What a financial advisor website needs to do
Prospective clients research for weeks. Show your philosophy, your process and who you serve, and make a no-pressure introduction easy.
Prospective clients are cautious. Explaining how you work, how you are paid, who you serve and what a first meeting covers reduces uncertainty. Educational content that answers common questions shows expertise without pressure.
People searching for a financial advisor usually decide in seconds. Your site should answer the questions below before they have to ask.
Book a discovery call
A simple form
Learn the approach
Philosophy
See who you serve
Clients
Read insights
Content
Timing matters. Year-end and tax season prompt planning conversations.
The pages a financial advisor website needs
A financial advisor site does not need dozens of pages. It needs the right few, each doing one job:
- ✓Home with a calm promise
- ✓Services
- ✓Approach
- ✓About
- ✓Contact
Need a page for every service or town you cover? The larger packages give you room to grow.
Mistakes we see on financial advisor websites
- ✓Jargon
- ✓No process
- ✓No credentials
Getting found: SEO basics for a financial advisor
- ✓Name services and town — "financial advisor in your town"
- ✓Guides
- ✓FAQ
Cheap Cheap Websites sets up the essentials on every build, and Monthly SEO adds new pages every month when you are ready.
Sample sites that could be yours
These are real samples we designed. Yours is built around your business, your photos and your words.
What a financial advisor website costs
Most financial advisors fit Business Plus: $989 one-time for up to 20 pages, because they need a home page, a services page, an approach page, an about page and a contact form. Websites are priced one-time, plus Website Care at $30/month for hosting, HTTPS, backups, weekly checks and A/B testing. Every package includes a consultation, mobile-friendly design, copy we write for you, a contact form, essential search setup and 10 revision rounds.
What we ask a financial advisor for
We will ask for your services, credentials, approach, disclosures and who you serve.
How it works
1. Consultation
We learn your services, customers and goals, in English or Spanish.
2. We write and design
We draft the words and build the site around your business.
3. 10 revision rounds
You review and request changes until it is right.
4. Launch and care
We launch, then Website Care keeps it hosted, backed up, checked weekly and A/B tested.
