Lightning-Fast, SEO + AI-Optimized Websites for Independent Financial Advisors That Actually Convert

FREE SEO Audit:

Search engine + AI Search optimization

Comprehensive and effective SEO + AIO services for financial advisors.

WordPress Websites

Your website is your core digital asset. We’ll build an amazing site to help your business thrive.

High-Performance Hosting

You deserve the best. Ensure your website loads faster than 99% of other advisors.

Convert Your Website into a Lead-Generation Machine And Stop Chasing Referrals

AI is changing everything…and that’s good news for independent advisors.

Why? Because smart, small firms who embrace the right online strategy now have a real chance to outrank larger firms with bigger budgets and establish themselves as the go-to option in their niche.

Not all advisors are created equal and not all websites either. We choose to help independent fiduciary advisors— the types that put clients over commissions and conflicts of interest— transform their websites into fast, findable, lead-generating machines.

If you fit that description, let’s take advantage of this AI shift and take your businesses to the next level.

Here’s how we support advisors:

  • We build lightning-fast websites that outperform 90% of competitors. (See Why Premium Hosting?)

  • We craft content that ranks, resonates, and converts.
  • We host WordPress sites on top-of-the-line, high-speed servers in 10+ locations around the US.
  • We educate advisors on SEO, AI search optimization, traffic metrics, and lead funnels.
  • We turn online visibility into consistent, qualified client growth.

Since 2010, we’ve helped dozens of advisors shift from referral-only growth to scalable, intentional lead generation online.

 

Financial Advisor Marketing Agency

Traffic. Leads. Clients.

For more than 15 years we’ve been obsessed with understanding how Google works and how to apply that knowledge to help financial firms grow their bottom lines through SEO.

SEO + AI Search Optimization Strategy that Works

Now that many people use AI to find an advisor, we’ve adopted our strategy to help clients also get to the top AI engine recommendations.

We follow a proven 3-pillar system:

  1. Technical superiority

     

  2. Intentional content

     

  3. Authority-building in your niche

     

Every stage is trackable. Every improvement is measurable. We don’t “guess”—we guide with data.

Proof:
 Advisors typically see 40–70% speed gains after migration—and many go from invisible online to industry leaders in their niche. We measure these improvements and benchmark against competitors, providing transparent before-and-after reports. 

We focus on quality over quantity, working with only a few dozen forward-thinking and fast-growing independent advisor firms. We’re the go-to website and SEO partner for several leading advisor marketing consultants, and have been featured in major advisor industry and SEO publications.

If you’re an independent fee-only, fee-based, or flat-fee advisor tired of relying solely on referrals, let’s chat.

 

Testimonials

Jane Yoo, Jane Financial Brien has taken my website and marketing to a new level. The majority of my prospective clients find me through internet searches. Although two years of blogging helped attract attention, I needed to work on SEO to attract more qualified leads, particularly after raising my minimum retainer. Brien’s SEO expertise was invaluable since I was a total novice.

The Website Hosting service dramatically improved my site speed, which is a key component of SEO. The Website Audit improved the SEO of all of my website pages and blog posts, and guided my marketing plan for the year. I highly recommend Brien to other independent fee-only financial advisors.

Jane Yoo
Certified Financial Planner and Fee-Only Advisor
Jane Financial

Georgia Bruggeman, CFP The biggest driver of me hiring Brien was I had no time to focus on SEO and I do not have the skills. There is a lot to know. My time is better spent on planning and managing portfolios for my clients. They do not pay me to optimize my website!

Not long after Brien began doing SEO for our website we noticed a higher volume of calls and emails inquiring about our services. It has only increased since then. SEO has had a significant impact on the volume of traffic to our website resulting in new prospect meetings.

Georgia Bruggeman
Fee-only Financial Planner
Meridian Financial Advisors

Home When we decided to update our website to be more reflective of our company image, Brien Shanahan was instrumental in helping us incorporate SEO coding throughout the development phase to ensure that our site was present near the top of search engine results. With his help, we have definitely noticed an increase in the number of qualified prospect inquiries to our firm.

Sarah Buenger
Certified Financial Planner
Paragon Financial Advisors

Wade Chessman, CFP After hiring Brien, we received a number of leads and recently added new A+ clients who found us using a Google search. Brien worked closely with me to make my website SEO friendly while at the same time maintaining the look and feel that I wanted. I would highly recommend this team because they work with you to understand your needs and then develop a customized solution that delivers results.

Wade Chessman
Certified Financial Planner
Chessman Wealth Strategies