5 Examples Of Great Financial Advisor Websites

The financial industry is one of the most competitive spaces, especially given our digital age. For a financial advisor to truly succeed and elevate themselves above competitors, it is paramount to consider things like financial advisor website design. Moreover, to attract and engage your potential client base, it is also imperative to consider integral components like local SEO and mobile marketing.

That being said, what constitutes an exceptional financial advisor website? There are a few integral elements that should be factored in when building a website for your financial advisor business.

Brand Credibility

Given that an individual’s personal finances are of paramount importance, it is unsurprising that people will be hesitant simply trusting anyone with financial advice. That’s why as a financial advisor, brand credibility is crucial for success. By ensuring that you have a superb website design, you create an excellent first impression. In turn, this fosters a sense of trustworthiness in your business, thus creating brand credibility. Within the financial sector, possessing a trusted and credible brand is a key element for success.

Mobile-Friendly Design

Increasingly, people are turning to their mobile devices as the first option of any online engagement. That said, for a financial advisor business to flourish, your website must be mobile-friendly and SEO-optimized. In this digital age, the method of doing business has evolved to mobile. Therefore, to remain relevant and flourish, your financial advisor website must be mobile-friendly, offering an excellent mobile user experience.

Financial Advisor Content

Irrespective of whether or not you have a modern, responsive website, without engaging financial advisor content your website will prove unsuccessful. It is crucial to have optimized content geared towards your target audience, thus enabling your unique voice to be heard, so your financial advisor business can flourish.

Below are 5 examples of great financial advisor website options that will certainly target a new client base and help your financial advisor business thrive.


The Aeso theme is ideal for both financial advisors and investors alike. It enables users to manage their website with a simple “drag and drop page builder”. In addition, it is both tablet and mobile-friendly.


The Opportunity finance theme is designed specifically for financial companies. Financial advisors can elevate their business above the competition with the business-oriented functionalities and elements.

Morrison Invest

The Morrison Invest is an investments, business, and financial advisor WordPress theme. It is modern and fully responsive, offering WPbakery, wpml, and two sliders. Morrison Invest is also Gutenberg Compatible, and GDPR Framework WP ready making it easy to create great design.


The Consultor financial advisor WordPress theme is a multi-purpose business template. With the “drag and drop page builder” and WPbakery, this SEO-friendly theme offers unique shortcuts.


Atrium is a finance, consulting, advisor WordPress theme. With its minimalist design, this theme offers a responsive, one-page layout that is exceptionally mobile-friendly.

Insightful Advice From Design Experts

SEO-Friendly, Testimonials, Educate Your Visitors, Links To Social Media

“1) Must be SEO-Friendly – Think about where your potential new clients are going to find a good financial advisor. They are going to Google! If your site is not SEO-friendly in 2020 you might as well not even have a site at all! Things can get complicated here but there are a few free plugins that can help like Yoast SEO on WordPress. 

2) Reviews and Testimonials – People are more skeptical than they ever have been about anyone they find online. You need to have good reviews and have a lot of them. Think about how you would shop. If there is a financial advisor with 350 5-star reviews and one with 6 5-star reviews, who do you think is going to get the client? You should include a section on your site that displays the reviews you have gotten on Yelp, Google, and Facebook. You should also have a system in place to reply to all reviews – This includes the good ones and the bad ones!

3) Something to educate your visitors – Include a free report/informational blogs/free analysis that will educate your website visitors during their research phase. They are browsing your site to find out if you can be the one to help solve the problem they are having. Do this well and you will not only gain their trust, but also gain their business.

4) Links to your social channels – Picking a financial advisor is a big decision that most people do take likely and you can expect potential new clients to research you. Make their research phase easy by providing the proof of being a legit business and not some fly-by-night advisor that will run away with their money. Having a strong social presence and then showcasing this on your website will go far when it comes to building trust with your new potential clients.”

Zach Koerber, Account Manager, Advent Marketing Agency

Build A Website With A Simple, But Sophisticated Outlook And UX

“Brand trust and loyalty are points all financial advisors should aim for. And in order to build those, the best ways for your customers and readers is building a website with a simple, but sophisticated outlook and UX. Next, highly important things are creating separate subpages for each individual service provided, a field of expertise, and a well-guided knowledge hub so that your readers who are really interested in ins and outs can get a better understanding exact areas of your expertise and what you are doing to help others with a better preparedness towards their personal finances. Including unique visuals, video how to’s, guided resources, optimizing website (mobile) speed, highlighting any referral and affiliate programs are all great assets in being straightforward to your customers and building long-term sustainable relationships.”

Bryan Borzykowski, Editor, InvestingBasics.ca

With a good basis for what elements constitute an excellent financial advisor website, now take an additional look at 17 things a great financial advisor’s website should have.

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