Financial Services
Websites that attract high-AUM clients.
Financial clients do extensive online research before engaging an advisor. They check credentials, read content, and increasingly ask AI. We build sites engineered to win at all three touchpoints.
Outcomes
What financial sites need to earn trust.
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E-E-A-T
Regulatory credentials surfaced
CRD, FINRA BrokerCheck, CFA/CFP designations, and compliance disclosures — structured for both Google and LLMs.
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AI cited
Recommended in financial queries
"Who is a good fiduciary advisor in [city]?" is an LLM query now. Entity optimization gets you there.
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Compliant
FINRA/SEC-aware design
No guaranteed return language. Required disclosures built into page templates. Compliance-first copy workflow.
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$10k+
Client lifetime value
We design for high-AUM, high-LTV client acquisition — not contact form volume.
What's included
Compliance-first, conversion-second.
- FinancialService + FinancialAdvisor schema markup
- Advisor bio pages with CRD number, designations, and regulatory links
- Service pages per offering (Retirement Planning, Estate, Tax, Insurance)
- Required regulatory disclaimers integrated into page templates
- FINRA BrokerCheck and SEC registration links
- AEO-optimized FAQ: "what is a fiduciary", "how much do advisors charge"
- Thought leadership blog for E-E-A-T authority building
- GBP optimization per office location
- GDPR/CCPA-compliant analytics setup
- Lead magnet landing pages (free retirement review, portfolio analysis)
- Calendly scheduling integration for discovery calls
- GEO optimization: LLM entity building for advisor queries
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How do you handle FINRA/SEC compliance requirements?
We understand the framework: no guarantees, required past-performance disclaimers, registration disclosure. We build compliance language into page templates and work with your compliance officer for review before launch. We don't give legal compliance advice — that's your advisor's role.
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Why does AI visibility matter for financial advisors?
High-net-worth individuals and business owners use AI extensively for research before engaging an advisor. If you're not cited in ChatGPT when someone asks "who is a fee-only financial advisor in [city]", you don't exist to them yet.
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Can I publish market commentary without triggering compliance issues?
Yes, if structured correctly. We set up blog workflows with required disclaimers pre-populated, factual/educational framing, and clear separation from advice-giving language. Your compliance team signs off before publishing.
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What about client portals and account access?
We don't build custodian portals — those stay with Schwab, Fidelity, etc. We build a fast, lead-generating marketing site that links to your existing portal. Integration complexity doesn't slow the site's performance.
Ready to ship
Stop overpaying for slow websites
that don't convert.
Get a custom Astro site, engineered for AI search, starting at $650. Free audit. No pressure. No retainer required.
50% upfront · 50% on launch · Cancel anytime