Cordant Wealth
Custom Web Design, WordPress Development,
and Content Creation
Cordant Wealth Partners is an independent, fiduciary firm based in Portland, Oregon. Their experienced team of financial advisors specializes in helping tech employees maximize their equity compensation.
Cordant Wealth helps clients achieve their goals with customized wealth management, investment, tax, and comprehensive financial planning.
Project Included:
- Custom Web Design
- WordPress Development
- Maintenance & Security
The Backstory
Cordant Wealth Partners came to the TinyFrog team to redesign their website with the goal of creating a more welcoming site that clearly presents their personalized brand.
Through a collaborative process, we created a customized design that offered a more user-friendly experience while highlighting Cordant Wealth’s expertise and answering prospective clients’ most common questions.
Custom Home Page Design
Focused on displaying Cordant Wealth’s experience while still guiding visitors down the right path, we customized the home page design to highlight where Cordant Wealth has been featured and bring attention to the free assessment the firm offers.
Highlights:
- Branded Call to Action buttons
- Hover-over effects
- Bold titles and prominent sections
“What You Get” and “Why Us” Sections
We created two sections to showcase the differences, services, and experience that Cordant Wealth Partners offers. The simple yet bold design makes it easy for visitors to learn more about the firm, which improves the overall user experience of site visitors. The sections also help distinguish Cordant from other advisors.
Introducing the Clients Served
We created a section on the home page to clearly define the types of clients that Cordant Wealth Partners targets, which further emphasizes their specialty.
Each box also has a hover-over feature to offer more information about each client type. This engaging feature allows visitors to better understand whether or not they are the right client type for Cordant Wealth.
Clearly Defined
Client Descriptions
Cordant Wealth takes their “Who We Serve” section a step further with custom page design for three employee types. This allows Cordant Wealth to better address the unique needs of their clients.
Branded Educational Resources
With the goal of offering more educational resources to potential clients, a custom insights section was created so that Cordant Wealth could share valuable information tailored toward their clients.
Highlights:
- Branded educational center geared toward client interests
- Easy-to-navigate resources
Downloadable Guide
Tailored to the Clients’ Goals
Expanding on the educational resources, Cordant Wealth offers a free downloadable guide for its visitors.
The customized lead gen that is relevant to their client base encourages interaction and generates leads for the firm.
Strong Calls to Action
to Encourage Conversion
Toward the bottom of the page, the website reiterates the “Free Assessment” Call to Action button, which serves as the primary conversion for the firm.
Once a visitor clicks the button, they land on a page dedicated to sharing information about Cordant Wealth’s process. This sets a tone and expectation of what potential clients can expect after reaching out to the firm
WordPress Development
Our WordPress development team built the new site on a mobile responsive framework & we continue to maintain & protect the site with 24/7 security.
Highlights:
- Mobile-Responsive Framework
- On-Going Maintenance & Security
- Performance Monitoring
THE RESULTS
“We worked with Tiny Frog on a website redesign. The whole team was very skilled, professional and willing to tweak and iterate until they had things just right. After the redesign, we’ve continued to work with them for website maintenance and development updates. I definitely recommend the entire Tiny Frog team!“
– Isaac Presley, Cordant Wealth
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