Top 8 Financial Website Designs & Tips
Today, a high-quality website is an important marketing tool for financial services and investment advisory firms.
Even if the majority of your business is based on referrals and word of mouth, it’s very common for people to search online and view your website before contacting your team.
This means your website will create the first or second impression with potential clients. Whether the website serves as your primary lead generation tool or just establishes trust and credibility, there are several factors to consider when creating a finance website.
We’ve compiled the top 8 financial website designs along with tips to help your website outperform the competition.
Table of Contents
- LLME Certified Public Accountants Website
- American Money Management Website
- La Jolla Capital Group Website
- Define Financial Website
- Omega Wealth Management Website
- JMJ Financial Website
- Dunn Premier Website
- Wealth Engineering Website
1. LLME Certified Public Accountants Website
Accounting Web Design
Lavine, Lofgren, Morris & Engelberg, LLP is one of San Diego’s largest independent certified public accounting firms. LLME provides tax, audit and accounting, and strategic consulting services to individuals, entrepreneurs, and businesses in a broad range of industries.
Highlight: High-Quality Custom Design
The LLME website features a high-quality custom design which integrates aspects of the company’s logo and branding style into the web pages. The home page has a strong value proposition and guides visitors to the top pages of the site.
The Services page, which showcases the 5 primary services that LLME offers, also features custom design layout. Finally, the Industries page includes custom iconography to highlight the numerous industries that the firm serves.
2. American Money Management Website
Investment Management Web Design
American Money Management, LLC was founded in 1999 by seasoned investment professionals and is dedicated to providing personalized investment management, counsel and retirement planning. The AMM team manages their clients investment portfolios utilizing both traditional and creative approaches.
Highlight: Establish Trust & Credibility
In addition to a beautiful custom design, the AMM website establishes trust and credibility with web visitors in several ways.
The home page messaging highlights the firm’s long history with the statement, “Investing For Growth & Income Since 1999.” From the home page, you can also access 3 case studies. Each case study is focused on a common type of client that AMM serves. Finally, you can also see affiliate logos in the footer of the site.
Establishing trust and credibility is a critical aspect of a financial website design. Using client logos, affiliate logos, and testimonials are great ways to quickly establish your expertise.
3. La Jolla Capital Group Website
Brokerage Firm Web Design
A boutique among brokerage firms, La Jolla Capital Group prides themselves on an ability to tailor services to the specific needs of each client and investment opportunity. With over 50 years of combined experience as both lenders and investors, and a strong roster of trusted lending partners nationwide, La Jolla Capital Group offers a deep insight and can provide financial flexibility.
Highlight: Strong Value Proposition
“We See Loans Across the Finish Line.” This is the messaging on the LJCG website home page and this is often referred to as a web-based value proposition. The value proposition clearly states what differentiates their firm from competitors and the value that they bring to clients.
The design of the main image in the top section of the home page also supports the value proposition with a picture of a cyclist crossing a finish line.
A strong value proposition is a critical aspect of a finance website, as it helps you quickly communicate your differentiator and who you serve to web visitors.
4. Define Financial Website
Wealth Management Web Design
As an independent, boutique wealth management firm, Define Financial specializes in financial planning and asset management services to individual and institutional clients. Taylor Schulte founded Define Financial in 2014 with a team of award-winning CFP® Professionals who work with their clients on the same side of the table.
Highlight: Strong Calls to Action
In addition to a beautiful, custom design, the Define Financial site features strong calls to action that guide web visitors to schedule a call with their team. The top navigation includes a Start Here button and this takes you to a custom page, where you learn that S.T.A.R.T. is also an acronym for the steps in the Define Financial onboarding process as a new client.
There are also call to action panels on the home page and key pages throughout the site, along with an embedded calendar feature where visitors can easily schedule their first call.
5. Omega Wealth Management Website
Financial Planning Advisor Web Design
Omega Wealth Management is a fee-only fiduciary life/wealth advisor. Their innovative, holistic approach to financial planning aligns each client’s deepest values with their most ambitious financial goals. Omega Wealth Management was founded in 1999 by Lisa A.K. Kirchenbauer, who is a pioneer in the financial life planning industry.
Highlights: Custom Service Page & Millennial Page
The Omega Wealth Management custom Service page design not only highlights the services that Omega offers but also showcases what it’s like to be a client of theirs. As the 2nd or 3rd most visited page on the website, a high-quality Service page is a critical aspect to a finance website.
With a primary focus on helping young professionals, Omega Wealth also has a custom Millennials page on the website, which speaks directly to these web visitors and their needs.
6. JMJ Financial Website
Investment & Capital Firm Web Design
As a privately held investment firm, JMJ Financial specializes in providing growth and development capital to emerging companies. Unlike a broker or finder, the firm invests its own capital into transactions designed to build long-term relationships with a selective group of companies.
Highlight: Compliant & Engaging Content
Every finance website needs to make sure all content on their website is in compliance. While it may be a challenge, you can adhere to the FINRA rule 2210 and the FTC’s guidelines for online disclosures on your website and create engaging and innovative content.
The JMJ Financial website is a great example of this. The footer includes an important disclaimer text. This text could be an eyesore on other sites, but the JMJ website design has a beautiful video background of the beach coastline.
7. Dunn Premier Website
Mortgage & Commercial Lending Web Design
Dunn Premier is dedicated to serving commercial and residential clients across the country with creative financial solutions. For commercial clients, the Dunn team conducts in-depth analysis and documentation as part of their refined loan process. Their services are designed to help clients get the right commercial lending product and to avoid the common pitfalls that can delay the process.
Highlight: Meet the Team Page
Showcasing your team and their experience is a great way to establish authority and trust with web visitors. The Dunn Premier website has an Our People page with nice bios and headshots of their two founders. Even if you have a small team, consider including photos and bios of your team members on the site. It can add that personal touch to the site and help web visitors emotionally connect with your firm.
8. Wealth Engineering Website
Financial Planning Web Design
Wealth Engineering provides fee-only financial planning and investment management services. With over two decades of experience in working with high-net worth individuals, Wealth Engineering utilizes a global investment strategy to create diversified portfolios with a long-term, tax efficient approach.
Highlight: Educational Resources / Blog
Your finance website can also be an amazing tool for educating your potential and existing clients. In addition to a blog, the Wealth Engineering site has a resource section and includes links to educational articles throughout the website. On the Why Wealth Engineering page, there are links to articles on “What is a fiduciary?” and “What is the difference between fee-based and fee-only?” By providing blog posts and resources like these on your site, you can demonstrate your expertise and provide answers to the most common questions.
Frequently Asked Questions
If you have an existing website for your business, then the term “website redesign” project refers to refreshing and modernizing the entire look and feel of the website.
A redesign project may also include converting the website to a new platform or adding new functionality, such as e-commerce or membership.
Pricing varies greatly when it comes to a website redesign project. There are 3 primary elements that can impact pricing:
1. Custom Design & Functionality
A custom website design usually means that your web team will be designing the site from scratch in Photoshop. As part of the project, the web designer will create mockups for the home page and for a few critical internal pages. If you increase the number of custom page mockups, then this will increase the work required and the price of the project.
Adding complex functionality to the website, such as e-commerce or membership systems, will also increase the development work and the price of the project.
As previously mentioned, a custom web design project typically takes 3-4 months. Similar to other services, there can be additional charges for rush work.
If you try to cut the timeline of the project too much, you’ll end up having to cut corners in terms of quality.
If you are investing in a full redesign and looking for better results from the upgrade, you can typically find cost-effective options with a small to midsize agency. If the website has more advanced functionality, you’ll also need to spend more money for the expertise of a more advanced developer or development team.
The more expertise that you want involved in the project from design & development to marketing and SEO, the more you can expect to spend on the project.
There are several factors to consider when deciding whether to redesign your website
1. What role does the website play in your business?
2. How is the site performing in terms of lead generation & conversions?
3. Is the design outdated?
4. Is it difficult to update the content and manage the site?
5. How much can you invest in the site right now?
A new website should last your business about 3-5 years, but if you try to take on a redesign project at the wrong time, you may end up with a worse website or need to redesign it again in another year. Review your business’ marketing budget and goals for the next 6 months to a year and consider whether it’s the right time to invest in a new site.
In order to launch the new website, you’ll need to gather the following info for the website team or your IT department, depending on who is launching the site:
- Logins to your existing site
- Logins for your domain registrar and hosting
- Information about your email setup in case this could affect any hosting changes
As a final quality control, you’ll want to make sure any analytics tracking codes are installed on the new site and all of the forms are configured to the proper email notifications. Your web agency will guide you on all of these items.
If you are planning to launch the site for a specific marketing campaign, always launch a few days prior to the campaign. No matter how much you plan the launch, things can happen and you should build in a few days to work out any bugs prior to driving tons of traffic to the site.