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Are they finding you . . . or your competitors?




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 Comprehensive Audit & Marketing Plan, 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

Each website is different and we always personalize our approach depending on our client’s needs. For our initial SEO work, we focus on the most urgent tasks that will have the greatest impact in improving your website’s performance.  Specific tasks may differ per engagement but most foundational SEO work covers a wide range of areas to ensure your site is tagged properly and relevant to your business prospects’ search queries. Depending on the competitiveness of your market, it may be all that you need to rank locally and organically for your keywords.

Our Foundational SEO package includes:

1. Organic SEO
Detailed Keyword Research
Map existing content/pages
Identify Content Gaps
Optimize existing content
Apply Title Tags and other Meta tags to Content
Optimize Internal Linking
Optimize External Linking
Identify and repair broken links

2. Local SEO
Claim and Optimize Google My Business Page
Claim and Optimize other Local Search Engine pages
Check the consistency of NAP (name-address-phone number) on your website and across the web
Set up and optimize Super Aggregators and other relevant citations

3. User Experience
Optimize for Mobile Friendliness
Optimize loading speed
Create AMPs (Accelerated Mobile Pages)
Review website security
Create Structured Data
Create and Submit XML Site Map

2. Advanced SEO

Monthly Fee Starting at $800/month

Ongoing customized SEO work 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) should be completed prior to undertaking specific ongoing strategies so that your website first has a solid structure and best practices in place.

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

  • Ongoing Link Building
  • Content marketing strategy and implementation
  • Press outreach campaigns
  • Blog restructuring and optimizing
  • and more

3. Biannual SEO Checkup

$1,400 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

    $199 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.

      For transparency, we’ll also provide a detailed report that shows before-and-after speed test and security results. We’re typically able to reduce loading times by 30% to 70% and ensure our client sites load faster than 90% of their local competitors.

      Ready to get started? Questions? Contact us.