Financial Advisor Web Design, SEO, & Digital Growth Platforms

We help midsize Financial Advisor firms ($100M - $3B AUM) achieve strategic goals through their website, brand, & digital strategy. Since 2007, our award-winning work has helped hundreds of firms provide services to millions of users.

Primary Goal of this Service

Our Goal for Your Firm: Position the advisor firm as a market leader while establishing the brand, digital platform, lead gen ecosystem, and strategic habits for lasting growth.

What Firms Can Expect:

  • Firms commonly experience a powerful, long-term shift in their trajectory

  • Diagnostic & Research: Get a better sense for what's not working, what should be fixed immediately, and what can be scheduled.

  • Establish an enterprise-level website and digital customer experience

  • Increased ROI of sales and marketing teams

  • Individual Advisor Marketing Suite: Empower individual advisor brands, increased exposure, increased effectiveness

  • Increased conversion rates (Improved ability to turn prospects into clients).

  • Attract more right-fit prospects, while simplifying the wide array of services you provide (allowing firms to focus on their strengths)

  • Talent Recruitment: Attract great-fit talent and staff

  • And more (Inclusions below)

Package Inclusions

Diagnostic: Research, Strategic Plan 

The diagnostic, research & strategic phase informs the entire project. Reports include: Digital & Web Audit Reports, User & Audience Reports, Market Research Report, Competitive Analysis, Information Architecture Report and more.

Client Journey & Lifecycle Analysis

Going beyond the 'funnel', the client journey is the foundation. The journey from an unknown visitor, to prospect, client, dedicated client, to advocate & referrer. Includes client journey design, lifecycle analysis, and more

Web & Digital Client Experience

Establish an enterprise-level web and the digital client experience; a cross-browser, cross-platform (desktop, mobile) digital client experience.

Digital Brand Guidelines

Establish the guidelines for the firm's digital brand for use in other marketing activities (print, tv, billboards, etc). Elements: color palette, fonts and font layouts, imagery, spacing, iconography & illustrative style (if included), brand imagery, tone, style and more. (Example)

Lead Gen Ecosystem, CRM, Analytics

Generating, capturing, and cultivating leads and customer relationships. All projects include time to setup and integrate a CRM tool, and guidance in leveraging, measuring, and improving your performance over time.

Content (Base / Advanced)

Information architecture consultation, content strategy & oversight, content writing (amount depending on Base or Advanced pack), content & image migration, base SEO migration, and more

CMS / Publishing Platform 

The Content Management System allows the advisor firm to easily make changes to the site content (pages, images, news posts, advisor pages, menus & more).

SEO (Base / Advanced) 

The SEO Base pack (included in all) commonly results in marked search engine rank and traffic increases within months, and continued rank climbing over time.  Includes: keyword research, code optimization, meta tags, seo tool integration & setup, linking prep, automatic submission of content to major search engines.

Email (Base / Advanced)

Includes: email marketing platform setup and integration w/ digital platform. Advanced packs include: email template design, content strategy, monthly campaigns, and email marketing coaching.

Accessibility (ADA / WCAG)

Better navigate the Section 508 ADA laws, and ultimately meet clients with disabilities at the level where they are. Broader, easier access benefits everyone. See how this site performs on the WAVE ADA Tester.

Privacy (GDPR / CCPA / NYPA)

Protect, and safeguard your clients and their data. Depending on pack and firm requirements, includes: overall privacy audit, consulting for the GDPR, CCPA, NYPA, privacy strategy, and more.

Speed Pack

At Muir we take pride in the performance of our work. Slow loading pages affect your bottom line (Kissmetrics Infographic).  Faster pages = improved SEO, user experience, and better results.  This is included in everything we do. Test the speed of this site on Google. Advanced & base packs avail.

Group 5

Optional Add-ons

  • Photography, Videography Production
  • Lead Gen Document, eBook Design

The Ideal Client for this Product

  • Independent (RIA) Financial Advisor firms with $100M - $3B AUM (roughly 3-40 staff)

  • Your web, digital, or lead gen strategy has issues, needs upgrading.

  • You are a Firm Principal, Advisor, or Marketer.

  • You are excited to work directly with us as the decision maker and not through another staff member.

  • You’ve worked with a marketing, consulting, or web agency in the past

  • Not looking for an ‘online brochure’. You realize that the web & digital platforms ARE your firm (especially post-COVID), and you want to redefine that.

  • You are not in a rush or looking for a 'quick site'. You believe in doing intentional, researched, high ROI work.


Process & Timeline

Web & Digital Growth Platforms typically take from 3-6 months. Timing depends on: scope of inclusions, whether Branding is needed first, and client turnaround. Projects are broken into 4 major stages: 1) Research / Diagnostic + Strategic Plan (1 month). 2) Design (1-2 months). 3) Build (1-2 months). 4) Launch & Training (1/2 - 1 month).

Timing depends on how quickly your firm, and your decision makers are able to work, make decisions, answer questions, fill in missing content, photography, and marketing materials.  Everything we do, we do with intention, purpose, and we do it for long-term sustainable growth. Our values


Web & Digital Growth Platforms typically range from $5,000 - $100,000 (Depending on number and scope of inclusions needed).  To get exact pricing for your firm Contact Us.

What Happens After Completion

This will bring your firm to a public launch, and includes the education & training to begin using your platform, and generating leads as early as day 1.  (We’ve had clients pay for the entire cost on day 1 of the launch).  You will pay for your hosting ongoing (paid to your host, not us), but you will have no ongoing costs to us unless you decide to continue coaching, consulting, or make changes later on down the road.

Getting Started

Contact Us to get started. (Optional: For those that like to prep, feel free to review the Web & Digital Discovery Assessment, but this is optional, we will review this together).

Case Study

Small Pond, Big Fish

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Small pond, big fish: How a 3 advisor firm grew to 12, increasing AUM from $315M to $1B in a tertiary market.

Case Study

High Net-Worth, Next-Gen Earners

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Geographically distributed firm with high net-worth / next-gen focus doubles from $315M to $692M AUM.

Case Study

Tactical Brand Creation & Expansion

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Expanding a personal advisor’s brand to the firm. A new brand, web, and digital growth platform supports a $1B AUM increase.

Getting Started

Either call us: (315) 484-5989,
Or fill out the form on the right, and we'll call you.

In our first call: We will review the Web & Digital Discovery Assessment together. The Discovery meeting is a learning meeting, designed to help us understand you, your firm, the issues you're having now, and start to formulate the role web & digital will play in your strategic plan, and long term goals. We look forward to meeting you.

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