1. Define Financial
Financial Planning 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. The firm’s fiduciary, commission-free process ensures their clients receive the right plan and services to retire confidently.
Highlight: Strong Calls to Action
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 which 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 custom financial website design, along with an embedded calendar feature where visitors can easily schedule their first call. In order to generate leads from your website, it's crucial that you make it easy for clients to get in touch with you.
2. Retirement Podcast Network
Financial Podcasting Website Design
The award-winning Retirement Podcast Network is committed to helping people navigate and plan for retirement with timely, retirement-specific content curated by six leading financial planning experts. The website serves as an educational hub for podcast enthusiasts looking to expand their financial literacy and confidently prepare for retirement.
Highlight: Centralized Resource Hub
With various educational insights provided by financial professionals, each with their own podcast and subject matter expertise, The Retirement Podcast Network website aims to connect with visitors who are ready to learn more about retirement. As such, the site's design and structure make it easy for people to explore each expert and their podcast, before ultimately encouraging them to subscribe to the shows with the click of a button.
3. Entrepreneur Aligned
Financial Planning Web Design
Entrepreneur Aligned, an independent financial planning firm, caters to high-net-worth entrepreneurs. Their experienced team implements the trademarked Personal Wealth Operating System to help entrepreneurs transform their financial aspirations into tangible realities. This definitive framework encompasses a structured approach and personalized strategies to help the firm's clients achieve their wealth goals and improve their overall well-being.
Highlight: Clearly Defined Process Page
The primary goal of the Entrepreneur Aligned website is to encourage visitors to sign up for a free wealth assessment. To guide people toward this, the site implements a detailed and custom process page that walks through the PWOS™ process, making it easy for entrepreneurs to visualize the path forward. The page provides a high-level overview of firm's benefits, outlines the five pillars of financial success, and provides details on each of step of the new client process before driving visitors toward scheduling an introductory call.
4. Morling Financial Advisors
Financial Planning And Investment Management Web Design
Morling Financial Advisors is an independent, fiduciary firm that has been assisting business owners and employees of pre-IPO and public tech companies since 1999. Their specialized team focuses on quality over quantity and has established long-term relationships with their clients while guiding them through complex financial planning, investment management, and tax strategy decisions.
Highlight: Custom Who We Serve Page
Morling Financial Advisors, like many financial advisors, have multiple client audiences that they want to target on their websites. A panel on Morling’s home page introduces who they work with and outlines common questions their target clients face. They also included a custom "Who We Serve" page that shares the common challenges of their three main audiences and how Morling's services and experience can help. “Who We Serve” pages are a great tool for financial advisors to better highlight their specialty while ensuring the right audience is being reached.
5. Riverbend Wealth Management
Wealth Management Web Design
As an independent, fee-based advisor, Riverbend Wealth Management strives to help clients make sound financial decisions so they can retire without financial worry. They create flexible, customized processes that integrate leading industry technology and resources. The firm’s advisors also collaborate with banks, CPAs, attorneys, and more in order to create a comprehensive plan that reaches their client’s goals.
Highlight: High-Quality Custom Design
The advisors at Riverbend Wealth Management focus on three types of clients: business owners nearing retirement, individuals transitioning into retirement and retired individuals who recently moved to South Carolina. These groups are first introduced on the homepage with three featured success stories. Each success story also has a custom detail page that further elaborates on the specifics and challenges of each situation. If a visitor can relate to the story, then they will know that Riverbend is the right fit. These stories also allow Riverbend to showcase their expertise in greater detail.
6. Smartfi Home Loans
Home Loan Web Design
The Smartfi Home Loans wholesale website highlights the benefits of reverse or alternative lending solutions. They partner with mortgage brokers and institutions to provide alternative solutions to homeowners age 50 or older. Smartfi’s team has over 170 years of combined experience and strives to help homeowners strategically use their home equity to secure their financial future.
Highlight: Educational Resources
With so many misconceptions about reverse mortgages and alternative loans, Smartfi Home Loans wanted a new website to educate potential partners and illustrate the benefits of their offerings. Their website boldly features their easy process, innovative products, and partnership benefits. It also includes several FAQ sections to address common questions and concerns. Smartfi also has several calculators for partners to quickly assess different scenarios. Educational resources can help visitors overcome concerns and gain knowledge, and are especially valuable for companies with more complex products or services.
7. Wealthkeel LLC
Financial planning and investment management web design
Established in 2015 after noticing a gap in the market, Wealthkeel LLC is a fiduciary firm focused on providing young physicians with trustworthy financial planning services. Their passionate team creates proactive, actionable financial and investment management plans to help clients reach their unique goals.
Highlight: Defined target audience
It's important to identify a target audience for your website, especially if your business serves multiple groups. The Wealthkeel LLC specifies their audience as physicians right off the bat so visitors can easily determine if Wealthkeel is the right advisor for them.
On their homepage under "Our Specializations" and on their "Who We Serve" pages, Wealthkeel breaks down their audiences even further based on what stage of their career people are in. This segmentation process can help reassure visitors that Wealthkeel has the expertise to help physicians at a variety of different career points.
8. Janiczek Wealth Management
Wealth Management Web Design
Janiczek Wealth Management is the only wealth management firm in the nation offering Complete Wealth Optimization™. The fiduciary, fee-only firm was founded in 1990 and strives to optimize the wealth of high and ultra-high net worth families and individuals. Janiczek maintains a 25-year vision at all times in order to continuously improve their services and implement unique tools and technology to help their long-term clients find success.
Highlight: Custom Conversion Page
Janiczek Wealth Management's website is filled with language that speaks directly to the visitor. First, they define the two types of clients they serve and use a “Breakthrough Moments” page to define six hypothetical client scenarios and address how they can help. Rather than just listing what their services include, Janiczek incorporates sentences such as “You take your investments seriously. So do we” to introduce their service offerings on the home page. Even when talking about who they are, their content is geared toward the visitor’s situation, goals, and challenges. Taking such a personalized approach is critical as it helps visitors feel understood by you, which can increase the number of leads you get.
9. Heisten Financial
Financial Planning and Investment Management Web Design
Created in 2015, Heisten Financial is a specialized boutique firm committed to creating unique, comprehensive plans that give clients more free time. Their fiduciary team understands how to navigate the complex needs and goals of their niche, which consists of business owners and oil workers. From investment management to financial, tax, and estate planning, Heisten has the industry knowledge to implement a thoughtful plan.
Highlight: Custom Conversion Page
One of the primary goals of the Heisten Financial website redesign project was to better attract the firm’s ideal client type. A custom conversion page was created to reiterate who the firm serves best and what people can expect throughout the client process. The page also highlights three key reasons someone should choose Heisten Financial as their financial advisor. Visitors can schedule a call with an advisor by using the Calendly scheduler embedded directly onto the page. Conversion pages are an excellent way to highlight your differences, remind people of the type of clients you serve, and offer a simple way for people to get in touch with you.
10. Lightstone Private Wealth
Real Estate Development, Investment, And Wealth Management
Founded in 1988, Lightstone is one of the largest privately-held real estate companies in the United States. The vertically-integrated company has invested, developed, and owned over 130 properties in 28 states. Their EB-5 division raises capital through the US government’s Employment-Based 5th preference (EB-5) visa program, which is then invested straight into the company’s project developments.
Highlight: Educational Resources / Blog
With the goal of creating a polished and professional website, social proof was incorporated throughout Lightstone Private Wealth's website to reinforce their reputation and increase trust among visitors. One of the first panels on Lightstone’s home page quantifies their industry experience by including the size of their real estate portfolio, amount of capital raised, value of their investment platform, and size of their REIT.
The home page also features a national and global map to showcase where their 128 properties are located. Finally, a panel with the logos of where Lightstone has been featured shows just how reputable and well-known the company is. Social proof greatly encourages trust among website visitors and should be incorporated throughout your website.
11. Private Portfolio
Broker-Dealer and Investment Advisor Web Design
Boutique wealth management firm, Private Portfolio, has been focused on customized multi-generational plans that help their clients grow and protect their assets for over a quarter of a century. Their team of advisors has strong expertise in the international market and utilizes their relationship with BNY Mellon | Pershing to offer even more opportunities to their clients.
Highlights: Strong Credibility and Network
Having been in business for 28 years, it was important for the Private Portfolio team to showcase their expertise throughout their website. The firm’s valuable qualities are highlighted on the home page in a section titled “What Sets Us Apart.” They also introduce the network of professionals they work with, which is then reiterated on the “Our Firm” page with downloadable PDFs that better define how their partners benefit Private Portfolio’s clients. Featuring your experience and backing up your reputation with partner names, logos, or client testimonials is a great way to establish credibility and trust with your website visitors.
12. Mission Trails Financial
Financial Planner Web Design
Mission Trails Financial’s dedicated team has been passionate about providing a client-first approach for the last 20 years. With no minimum required assets under management, the fiduciary firm strives to equip clients of all backgrounds with the financial knowledge they need. Their experienced advisors work closely with their clients to develop comprehensive financial plans that evolve as needed to reach their client’s long-term goals.
Highlight: Emphasis On Strong Company Values
While navigating through Mission Trails Financial's website, it's easy to understand the company's core values. With phrases such as “We want to know what makes you, you” and “We want to help you learn about personal finance no matter your background or financial situation”, Mission Trails emphasizes how important it is that they provide education and peace of mind to their clients. Understanding your brand’s unique values and incorporating them into your website is a great way to capture visitors’ attention and generate new leads.
13. La Jolla Capital Group
Brokerage Firm Web Design
As a boutique brokerage firm, La Jolla Capital Group prides themselves on their 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 deep insight and can provide financial flexibility to their clients.
Highlight: Strong Value Proposition
“We See Loans Across the Finish Line.” This is the messaging on the La Jolla Capital Group website home page, which is often referred to as a web-based value proposition. The value proposition clearly states what differentiates the 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.
14. LLME Certified Public Accountants
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 website features a high-quality custom design that 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 five primary services that LLME offers, also features a custom design layout. Finally, the Industries page includes custom iconography to highlight the numerous industries that the firm serves. The custom design of the site clearly illustrates LLME’s brand, helping them stand out from the crowd.
