bases.

President and Wealth Advisor Jayne Di Vincenzo said “We continually get compliments on the content, depth of our site and ‘how nice it is,’” and we agree!

Strategies for Wealth

Impressively, this 85-year-old firm feels modern and professional with a responsive website that uses the Berryessa template. The navy and blue color scheme provides solid branding throughout the site, and it stands up to their respected age and presence.

We also love that the about page uses original videos, an “In the News” section profiling their media appearances, and a showcase of their community involvement. It shows site visitors that this is a firm that is committed to serving their clients and their community and has done so for decades.

Lumena Financial Strategies

Located in San Diego, the Lumena financial advisor website features the stunning backdrops of this coastal city. We find their “Who We Serve” page particularly noteworthy, as it breaks down the different client groups and what they might be looking for in an advisor.

They have been thrilled by their new site, and explained, “Our clients have better access to a wealth of information at their fingertips, including access to helpful links, articles, and tools.” We’re so glad to hear that the FMG resources have been beneficial to Lumena and their clients.


Moneyweave makes great use of white space while integrating their green and blue color scheme. The quantity and quality of blog content that advisor Mary Quist-Newins has included is also impressive, and adds to her credibility and professionalism.

The site includes high-quality, professional photos of Quist-Newins at work, as well as great headshots of her team. The entire site is calming and personable, providing visitors with a sense of trust in their advisor.

Indigo Wealth

Indigo Wealth uses a number of beautiful photos showcasing their surroundings in Oregon and Washington to instill a local feel to the site. The homepage includes many quizzes and resources for their clients, providing necessary information to both new and returning visitors.

“Without question, our clients and prospects are much more connected to financial information and ideas,” said President and advisor Michael Colvin. Their comprehensive offerings of ebooks and blogs give even the newest investor a crash-course in the financial world.

Morr Financial Group

From the very start, Morr Financial Group makes their personality and mission clear, with a headline that reads “Let us plan your retirement, so you can plan on enjoying the beach.” It instantly puts visitors at ease, and one can tell this is a firm that cares about its clients and understands their priorities.

Other beachfront images make their location in Maryland apparent, so local customers know they’re working with someone in their same community. We love that this financial advisor website is unique yet still professional.

Success Wealth Management

Inspired by the eagle in their logo, the homepage features a large image of the bird of prey, setting this site apart from their competitors. The dark colors are strong and effective, and Success Wealth Management’s site provides a sense of credibility and honesty.

Advisor Jorge Blanco has received great feedback on his site, explaining, “Clients and, even prospects, have mentioned that my website looks extremely professional when compared to others they had seen in their search for an advisor. I did get one client from someone who just googled advisors in the area and select me based on my website.” Browse his site for yourself, and you’ll agree that it is impressively impactful.

Let’s Transform Your Advisor Website

When you work with FMG suite, you’re able to build a customized financial advisor website that promotes your unique firm’s mission and client base. Whether you’re looking to locate new customers or stay connected to current clients, our platform can help you do it.

Request a demo today to explore our website options and other marketing tools.

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