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Search Engine Optimization (SEO) for Financial Planners

Search Engine Optimization (SEO) is one of the best investments you can make towards growing your business, but it gets more competitive and challenging every year.

Your success depends not only on your marketing efforts, but also on your location and your competitors.

Generalized SEO service offerings don’t work. You need a unique strategy for your unique situation. That is why recommend most firms begin with our Advisor Marketing Prospectus, so we can determine the best opportunities specifically for your business.

Upon completion of the Advisor Marketing Prospectus, we will have a good understanding of your firm, the competitive landscape, and how you can best grow your business online. We’ll design a detailed, actionable plan to beat out the competition and land new clients.

Why are we the best SEO firm for Advisors?

Our team has been focused on SEO for financial planners for the past decade and we know how to get results. We’ve helped dozens of firms, large and small, use the web to propel their growth. We selectively choose our clients and will only work with you if we are confident that we can help you succeed.

We believe in complete transparency and always track your before and after metrics so you can be sure you’re investing your marketing dollars wisely.

We are among the only advisor SEO firms willing to bet our money on your success. After analyzing your website and determining what it would take to gain top ranks in search engines, you may qualify for deferring 50% of our SEO fees until we’ve hit our milestones and you’re positioned to get new clients online.

Along the way we provide monthly progress reports outlining the work that has been completed, the results that we have achieved, and the focus of our work for the next stage of implementation. In addition, you have 24/7 access to our SEO dashboard which will display your rankings for your keywords.

SEO for Financial Planners

SEO Services for Financial Planners

Starting at $2500/Project

1. Foundational SEO

This is a standard SEO package. Depending on the competitiveness of your market, it may be all that you need to rank locally and organically for your keywords.

It accounts for what pages should be part of your website, keyword optimization for those pages, setting up your site for local search (Google Maps) through optimization of your Google My Business page and the application of other local ranking signals.

2. Advanced SEO

Monthly Fee Starting at $500/month

Customized SEO package that is designed to move you to the top of your specific target market. The foundational work (covered in our Foundational SEO package mentioned above) will need to be completed will prior to undertaking advanced SEO.

Your Advanced SEO package will be based on your specific SEO competitors, location, and niche market. It may include:

  • Ongoing Link Building
  • Ongoing Content Marketing Strategy
  • Press Outreach campaigns
  • Blog restructuring and optimizing
  • and more

3. Biannual SEO Checkup

$500 per Checkup, paid annually

Keep your website and SEO tuned up with our biannual check-up. This is a manual review and report of your website and SEO by our experts to ensure that your marketing efforts aren’t going to waste.

    4. Ongoing SEO Monitoring and Reporting

    $49 per month

    Monthly reporting of your keyword rankings, SEO, and other key website performance data. Includes detailed reporting, an executive summary of the data, and 24/7 access to your SEO dashboard.

      5. WordPress Security Hardening + Speed Optimization


      Website speed and security are two essential areas that are frequently neglected by website owners. A failure in either area can knock you out of search results.

      We’ll tighten the ship and get it soaring past competitors. We employ the best security practices to keep your site safe and make sure it loads in an instant. 

        Ready to become a Top Ranked Advisor? Compete the form below.