Website Designs for Financial Advisory Firms

A polished website and active social media presence are essential to shaping and strengthening your brand as a financial advisor. A 2024 survey found that 98% of advisors plan to increase spending on their websites in the next 12 months in an effort to generate more leads. ¹ If web design isn’t your forte or you don’t have the technical know-how, hiring a professional design firm can be a smart move. Exploring examples of website designs for financial advisors can also give you inspiration and help you pinpoint the features and design elements you want to include on your own site.

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Why Financial Advisors Need a Website

Having a website is practically a requirement for advisors in a technology-driven era. The larger your digital footprint, the more you can increase visibility and lend credibility to your business.

Here are three common reasons to invest in a professional website:

• Search visibility: Investors increasingly use online searches to get answers to financial questions and connect with professional advisors. A website ensures that you have a chance to be found in searches by prospective clients if your site utilizes search engine optimization (SEO) tactics.
• Brand-building: Your website is more than just a landing page for your business online. It’s an opportunity to offer prospects a peek into who you are, who you serve and what your business values most. Your website colors, logo, layout and messaging all work together to convey what your brand is about.
• Email marketing: When someone visits your website, you don’t just want them to click away without leaving their information behind. You can use your site to collect email addresses by encouraging visitors to join your weekly newsletter or register to download a resource you’ve created, such as a financial guide or checklist. When done properly, email marketing can be a powerful tool for driving conversions.

Whether you run a larger firm or a smaller boutique business, a website can be a sound investment. Comparing website designs from top firms can offer insight into which types of sites are more likely to stand out from the crowd and lead to more conversions.

Another way to get a more consistent flow of clients is to use a lead generation service, like SmartAsset AMP. This subscription-based platform connects fiduciary advisors with validated leads. It also offers direct phone introductions through a SmartAsset representative, so you can spend less time chasing leads and more time building relationships.

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5 Examples of Website Design for Financial Advisors

There are plenty of financial advisor websites that you can draw inspiration from when deciding what to include in your business’s site. Generally speaking, some of the most popular websites:

• Are fast-loading and easy to navigate
• Include interactive elements
• Incorporate multiple calls to action
• Strategically use images, video and color psychology to make emotional connections
• Implement multiple layers of security to protect any data or information that’s shared

It’s always helpful to do your own research when comparing site design. That being said, here are five examples of financial advisor websites to help you get started.

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1. Carson Wealth

Website: https://carsonwealth.com

Why it works: Carson Wealth’s site design incorporates the colors yellow and blue, which in color psychology are designed to evoke feelings of calm, trust, and happiness. The very first message visitors see reads like this: “Financial Advisors Helping You Find Your Freedom.” Right away, visitors get a sense of how Carson Wealth operates while being reassured that their financial destinies are in their hands.

Beyond the messaging, the site is well-structured with clear calls to action strategically placed throughout. It also features an interactive element—a six-question retirement readiness quiz—right on the homepage to engage visitors from the start.

As users scroll, they’ll find a clear overview of Carson Wealth’s target audience and the services offered. Contact details are easily accessible at both the top and bottom of the page, and the homepage wraps up with a strong call to action inviting visitors to schedule an appointment with an advisor.

2. Wealthspire Advisors

Website: https://www.wealthspire.com/

Why it works: Wealthspire Advisors incorporates video into its homepage design to emphasize the fact that it serves real people, with real financial needs, challenges and goals. Blue is the dominant color, with touches of yellow scattered throughout, giving the site design an almost soothing feel. The tagline reads “Fulfill Your Financial Aspirations,” which is designed to help visitors feel empowered. You may develop something similar for your personal branding statement.

Clickable icons guide visitors to different sections of the site based on the help they’re seeking. An interactive tool helps users assess where they are in their financial journey and encourages them to schedule a meeting with the Wealthspire team.

The homepage highlights key facts about Wealthspire Advisors and showcases social proof through awards and industry recognition. Before they leave, visitors see a prompt to join the Wealthspire newsletter by entering their name and email address.

3. LPL Financial

Website: https://www.lpl.com/

Why it works: LPL Financial is a financial services firm that works both with investors and advisors. On the client-facing side, the website uses phases like “What if You Could?” “Empowering Your Financial Journey” and “Bring Your Dreams Within Reach” to set a positive tone and reassure prospects that they’re in the right place. 

The homepage is laid out in an easy-to-follow format, with clear links to pages where prospects can find additional information. At the very bottom of the page is a list of frequently asked questions (FAQs) in a dropdown menu format. That’s a nice touch, as it saves prospective clients the trouble of having to click around on the site to find answers to their most immediate questions. 

Like the other sites featured, this one prominently uses blue throughout the design. In place of a bright yellow is a darker gold-tone color that’s still easy on the eyes. 

4. Mission Wealth

Website: https://missionwealth.com/

Why it works: Mission Wealth’s homepage features a visually appealing design and simply worded messaging that tells visitors what they can expect. A snapshot of company facts, including assets under management, underscores the firm’s legitimacy.

The homepage includes an overview of Mission Wealth’s services and the types of clients they serve. There’s a separate section detailing specific life scenarios and events that the company is equipped to help with.

There are numerous CTAs and contact buttons scattered throughout the homepage, from the header to the footer. Once again, the use of blues and yellows makes visitors feel at ease as they browse the site.

5. Journey Strategic Wealth

Website: https://journeysw.com/

Why it works: Journey Strategic Wealth immediately places the emphasis on investors with the messaging “Your Money. Your Life. Your Journey.” The language and wording are casual, friendly and reassuring, sending the message that Journey is there to help with whatever challenges investors might be facing.

The homepage also introduces investors to the Journey Strategic Wealth team and includes social proof to solidify the firm’s reputation. There’s an overview of the company’s services. Visitors can also take an interactive quiz to see how well their portfolio matches their financial goals.

Instead of the usual blue and yellow you might expect to see, the color scheme uses a purplish tone and black. In color psychology, purple is often used to represent wealth while black is associated with sophistication and elegance.

Bottom Line

If you’re ready to build a website or revamp an existing one, having some examples to follow can help spark ideas. If you can’t tackle the work of building a site yourself, you may consider outsourcing it to an expert who’s well-versed in website design for financial advisors.

Tips for Growing Your Advisory Business

• Another way to get more potential clients is to use a lead generation service. SmartAsset AMP (Advisor Marketing Platform) is a holistic marketing service financial advisors can use for client lead generation and automated marketing. Sign up for a free demo to explore how SmartAsset AMP can help you expand your practice’s marketing operation. Get started today.
• When building out a website and brand, remember that consistency matters. The color scheme, design, logo and messaging you use on your site should be the same across other your social media accounts. When branding is consistent, it can make your business “stickier”, meaning that prospective clients are more likely to remember it when looking for an advisor to work with.

Photo credit: ©iStock/shironosov, ©iStock/Carson Wealth, ©iStock/Wealthspire Advisors, ©iStock/LPL Financial, ©iStock/Mission Wealth, ©iStock/Journey Strategic Wealth, ©iStock/brankokosteski