We all know a professional website is important for financial advisors, wealth managers and financial planners if they want to build trust with potential clients.

But how do you actually build a professional financial advisor website that effectively builds trust with clients?

And how do you use your website to generate new leads in the first place?

In this article you’ll learn:

  • The best website builder for financial advisors
  • How to get financial advisor exclusive leads from your website
  • How much does a financial advisor website cost
  • What are some good financial advisor website examples

Let’s get started!


Don’t build a beautiful new website and then leave it to collect cyber dust. You need a way to get potential clients to visit your website and then convert them into leads, appointments and clients. We’ve helped hundreds of business owners (including many financial advisors) do this.

Watch this video to see how you can get 10, 15, 30 or more high quality appointments each month with your ideal clients.

Best Financial Advisor Website Builder (Summary)

If you’re short on time, here are the best drag-and-drop website builders we recommend for financial advisors:

Tip: If you’re a financial advisor looking to get a website up and running, we provide step-by-step training on how to do this in our online lead gen training program. Or we can do it for you on our done-for-you package.

Top financial advisor website builders

Here is a list of the best financial advisor drag-and-drop website builders:

1. 10Web

Best overall

Click here to try 10Web for free!

10Web is an AI WordPress website builder. It’s first on this list because it combines the powerful & flexible features of WordPress with AI to help you create a website in minutes!

It’s also the top-rated AI website builder for business owners in general.

How does it work?

Using 10Web is easy. Just click on the “Generate your website” button here. Next, enter some information about your financial planning business. Then 10Web will build your whole website in minutes!

After your website is built, you can still edit the website further.

If you get stuck, customer support is super helpful and can answer any questions quickly using their live chat features.

Who is this best for?

  • Financial advisors who want to build their website themselves using AI
  • Financial planners looking to use WordPress
  • Advisors looking for a good balance between features, ease of use and customizability

Click here to try 10Web for yourself!

Note: A website builder on its own is not enough to help you generate leads. You need a way to convert your website visitors into leads & appointments automatically. Watch this video to see how you can do this.

2. WordPress with Siteground

Best when hiring a web designer and developer

WordPress financial advisor website example

Most financial advisor websites are built in WordPress, and for good reason!

WordPress is one of the best website builders for financial advisors, with hundreds of free templates to choose from it gives you lots of room to scale up and grow.

If you want to create your website quickly using AI, I recommend going with 10Web for building an AI WordPress website.

However, if you’re looking to use a variety of WordPress templates (which AI doesn’t have access to) or even hire a WordPress web developer to create a custom financial advisor website for you, then WordPress web hosting with Siteground is a good option.

You can get started with a financial advisor WordPress website + choose from a range of free WordPress finance templates by using Astra & SiteGround.


  • Most search engine friendly solution
  • Most features
  • Most customization
  • Most cost effective solution
  • Lots of free professional website templates
  • Very scalable


  • Can be a bit technical to use for beginners
  • Best if you hire an expert on websites such as Upwork or Fiverr

Check out Rockford Retirement Planning as an example of a financial planner website built in WordPress.

3. FMG Suite

Most compliant friendly website builder

FMG Suite financial advisor website example

FMG Suite is a financial advisor website builder that is built exclusively for financial advisors. They have a lot of great built-in compliance and marketing features out of the box. However, access to these extra features does come at a higher price tag.

Average monthly cost: $129/month


  • Marketing automation features
  • Built-in compliance-friendly features
  • Excellent personalized customer support


  • Can be expensive (compared to the other solutions)

Click here to sign up to FMG Suite

Check out Guardian Wealth Management for an example of a financial advisor website built in FMG Suite

4. Squarespace

Squarespace is another easy-to-use drag-and-drop website builder similar to Rocketspark. The main difference between Rocketspark (see number 6 on our list) and Squarespace is that Squarespace websites are hosted in the US with a US-based support team. In contrast, Rocketspark websites are hosted and managed in the UK, New Zealand and Australia.

If the location of your website and support are important to you, choose a website builder closest to where you’re based.

Monthly cost: $23/month


– Professional templates you can use
– Easy to get started
– No technical knowledge needed
– Cost effective


– Fewer features compared to other solutions

Check out this example of a financial advisor website built in Squarespace.

Like what you hear about the Squarespace website builder?

Click here to get a free Squarespace trial

5. Wix

Wix is another easy-to-use drag-and-drop website builder similar to Rocketspark and Squarespace. Both Wix and Squarespace have similar features, but Squarespace’s websites look a bit more modern, in my opinion.

Monthly costs: $27/month


  • Professional templates you can use
  • Easy to get started
  • No technical knowledge needed
  • Cost effective


  • Less features compared to other solutions

Click here to get a sign-up to Wix

Check out Iacangelo Financial Group for an example of a financial advisor website built in Wix

6. Rocketspark

Easiest to use

Example of a financial advisor website built in Rocketspark

Rocketspark is an easy-to-use drag-and-drop website builder focusing on creating beautiful websites with little effort on your end.

Average monthly cost: $30/month


  • Professional templates you can use
  • Easy to use and get started
  • No technical knowledge needed
  • Cost effective
  • You can build your website for free and only pay if you’re happy with it


  • Less features compared to other solutions

Click here to get a FREE 60-day Rocketspark trial

How to get clients from your website

Here are some must-have features to convert more financial planning/advisor website visitors into clients:

  • Have detailed financial services pages
  • Use blogs
  • Create SEO-optimized content
  • Send website visitors to your funnel
  • Add a website chat box
  • Have a fast loading website
  • Use lots of video
  • Use lots of images
  • Keep track of your website analytics
  • Retarget website visitors
  • Have a mobile-friendly website
  • Use call to actions to your sales funnel everywhere

Here’s a detailed overview of each feature a financial advisor website must have:

1. Have detailed financial services pages

It’s important to talk about the services you provide.

But rather than give a short overview of each service, the best financial advisor websites will go into detail and explain how each service works.

It’s also good to explain how you differ from other advisors, wealth managers and financial planners.

For example, if you’re an independent financial advisor, you can mention that unlike other financial advisors, you are not restricted from offering multiple types of products from different firms.

2. Blog regularly

To build trust with prospective clients, you need educational content to explain how you can help them.

You can do this with blogging.

But it’s important to focus on creating content (or blog articles) that actually directly contribute to more quality leads, appointments and clients.

You can do this by answering specific questions your potential clients are asking rather than writing generic financial advisor content that doesn’t ever rank higher on Google!

For example: “Are annuities a good investment for retirees in [your location]” is much better than “8 reasons why you need an annuity”.

This is the same strategy we use to rank for keywords such as ‘Annuity lead generation‘.

3. Don’t ignore SEO

All of the blogs and pages on your financial advisor website must be optimized for SEO. These days, Google uses something called “topical authority” to rank websites.

So it’s important that as part of your financial advisor SEO strategy, you have a search engine-friendly website with lots of content related to the keywords you want to rank higher on Google for.

Financial advisor SEO

It’s no longer enough to create one (or a few) blog articles or web pages and expect to rank higher on Google. You need to create lots of articles (usually at least 50) on a certain topic before Google considers you an authoritative expert.

4. Send website visitors to your funnel

Many visitors that go to financial advisor websites will not convert straight away. So, you need a way of converting the 90% or more site visitors before they leave.

You can do this with a funnel building tool and a lead magnet.

There are many types of lead magnets (free PDF guides, ebooks, webinars, etc). But for financial advisor websites, I’ve found a video sales letter lead magnet works best.

Financial advisor funnel

This is a short video that explains how you can help potential clients and what makes you different.

Watch this video if you’d like to learn how to create a financial advisor video sales letter.

5. Add a website chat box

Many site visitors are reluctant to schedule an appointment until they know for certain they want to work with you. So an easy way to get visitors to engage with you and convert into an appointment is to add a chat box (such as Drift) on your website.

Drift chat bot

The chat box allows you to answer any questions visitors may have in real time. Even if you’re not online 24/7, that’s okay! If you respond later, the chat box will automatically email the prospect a reply.

6. Have a fast loading website

Many prospects won’t wait around for your website to load. In fact, just a few seconds of extra waiting load can hurt website conversions by over 80%.

Website page speed

Page speed is also an important ranking factor with Google. So make sure your website loads as fast as possible.

7. Use lots of video

Because financial advisor websites need to build trust with prospects, video can be a great way to do that. I recommend having a video for as much content as possible.

See this video I recorded for more info on why video is important in marketing:

YouTube player

As an added bonus, you can use these videos on YouTube to get additional financial advisor leads for free.

Using video is actually one of my top financial advisor sales tips because it can be used so effectively to educate clients.

8. Include many images

The best financial advisor websites use many visuals to convey their message. Remember, a picture paints a thousand words.

So be sure to break up written content with images financial planning prospective clients will be able to relate to.

9. Track your website analytics

How do you know if your website is converting well? How do you know if prospective clients are staying on your website or leaving straight away? All of these questions can be answered if you install website analytics.

Website analytics from Google

I recommend Google Analytics since it’s free and gives you a lot of data on your website visitors.

10. Retarget website visitors

Most website visitors will leave immediately. So, if you want to convert website visitors with digital marketing, one way to do this is with retargeting ads.

For best results, use both Facebook ads combined with Adroll ads.

This will allow you to retarget people who visit your website on thousands of different websites, including Facebook, Instagram, Yahoo, Forbes, Investopedia, etc.

11. Have a mobile responsive website

Today most people are browsing the internet from a mobile device. So, to provide a good experience for any prospective client that visits your website, it must be mobile responsive.

In other words, it must work well on mobile devices, tablets and desktops.

All things being equal, mobile-friendly responsive financial advisor websites are also more likely to rank higher on Google.

12. Use call to actions everywhere

The best financial advisor websites will have a call to action to take website visitors to the next step in your sales process (e.g., visit your funnel, fill out a contact form, etc).

However, the problem is that most financial advisors do not have enough calls to action or do not make them very visible.

For best results, include a call to action in as many places as possible, including:

  • Your navigation menu
  • Website footer
  • Embedded in your website content

A call to action that leads to your funnel will also convert better than a call to action that leads to your scheduling or contact page.

If you’re also active on social media as a financial advisor, it’s also a good idea to add links to your social media channels (YouTube, Facebook, Instagram, etc) to increase your social presence online.

How much does a financial advisor website cost?

The cost of financial advisor websites can range from $100 to $1,000 per year on the low end or $1,000 to $10,000 on the high end.

The price of a financial advisor website is determined by whether the website:

  • Is using a custom financial advisor website design or a template
  • Needs to be managed by you or someone else
  • Has extra features or no additional customization
  • Is optimized for digital marketing or not

If you want the best financial advisor website solution for the long term, I recommend using WordPress. You can sign up for a WordPress website here.

How to build a financial advisor website

1-7 days (depending on experience) 7 days

Here are some instructions on building a financial planner or advisor website without needing technical knowledge or hiring a web design company or web developer.

  1. Find a website provider

    I recommend going with either WordPress (for best overall with the most features) or Rocketspark if you want a cost effective easy-to-use website builder.

    Rocketspark web host

  2. Choose a website template

    There are lots of professional website templates to choose from. Pick the one that best matches the financial services niche.

    At this stage you can also hire a web design company to build a custom financial planner website design. Just keep in mind this will increase the price significantly. Depending on the stage of your financial services firm it may or may not be needed right now.

    Rocketspark website templates

  3. Add content

    Now that you’ve chosen a template, you can start adding content related to your financial services. The best advisor websites will add as much content as possible.

    Add content to blog

  4. Create a funnel

    A website on its own is not enough to get new clients. You also need a funnel. A funnel is specifically designed to take website visitors from strangers to leads, appointments and then clients.

    Click here to see what kind of appointment funnel I recommend you build for best results.

    Video Sales Letters

  5. Link to your new funnel

    Now that you have a new funnel, it’s important you link to your funnel in as many places as possible from your website.

    Website links to funnel

  6. Create helpful educational content

    Helpful educational content will help you build trust with a prospective client and help you rank higher on the search engines. The more content you create, the higher the chances are that your website will rank higher on various search engines such as Google.

    Write High Converting Content

Best financial advisor website examples

Here are some of the top-ranking websites which rank well on Google for financial advisor-related keywords:

1. Nerdwallet

This might come as a surprise to you. Why? Because NerdWallet is NOT technically a financial planner or wealth management website. But, Nerdwallet is ranked first on Google for the term “financial advisor”.

Nerdwallet is ranked very high on Google because it has created a lot of content and established itself as an authority.

Ranking for the term “Financial advisor” is very difficult because of the high competition. So, it likely won’t be realistic for you to rank for the term “financial advisor” very quickly.

But you are a lot more likely to rank for longer thousands of other keywords. In SEO, this is called the “long tail keywords”. In other words, they are more specific keywords, with less competition. You can rank for these keywords by creating content.

Some long tail keyword ideas could include:

  • financial advisor [your location]
  • best financial advisor specializing in [type of service]
  • What is the best [type of financial advisor service]
  • How to [something related to retirement planning]
  • Etc

The idea is the more content you create, the higher you will rank on Google

See Step 4 in this video to learn more about what kind of content to create to rank higher on Google.

2. Investopedia

Similar to Nerdwallet, this is not a wealth management firm and does not offer any financial services. However, Investopedia currently ranks number 2 on Google for the term “financial advisor”.


Similar to Nerdwallet, they have a lot of content on financial-related topics and have established themselves as an authority.

3. Edward Jones

Edward Jones ranks quite high on Google for financial advisor-related search terms. This is because they’ve created a lot of content on various topics related to wealth management and financial services.

4. Ameriprise Financial

This is another financial planning website that is ranked high on Google.

Like Edward Jones, they have a lot of helpful educational content with infographics, statistics, videos and more.

5. eMoney Advisor

This website isn’t technically a wealth management firm but they do provide financial advisor planning software.

They have a wealth of content, including blogs, case studies, ebooks, videos and more.

What do all these financial planner websites have in common?

All these financial advisor websites create a lot of content.


Content helps these advisors rank higher on Google and content helps convert strangers into the next step of their sales process.

What can you learn from other financial advisor websites?

The best financial advisor websites create content. So you need to create content on your website that answers the questions your potential clients are asking.

This allows you to generate leads for free from Google and to convert leads into clients more easily.

If you’re looking to get more leads, appointments and clients from your financial planning website, then creating content is one of the best ways you can do this.

To learn what kind of content advisors must create for best results, click here to watch this video. The video will also explain how to use a funnel, video sales letter and follow up emails to maximize your results from the content you create.


Do financial advisors need a website?

Yes, a website is essential for financial advisors if they want to generate leads, appointments and clients. Before a prospective client works with a financial planner, they will want to make sure they can trust them. A website is critical to building trust with potential clients.How to build your own website

How do I promote myself as a financial advisor?

The best way financial advisors can promote themselves is by using digital marketing.

See also: Digital marketing for financial advisors

Financial advisor warm leads

Where can I find a good financial advisor website developer?

The best place to find a good financial advisor website developer is by hiring a freelancer on either Upwork (best for hiring a web developer for a long-term project) or Fiverr (best for hiring a web developer for small projects, bug fixes, website changes, etc).