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, and 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. In this article, we cover 50 of the best financial advisor websites to help demonstrate how we can help your business and inspire your next website redesign.
Financial Advisors Need a Website
Websites are essential to an advisor’s marketing and act as your first impression, introducing your brand and allowing prospects to learn more without having to make direct contact. This gives visitors the chance to self-qualify, improving the quality of leads that reach out and saving both the prospect and your team time.
What Makes a Great Advisor Website
The best websites follow five rules to introduce an advisor’s brand and guide visitors to self-qualification. Learn more about the five rules of a great advisor website in this video with FMG’s Chief Evangelist, Samantha Russell.
Top 50 Best Financial Advisor Websites
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 advisor websites, in no particular order, to inspire your own.
1. Peltoma Capital Partners
Why we love it:
Despite containing a wide variety of resources and pages, the Peltoma Capital Partners website is well organized. Special attention to design makes information easy to absorb, making the process of learning about and communicating with the firm simple. Plus, special emphasis on Peltoma Capital Partner’s story and the heart behind the firm helps the brand stand out, offering a perfect example to smaller firms looking to differentiate themselves.
Check out the site here: https://www.peltomacapital.com
2. District Financial Planning
Why we love it:
This site offers a great example of using client testimonials in marketing. By including them alongside their services and just before their contact form, they demonstrate the efficacy of their firm and help persuade leads to contact them.
Check out the site here: https://www.districtfinancialplanning.com
3. RPI Financial Life Planners
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. However, 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: https://www.rpiplan.com
4. Shifting the Culture Wealth Partners
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: https://www.stcwealth.com
5. Doug Nelson Money Coach
Why we love it:
Effective branding is a great way to stand out from competitors. This site offers an example of a great personal brand that leverages the one-on-one nature of the advisor’s services, giving prospects an idea of what it’s like to work with Doug Nelson in a way that may appeal to his ideal audience – a win-win of branding, making it a clear choice for our list of the best financial advisor websites.
Check out the site here: https://www.dougnelsonmoneycoach.com
6. Strategies for Wealth
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: https://www.strategiesforwealth.com
7. Marrero Wealth
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: https://www.marrerowealth.com
8. Springbok Wealth Partners
Why we love it:
With a homepage that breaks down ideal clients, services, pricing, and content for lead-gen, this website is a great example of how to help visitors self-qualify.
Check out the site here: https://www.springbokwealth.com
9. Navis Wealth Advisors
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. Learn more about Navis Wealth Advisors in our showcase article featuring a Q&A that explores the design process and shares the website’s top features.
Check out the site here: https://www.naviswealth.com
10. U-Core Capital
Why we love it:
Upon first visiting this site, you are greeted with client-centered copy from the get-go, as the first text beneath the header breaks down the brand’s core principles and primary focus – the client’s goals.
Check out the site here: https://www.u-corecapital.com
Looking for More Website Inspiration?
Our website gallery features a collection of best-in-class websites built with FMG.
11. Money Maven Financial
Why we love it:
Why we love it:By showing off their wonderful aesthetic design, visitors feel instantly connected to this Bellingham-based firm. The soft spacing and calming color choices are modern yet professional, and the CTAs on the subpages make it easier for visitors to become customers. The easy to navigate design makes it easy for visitors and clients alike to find exactly what they’re looking for.
Check out the site here: https://www.moneymavenfinancial.com/
12. Humanitis Financial
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: https://www.humanitasfinancial.com/home
13. Peak Financial Solutions
Why we love it:
A simple layout and emphasis on clear navigation make this site visually pleasing while still providing the right amount of information to ensure visitors can find what they need. The panels near the bottom appeal to current and potential customers and keep visitors engaged and connected. This streamlined design provides all the information clients need in one friendly package and makes it one of our top financial advisor websites.
Check out the site here: https://www.peakfinancialsolutions.com
14. Cabot Wealth Management
Why we love it:
The first thing visitors will notice when connecting to the site is the lovely carousel of 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: https://www.ecabot.com
15. Tahoe Rim Wealth Management
Why we love it:
Clear, effective copy emphasizes the client throughout this site. Effective use of brand color in the CTAs and images draws the eye to specific elements on each page. Tahoe Rim Wealth Management now has a stunning website that truly fits their firm’s personality, making them the final entry in our list of the best financial advisor websites.
https://www.tahoerimwealthadvisors.com
16. Plummer Wealth Strategies
Why we love it:
A clear value proposition, a dramatic full-screen image, and simple navigation make this site a great example of advisor website best practices in action.
Check out the site here: https://www.pwsplanning.com/
17. Steinhandler Wealth Advisors
Why we love it:
This site uses its branding and imagery to emphasize its location, with features like reflective buttons calling back to the skyscrapers of the Chicago skyline.
Check out the site here: https://www.steinhandlerwa.com/
18. Trudence Advisors
Why we love it:
This advisor site uses unique, illustrated imagery to create a memorable experience for visitors, allowing them to stand out from competitors and land a spot on our list of best financial advisor websites.
Check out the site here: https://www.trudenceadvisors.com/
19. Carver Capital
Why we love it:
By emphasizing and providing plenty of background information on the business, this website allows visitors to connect with the brand and offers a wide range of services to a variety of audiences.
Check out the site here: https://www.carver-capital.com/
20. FSL Advisors
Why we love it:
FLS starts off by highlighting exactly who they serve so that there’s no confusion to their client base. Making it easy for site visitors to know if they’re the right advisor for their needs.
Check out the site here: https://www.fsladvisors.net/
21. Elevation Wealth Partners
Why we love it:
Elevation is a one-page dream, making it so all the important information is available with one click and some scrolling. They ensure all the information a client might need is right on the homepage.
Check out the site here: https://www.elevationwealthpartnersnm.com/
22. Well Lived Wealth
Why we love it:
WLW makes sure its site is personable and welcoming. Introducing their founder right off the bat and putting a face to the name. The site also uses a one-page design, making it easy to find information.
Check out the site here: https://www.welllivedwealth.com/
23. InVested
Why we love it:
InVested goes for a minimalist design, as its homepage shows off its unique way of working with clients. Highlighting their focus on building long-term relationships and helping them work through their financial lives.
Check out the site here: https://www.weareinvested.com/
24. Client 1st Advisory Group
Why we love it:
Client 1st starts it off right with a CTA that invites clients and prospects to “write your next chapter together…” Along with a website color scheme that matches their logo, it’s not surprising that it makes it on our list of best financial advisor websites.
Check out the site here: https://www.c1ag.com/
25. Mountain States Insurance Group
Why we love it:
This site uses a simple and clean design to highlight what it can offer its clients. Using a combination CTA that both introduces themselves but also serves as the starting point for the customer journey.
Check out the site here: https://mtnstatesins.com/
26. Family Wealth & Legacy
Why we love it:
Family Wealth’s site starts off with a question that prompts site visitors to think. The whole site makes use of visitors’ curiosity and hunt for information, which is great for increasing site time and showing off expertise.
Check out the site here: https://www.familywealthandlegacy.com/
27. Retirement Matters
Why we love it:
Much like their intro states, Retirement Matters simplifies retirement and website design. With a clean and sleek site, it’s easy to see what makes Retirement Matter’s site so appealing.
Check out the site here: https://www.retirementmatters.co//
28. Spencer Financial
Why we love it:
Everything you need to know is found on one page, which makes surfing this site easy and stress-free. Including a CTA, informational links, contacts, and much more.
Check out the site here: https://www.spencerfinancialinc.com/
29. Caudle Financial Group
Why we love it:
Caudle’s website is all about togetherness, showing off their integrity and reliability. Using imagery that inspires working with others and being ready for the road ahead is great as a retirement financial planner/advisor.
Check out the site here: https://www.caudlefinancial.com/
30. Baxter & Associates
Why we love it:
Baxter is all for aesthetically pleasing sites, as the website is just wonderfully designed. The words and images go together and really show off what they have to offer their clients.
Check out the site here: https://www.money-planning.com/
31. Dynamic Financial Services
Why we love it:
Dynamic’s website gravitates around the important questions and answers clients are looking for. The site is designed to answer those questions and entice visitors to schedule a demo or contact them.
Check out the site here: https://www.dynamicfinancialny.com/
32. HBCU Legacy
Why we love it:
HBCU’s website does a great job of sharing all the important information that visitors need to know about. Even explaining how they work and the steps that clients will take when working with them.
Check out the site here: https://www.hbculegacy.com/
33. Fross & Fross Wealth Management
Why we love it:
This website goes into detail about the team and how they work hard to make sure their clients are taken care of. They also highlight events they’re hosting to ensure no one misses out.
Check out the site here: https://www.frossandfross.com/
34. Integrated Tax & Wealth Strategies
Why we love it:
The instant you load up the site, you know exactly who you’re dealing with as you’re shown a lovely animated video. Along with easy navigation, you’ll always find what you’re looking for.
Check out the site here: https://www.myitws.com/
35. JFS Wealth Management
Why we love it:
JFS Wealth makes it easy to trust its expertise as its website holds all the information clients will need. With a resource center, tool center, and more.
Check out the site here: https://www.jfswealth.com/
36. AscendWealth
Why we love it:
AscendWealth makes it easy for clients to climb their mountain with a great homepage video and a blog to keep its visitors informed.
Check out the site here: https://www.ascendwealth.us/
37. Accenden Wealth
Why we love it:
With everything within one or two clicks, it’s no surprise that this website is impressive. Visitors are able to easily find all the information they need within seconds on the Accenden Wealth website.
Check out the site here: https://www.accenden.com/
38. Sanchez Wealth Management Group
Why we love it:
The Sanchez Wealth website makes use of navigational tabs to ensure that the visitor experience is seamless and accessible. Visitors will be able to find anything they need with one to two clicks.
Check out the site here: https://www.sanchezwealth.com/
39. Good Better Best
Why we love it:
This site offers a fantastic example of generational wealth strategies.
Check out the site here: https://www.goodbetterbestfp.com/
40. VCU Wealth Management
Why we love it:
This firm branded its retirement process, allowing the service to stand out on its site and help differentiate it from competitors, offering a great example to firms looking to do the same.
Check out the site here: https://www.vcuwealth.com/
41. Three Rivers Diversified Capital
Why we love it:
Offering a variety of resources, including a quiz, this site demonstrates how content can be featured on an advisor site.
Check out the site here: https://www.trdcap.com/
42. Oaktree Financial Advisors
Why we love it:
If you’re looking for a website that focuses on a specific audience, this firm’s site is a great example.
Check out the site here: https://www.oaktreeadvisors.com/
43. Madison Financial Planning
Why we love it:
The use of video and awards on this site’s homepage helps it stand out from competitors, introduce the advisors, and support their expertise.
Check out the site here: https://www.madisonfinancialplan.com/
44. Marathon Financial Advisors
Why we love it:
Conversational copy allows this site to connect with its ideal audience by positioning the firm as the client’s advocate, helping them achieve their goals.
Check out the site here: https://www.marathonadv.com/
45. Main Street Advisors
Why we love it:
Outside of this site’s beautiful design, it also offers an example of using content as part of your lead generation process.
Check out the site here: https://www.mymainstreetadvisors.com/
46. FSC Wealth Advisors
Why we love it:
This site provides a great example of using client questions in your copy to show how your services connect to their needs. Learn more about FSC Wealth Advisors in our showcase article featuring a Q&A that explores the design process and shares the website’s top features.
Check out the site here: https://www.fscwealthadvisors.com/
47. Symbio Financial Partners
Why we love it:
This site acts as a single page to guide visitors, providing all of the information they might need to self-qualify and reach contact with the firm.
Check out the site here: https://www.symbiofinancialpartners.com/
48. Landing Point Advisors
Why we love it:
A beautiful homepage emphasizing the firm’s location, along with effective copy makes this an example of a website that leaves a strong first impression on visitors.
Check out the site here: https://www.landingpointadvisors.com/
49. BFS Advisory Group
Why we love it:
This site offers an example of an effective value proposition, placing the client at the center of their messaging.
Check out the site here: https://www.bfsadvisorygroup.com/
50. Gambrell Financial Advisors
Why we love it:
This site’s value proposition establishes the firm’s expertise and location, allowing it to appeal to local clients and closing our list of the best financial advisor websites.
Check out the site here: https://www.gambrelladvisors.com/
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!
