Can they find you?
Search engines and AI assistants need clear business details. We look for missing information and conflicting answers that can make your firm harder to identify.
For independent financial advisors
Good advice deserves to get found.
You help people plan their future. We help the right people find you, understand your value and take the next step.
Websites. SEO. AI visibility. Plain English.
FROM A RECENT WEBSITE REVIEW
Cloudflare readiness score
43/ 100
Recorded October 18, 2026
Our manual review
You’ve built a business around trust. Your website should make that easy to see.
The website gave different answers about the office address, costs and who qualifies for each service.
- Conflicting details
- 3
- Useful improvements
- 4
- Ways to stand out
- 4
Your website should open doors.
Not leave people with more questions.
A little less mystery
Let’s see what your website is telling people.
Before we recommend a rebuild, we look at what’s already there. The good bits, the confusing bits and the things worth fixing first.
Can they understand you?
Who you help, what you offer, what it costs and how to begin. People should find those answers without a scavenger hunt.
Can they trust what they find?
We check whether your people, experience, services and sources are easy to verify. Old prices and outdated pages don’t get a free pass.
Useful beats impressive
A report you can actually use.
You get clear findings, the sources behind them and instructions you can send straight to your website provider.
Fix it yourself, bring in your agency or ask us to handle it. The review is yours either way.
Start with the free auditWHAT A FINDING LOOKS LIKEIllustrative example
Fix Immediately
One firm.
Two office addresses.
Your contact page and current disclosure list different addresses. A potential client shouldn’t have to guess where to meet you.
What to do
Confirm the correct address, then update the pages that disagree. If meeting and mailing addresses differ, explain why.
Choose the help you need
Start small.
Build from there.
Your AI Agent Audit is free. Want a closer look at SEO or someone to look after the whole site? Here’s what that costs.
A closer look at search
SEO audit
$49 one time
Find the things that could help more of the right people discover your firm.
- Technical SEO, page titles and headings
- Local search and competitor SEO analysis
- Internal links and page structure
- Priorities your website provider can act on
A separate assessment from your free Agent Audit. Implementation is not included.
Request an SEO auditYour website, looked after
Build & manage
$299 / month
A new website and someone to keep it useful, accurate and current.
- Three design directions to choose from
- New website and a planned move
- Hosting and unlimited content updates
- Monthly SEO and AI readability improvements
- A clear report of what changed
You approve financial content and claims. We handle the website work.
Let’s talk about your siteGive people a reason to visit
Build & grow
$699 / month
Everything in Build & manage, plus tools that help start conversations.
- Three design directions to choose from
- Website, hosting and ongoing updates
- Monthly SEO and AI visibility work
- Custom calculators and useful tools
- Clear next steps for interested visitors
We agree on tool ideas, scope and timing together. You approve financial assumptions.
Let’s talk about growthWe can promise the work. We can’t promise a search ranking, an AI recommendation or a particular number of leads.
Fair questions
Before you ask.
Why focus on financial advisors?
Your website has to earn confidence before someone will discuss their finances. Clear fees, verifiable experience and an easy next step matter. We build the service around those decisions.
What does the free audit include?
A review of how clearly your public website identifies your firm, explains your services and supports trust. You receive findings, supporting sources and practical instructions. It is a focused review, not an exhaustive examination of every page or a full SEO audit.
What does AI visibility actually mean?
Making your firm’s information easier for AI assistants to find, read and verify. We improve the information and structure you control. We do not control whether an assistant recommends your firm.
Do I have to move my website?
No. Start with the audit and share it with your existing provider. If you choose a build plan, we agree on the pages, content and move before starting.
Who reviews the financial content?
Your firm. We prepare and publish approved updates, but financial advice, disclosures and compliance decisions remain with you and your reviewers.
Can I buy or book directly here?
For now, send a request below. We’ll arrange the next step with you. No payment is taken and no subscription begins when you submit the form.
A good place to start
Let’s take a look
at your website.
Send us your URL. We’ll review how clearly your site explains your firm and show you what’s worth improving.
No jargon. No disappearing into a dashboard.
Just a useful place to begin.