Financial advisor web design services
Financial Advisor Web Design That Turns Visitors Into Clients
White Peak offers financial advisor web design for independent advisors, planners and wealth management firms. Your website helps potential clients understand how you work, trust your advice and book an intro call. Every site includes copywriting and is built for Google and AI search.
Services
A page for each one
Retirement, tax, investment and estate planning each get a page written for your ideal clients.
Copywriting
Included with every site
Our writers turn complex financial topics into plain language prospects can follow.
Custom design
Unlimited design revisions
Pick from three homepage concepts, and we refine your choice until you sign off.
Ownership
Your site, your domain
You own your website, domain and content, with full access and training.
Already have an advisor website and need more prospects from Google?
Awards for our digital marketing agency
Why White Peak
A financial advisor web design company built by business owners
We’ve spent more than 55 years, combined, starting and growing businesses that have served more than 800 million internet users. Like you, we know what it takes to win a client’s trust. We design your advisory website to bring in qualified leads, not to win design awards.
Earn trust early
Real advisor photos, credentials and a clear explanation of how you’re paid tell prospects who they’re dealing with.
Make the first meeting easy
A short form, online booking and a clear next step on every page turn a curious visitor into an intro call.
Get found
Every advisor website is built for Google and AI search, so people find you when they look for financial help.
Only specialists work on your website. Each person on our team specializes in one part: art direction, user experience (UX) design, web design, copywriting, development or search engine optimization (SEO).
Search-ready
Financial advisor websites built for Google and AI search
Prospects now ask ChatGPT, Gemini and Google’s AI Overviews how to find a financial planner they can trust. We structure every advisor website so search engines and AI tools understand your services, your location and who you help.
Clear Site Structure
Each planning service and client type gets its own page, linked from simple navigation, so Google knows what your firm offers.
Answers AI Tools Can Cite
Our writers answer the financial challenges your target audience asks about, in short, plain sections that AI tools can pull into answers.
Financial Services Schema
Structured data tells search engines your firm’s name, advisors, services, office address and hours.
Fast Pages on Every Phone
Many prospects first read about you on a phone after a referral. Lean code keeps every page quick to load.
Keep the Rankings You've Earned
Moving from an old advisor site? We carry over redirects, page titles and descriptions so your search traffic follows you.
Optional upgrade
Add local SEO to reach more prospects
Your new website is ready to rank. A local SEO campaign puts your firm in Google Maps, local results and AI answers, including:
- Google Business Profile, reviews and 20+ local listings
- Entity work, schema and content for AI answers
What sets us apart
How our financial advisor web design creates more value
Prospects often compare three or four advisors before they reach out. Your site has to explain your value proposition, show your experience and make the next step simple. Here’s how our website design for financial advisors handles each part.
Custom advisor design, never a template
A generic website makes firms in the financial industry look the same. We design your site from scratch around your brand, your ideal clients and the way you plan. You choose from three homepage concepts. Then we revise your pick, with unlimited design revisions, until you approve it.
Designed to turn visitors into booked meetings
Each page leads to one step: book an intro call or request a meeting. Clear buttons, client testimonials where your rules allow, and a short form make it easy. Every form emails you the prospect and saves it on your site.
Copywriting included, written for your clients
Most advisor website vendors hand you a content library or a blank page. We write your pages, about 650 words each, from your input and our research. You and your compliance team review it, and we revise until you approve.
Easy to read on a phone, easy for your team to edit
We design for phones first, then tablets and desktops, and test them all. A visual editor lets your team update bios, articles and market commentary without code.
Every call and form tracked from launch day
We set up Google Analytics 4 and conversion tracking before launch. You see website traffic, website performance and which pages bring in meeting requests. We can also send new leads straight into your CRM.
How it works
How our financial advisor website design process works
Every advisor website follows the same tested design process, with your sign-off at each stage. Here’s the path from our first call to launch day.
Discovery and site plan
We learn your services, ideal clients, fee model and competitors. Then we map your pages and navigation bar, from planning services to advisor bios.
Copy and design concepts
Our writers draft your copy while our designers create three homepage concepts. You pick one, and we refine it with you.
Compliance review and build
You send the copy through your compliance review. Our developers build the site, forms and tracking, then test them on every device.
Launch and grow
We launch, then check forms, booking and tracking. For 30 days after launch, we fix any bug in what we built, free.
Most websites launch in 2 to 6 weeks, plus the time your compliance review takes. Projects are usually billed 50% to start and 50% at launch. You can also start with 33% down and pay the rest over 12 months when you subscribe to our Optimize website maintenance plan.
Built for financial advisors
What a financial advisor website needs
People choose a financial advisor carefully, because an advisory relationship can last decades. They want to know who you serve, how you get paid and whether you’re a fit before they share anything personal. Here’s what we build into every financial advisor website.
Planning Service Pages
A page for retirement, tax, investment and estate planning, the core of your financial planning work. Each page explains the service in plain words and ends with a way to book a meeting.
Advisor Bios and Credentials
Photos, designations like CFP®, experience and the clients each advisor serves. Prospects want to meet the person behind the plan.
Clear Fee and Fiduciary Pages
A plain-language page on how you're paid and whether you act as a fiduciary. A transparent approach to fees builds trust early.
Online Meeting Booking
A booking calendar for intro calls and reviews, linked to your schedule. Prospects pick a time without phone tag.
Client Portal Logins
A clear login button for your planning and account portals. Current clients find it in one click from any page.
Disclosures in the Right Places
Form ADV links, BrokerCheck links and footer disclosures placed where your rules call for them. Your compliance team approves every one.
Find out what's holding your wealth management website back
Book a free consultation. We’ll review your current website, your services and the advisors you compete with. Then we’ll share best practices, tell you plainly what we’d change and what it would cost.
Ginger Easley, Google review
What every financial advisor website includes
Every financial advisor website project includes the work below, handled by specialists in strategy, design, copy, development and SEO.
Strategy and Site Plan
We study your practice, ideal clients and competing advisory firms. Then we plan your service pages, advisor bios and the path to a first meeting.
Three Design Concepts
Our designers create three homepage concepts in your brand colors. You choose one, and we revise it with unlimited design revisions until you approve it.
Financial Copywriting
Our copywriters write every page, about 650 words each, in plain language. Your compliance team reviews every claim before launch.
Planning Service Pages
Each service, from retirement income to tax planning, gets its own page built around the questions prospects ask.
Advisor Profiles
Bio pages with photos, designations and experience, so prospects meet your team before the first call.
Mobile-First Design
Every page is designed for phones first. The booking button and phone number stay easy to tap.
Meeting Request Forms
A short form on every page that emails you the prospect and saves it on your site. Fields stay limited to what you need for a first call.
Search-Ready Build
Clean site structure, title tags, meta descriptions, schema markup and optimized images give your site a strong start in search.
Analytics and Tracking
We install Google Analytics 4 and conversion tracking, so you see which pages bring in meeting requests.
Testing, Training and Fixes
We test every page and form on major browsers and devices. You get full admin access, training and 30 days of free fixes after launch.
Financial advisor websites for every kind of advisory firm
Solo planners and multi-advisor firms attract clients in different ways. Pick the practice closest to yours, and we’ll shape your website around it. Not a financial advisor? See our web design services.
Fee-Only Financial Planner Websites
Prospects want to know your fees and your process. Your site should explain both and make booking a first meeting easy.
Planning Made Clear
Pages that walk through your planning process step by step.
Book an Intro Call
A booking calendar tied to your schedule on every page.
Fees in Plain Words
A fee page with links to your Form ADV.
Wealth Management Firm Websites
Larger firms serve families and family business owners. Your site should show the whole team of wealth advisors and serve current clients well.
Meet the Whole Team
Bio pages for every advisor, planner and support staff member.
Client Portal Access
Clear login buttons for planning and account portals.
Resource Center
Market commentary and downloadable guides that showcase your expertise.
Retirement and Insurance Advisor Websites
Pre-retirees want calm, clear answers about their financial future. Your site should explain your options and invite them to a review.
BrokerCheck Links Built In
Links placed where FINRA rules require them for registered reps.
Seminar and Webinar Signups
Event pages with registration forms that feed your CRM.
Easy to Call
Click-to-call on every page for prospects who prefer to talk.
Software and integrations
Financial advisor software we connect to your website
Your website should work with the tools your practice already runs on. Every site comes with Google Analytics 4 and conversion tracking. Then we connect your CRM, booking calendar, risk questionnaire and client portals, so new prospects land where your team works. These are some of the most common financial advisor tools, and we're not limited to them.
SalesforceCRM and web-to-lead forms
HubSpotCRM and email marketing
CalendlyIntro call booking
NitrogenRisk questionnaire for prospects
RightCapitalPlanning sign-up links
eMoneyClient portal login
SmarshWebsite archiving
MailchimpClient newsletters
ZoomVirtual client meetings
Google ReviewsReviews on your site
Gravity FormsMeeting request forms
WeglotMultilingual pages
Google Analytics 4Included
Included with every website. We set up conversion tracking before launch, so you see which pages and sources bring in calls and meeting requests.
These are some of the most common financial advisor tools we set up, not the full list. Use a different CRM or planning software, or need a custom integration? Ask us, and we'll confirm it works with your site and quote it. Advanced forms, live chat, online booking and CRM connections have a set price in our price estimate. Software subscription fees are billed by each company.
SEC and FINRA advertising rules, handled with care
An advisor website counts as advertising. The SEC Marketing Rule sets conditions for testimonials and performance, and advisers must keep copies of their ads. FINRA Rule 2210 requires a BrokerCheck link on member firm websites. We place disclosures, BrokerCheck links and archiving tools where your rules call for them, and your compliance team approves every page before launch.
What our clients say about White Peak
Ownership
You own your website
Your website, domain and content stay yours from launch day on.
You get full admin access and training at launch. Update the site yourself or ask us to, and if you ever move on, your website goes with you.
Your website is just the start
Here’s what comes with every White Peak financial advisor website.
Copywriting for every page
Included
Three homepage concepts and unlimited design revisions
Included
30 days of post-launch fixes
Included
Free SSL and site migration when we host
$0 setup
Host your new site with White Peak, and we set up SSL and move your site to your domain at no extra cost.
Website price estimate
What will your financial advisor website cost?
Answer a few quick questions to see a price range for your new advisor website. We'll email you a copy, with no obligation.
After launch
Love Your Site™ maintenance keeps your advisor website fast and secure
An advisor website needs steady care after launch. Plugins need updates, threats need blocking, and disclosures change. Our Love Your Site™ maintenance plans handle the upkeep, so your team can stay focused on clients.
Weekly Updates
WordPress core, theme and plugin updates, every week.
Unlimited Bug Fixes
Something breaks? We fix it at no extra cost.
Changes on Request
Every plan includes monthly time for edits, like new advisor bios or updated disclosures.
Backups and Security
Daily cloud backups, malware scanning and real-time threat detection.
See every feature in Love Your Site maintenance.
Care plans
Three Love Your Site plans for your advisor website
Keep your WordPress site fast, secure and current after launch. In your free consultation, we’ll recommend the plan that fits your practice and give you a clear price.
Maintain
Our core plan for WordPress websites.
- Weekly WordPress core, theme and plugin updates
- Unlimited bug fixes
- 60 minutes of website changes a month
- Daily cloud backups and malware scanning
- Real-time threat detection
Optimize
Faster pages, with hosting included.
- Everything in Maintain
- 90 minutes of website changes a month
- Quarterly website speed optimization
- Scale Up website hosting
- PHP updates and malware removal
- Qualifies you for the 12-month website payment plan
Advanced
For sites with custom code or online stores.
- Weekly WordPress core, theme and plugin updates
- 90 minutes of changes and custom code fixes a month
- Testing and fixes for custom features
- Quarterly website speed optimization
- Scale Up website hosting
- Malware scanning and removal
Every website includes
- Custom design
- Copywriting
- Planning service pages
- Mobile-first design
- Search-ready build
- Conversion tracking
- Training
Every care plan includes
- Weekly updates
- Unlimited bug fixes
- Daily cloud backups
- Malware scanning
Grow your new website
Local SEO
Financial advisor marketing that puts your firm in Google Maps, local results and AI answers, with your Business Profile, reviews and listings managed every month.
No-Fee PPC Management
Google, Microsoft, Yelp and ChatGPT ads that bring in prospects looking for a financial advisor. White Peak SEO clients pay no management fee.
Branding and Messaging
Logo design, a brand identity and a message that set your practice apart.
Every website is custom. For a quick range, try our website price estimate, and we’ll confirm a clear price in your free consultation.
Financial advisor web design FAQs
A custom website from White Peak starts at $1,500, and most cost $3,000 to $10,000. A typical advisor site with a homepage, About, Contact and six service pages comes to $4,300 before add-ons. Our price estimate gives you a range in about a minute.
Most websites launch in 2 to 6 weeks. Your compliance review adds time, so we plan for it from day one. Quick feedback keeps your project on schedule.
A clear homepage, a page for each service, advisor bios and a plain fee page. It also needs online booking, client portal logins, disclosures and fast mobile pages. Every White Peak advisor website includes these, plus copywriting.
No. Templates from advisor website builders make firms look alike. We design every site from scratch, with design elements and website copy built to attract new clients.
No. Copywriting is included with every White Peak website. Our writers learn your practice, then write about 650 words per page. You and your compliance team approve every page before launch.
Your firm and its compliance team are responsible for its advertising. We build with the SEC Marketing Rule and FINRA Rule 2210 in mind. That means disclosures where you need them, BrokerCheck links for registered reps and no unsupported claims.
Often, yes. The SEC Marketing Rule allows testimonials when the required disclosures appear with them. We place reviews and the disclosures your compliance team chooses on the same page.
Yes. We can send form leads to Salesforce, HubSpot or another CRM, and add booking, risk questionnaires and portal logins. CRM connections and online booking have set prices in our estimate.
We build advisor websites on WordPress. It powers more websites than any other platform and works with tools like Calendly, HubSpot and Gravity Forms. Your team can edit pages without code, and you're never locked into one vendor.
Yes. Advisers must keep copies of their advertising, and many firms archive their website. Archiving services like Smarsh capture a WordPress site on a schedule, and we can help set it up.
We build every advisor website on a strong foundation for search. That means service pages, schema markup, fast mobile pages and copy AI tools can quote. Ranking takes ongoing work, so local SEO and No-Fee PPC management are available after launch.
Not when it's done right. We keep the pages that rank, carry over their content where it helps and point every old page address to its new page. Then we check for errors right after launch.
We can make it accessible as an add-on. We design, build and test your site to WCAG 2.2 Level AA, including keyboard navigation, screen reader labels and color contrast. We quote it based on your site.
You do. You own your website, your domain and your content. You get full admin access and training at launch.
Yes. Most projects are billed 50% to start and 50% at launch. Or start with a 33% deposit and pay the balance in 12 monthly payments with our Optimize maintenance plan.
No. White Peak is based in downtown Reno and designs financial advisor websites across the U.S. Most clients meet with us on Zoom, and our Reno office is open by appointment.
Not sure what you need?
No gimmicks. Just friendly advice.
Services that bring your practice more clients
Local SEO
Google Maps, reviews and local search work that brings nearby prospects to your practice.
No-Fee PPC Management
Google, Microsoft, Yelp and ChatGPT ads that bring in meeting requests. White Peak SEO clients pay no management fee.
Website Maintenance
Updates, fixes and security that keep your advisor website running smoothly.
Branding and Messaging
A logo, visual identity and message that set your firm apart.
Serving Reno, Sparks, Carson City, Truckee, Lake Tahoe and financial advisors nationwide
Your website is the hub of your practice’s online presence. Our downtown Reno, NV team designs websites for financial advisors, planners and wealth managers across the U.S. Close to home, we serve advisors in Reno, Sparks, Carson City, Truckee and Lake Tahoe.
1 E Liberty St, Suite 600, Reno, NV 89501
(775) 451-3259
Open Monday to Friday, 8 AM to 8 PM. Most clients meet with us on Zoom, wherever they are. Prefer to meet in person? Visit our downtown Reno office by appointment.
