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By Blair Kelly Showcase

The Best Advisor Websites: Winter 2022 Edition

11 minute read
The Best Advisor Websites: Winter 2022 Edition Featured Image

Spring is in the air, and we couldn’t be happier, however, we had a lot of great website launches in the winter that got us really excited. As always, it was hard to narrow it down but these seven websites really stood out.

7 of the Best Advisor Websites

1. Peabody Wealth Advisors

Based out of Danvers, Massachusetts the Peabody Wealth Advisors site uses our Fresnel framework to create a clean and modern impression for both first-time visitors, and clients alike. There was so much to love about this website and the design, including a strong blog section to drive traffic, strong bios and so much more. Something that did stand out to us was their FAQ page. Including a page dedicated solely to answering frequently asked questions is a great way to streamline the process and make that first initial meeting more productive.

Peabody Wealth Advisors

We need to get rid of all of the jargon. We need a FAQ section for novices like me who know nothing about investing and can be intimidated when we go on a financial website.

-Caroline Murray, Marketing Manager

As you can see from the quote above, Peabody Wealth Advisors had the right idea about speaking to their audience and they made it happen with their FAQ page. And they answer the question in an incredibly personal and “human” way, which makes this section that much better.

Peabody Wealth Advisors

2. The Unbiased Advisor

Built on the Iris framework, The Unbiased Advisor is a unique website that does a great job of showing off where they are located with the beautiful snow-capped mountains of Colorado. They emphasize the one-page fits-all style since their landing page contains a majority of the site’s content. The buttons are easy-to-navigate buttons so you never have to worry about finding what you need. When landing on their website, visitors can quickly self-qualify and see what they can expect when working with this amazing firm.

The Unbiased Advisor

And as you know, we discuss the importance of blogging and how consistently creating well-written content can really boost your online presence and drive traffic to your website, so we were thrilled to see that they have a strong blog section despite just recently getting started. As you can see towards the bottom of the blog, they have included video in their content strategy, as well, which is a great way to connect with your audience through a different medium.

The unbiased advisor blog

3. Beyond Your Exit Wealth Management

Built on our Fresnel framework, Beyond Your Exit Wealth Management creates a striking first impression that emphasizes the quality of its firm. There is an emphasis on quality is echoed throughout the site, as the intent of each page is elevated beyond standard expectations.

Beyond Your Exit Wealth Management

Showing your personality on your site is a great way to connect with potential clients, and they have a great bio page that really shows off the personal side. Founder and CEO, Tom Poltersdoft Jr. CFP®, CEPA has shared a picture of he and his family so that visitors can get a small glimpse into his life outside of work. Also, we love that he has written his bio in the first person, which is something that we always suggest to advisors. He tells visitors what he does at work while also sharing his hobbies outside of work, which is generally what connects more than the work aspect. Including certifications and affiliations is a great way to incorporate social proof, and shows that you are trustworthy.

Tom Poltersdorf Jr., CFP®, CEPA

4. Accrū Wealth

Built on our Fresnel framework, we are loving the bright color palette and clear copy that Accrū Wealth uses. Throughout the entire website, there is an emphasis on trust, as each page shows the relationship between the client and advisor. This is evident immediately upon landing on their website, as the hero text says, “Your Trusted Partner.”

accru wealth management

On their “Approach” page, again, they do a great job of showcasing how much they care about their clients, and how it is so important for them to form a strong relationship. When you are going to be working closely with clients to help them plan out their financial future, showing that you really care and showing the “human” side to your brand is going to be key, and they do a great job at this. Putting prospects and clients at ease right off the bat is so important to starting and maintaining that strong relationship that really gets results from the start.

Accru Wealth Management our approach page

5. Harvest Wealth Group

Harvest Wealth Group was built on the Prism framework which showcases a modern and professional design. Video hero images are increasing in popularity, and we love the one that they have chosen. When you land on their homepage, you’re immediately filled with a sense of calm, as the lighting gives off the feel of a setting summer sun.

Harvest Wealth Group

No matter how good your website is, if it doesn’t have strong calls to action, then it’s missing a major change to connect. Without a CTA, your visitors will not know what step to take next, so it’s important that your website has one that really stands out, and Harvest Wealth Group has exactly that. As you can see below, when you scroll to the bottom of the page after they explain what it is like to work with them, there is a CTA that says “Schedule Time to Begin.” They have call to actions on each page, which is a good idea as different people will resonate and want to connect throughout different places on the website.

What to expect harvest wealth group

6. Synergy Wealth Partners

We love the wording, “Find Balance in Your Financial Life,” which Is what Synergy Wealth Partners will help you do. Based out of Marlborough, Massachusetts, Synergy Wealth Partners was built on our Fresnel framework and boasts a streamlined, easy-to-navigate website.

Synergy Wealth

In addition to a FAQ page, they have included questions that you should ask yourself when thinking about your financial future just below the fold. And then once you see the pressing questions that many people have, they provide the option to reach out with the CTA below. Providing thoughtful questions and context like this

Synergy Wealth pressing questions

7. Boston 128 Companies

Boston 128 Companies has a stunning video hero image, which immediately draws in visitors. First impressions matter and they certainly make a strong one. Right below the hero text, they provide a CTA where visitors can learn about their DRIVE Process™, which is unique to their company.

Boston 128 companies homepage

Boston 128 Companies’ DRIVE Process™ is an innovative five-step approach to planning whereby we design customized financial strategies, implement a road map for investing, and drive you toward your personal financial success. Infographics are a great way to draw in your audience and also break down a lot of information in a straightforward way, so we are loving the one that they have created.

DRIVE Process

That’s a Wrap

How good were those websites?! It’s always hard to choose our favorite websites because all of them are so awesome, but we think these ten are pretty great. From streamlined navigation to awesome CTAs and more, these websites definitely stand out. We can’t wait to see what’s in store for the coming months!

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About the author

Blair Kelly

Blair is a Social Media Strategist at FMG Suite and Twenty Over Ten and has a passion for uncovering what drives online traffic and the highest engagement. She follows more animals on Instagram than humans and her greatest achievement is her daughter, Grey.

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