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By Amanda Larson Showcase

The Best Financial Advisor Websites: Summer 2017 Edition

4 minute read
The Best Financial Advisor Websites: Summer 2017 Edition Featured Image

Since we started Twenty Over Ten in 2014 it’s been our mission to help financial advisors create beautiful and compliant websites that are tailored to their unique brands. Everyday we work with truly amazing advisors but there are always a few websites we hold near and dear. We’re thrilled to share with you our Summer 2017 edition of the best financial advisor websites. From video and form integration to stunning design and more this top 5 best financial advisors’ website roundup does not disappoint.

1. Braun-bostich & Associates

The Braun-Bostich & Associates website has become one of our many favorites because of its cleanliness and use of CTAs (Calls-To-Action). They have a very simple and clean contact form, encouraging visitors of the site to contact to learn more about Braun-Bostich. The site also includes a very robust resource center with logins for clients such as Riskalyze, calculators and a blog.

best financial advisor websites: braun-bostich & associates

2. Lyra Wealth management

Based in Switzerland, Lyra Wealth Management launched a clean and sophisticated website with very straight-forward content developed by Wendy J. Cook Communications. We love the use of compelling CTAs and the use of unique landing pages to further promote and sell their products and services. For example, this landing page entices visitors to purchase their “Heal Your Investments” book written by Trevor Pavitt and Alexander Arnbäck, the founders of Lyra.

best financial advisor websites: lyra wealth management

3. Quarry Hill Advisors

We love the site designed for Kyle Moore of Quarry Hill Advisors and it’s use of patterns and textures throughout as opposed to stock imagery. The use of graphics and icons to separate out content sections also makes for really great visual interest and general site flow. And it would be very remiss of us to not mention the seamless integration of ScheduleOnce and MailChimp, which truly turns the Quarry Hill site into a lead generation hub.

best financial advisor websites: quarry hill advisors

4. Sequinox

The Sequinox team has done a fantastic job of incorporating their own photos and videos into their website, giving visitors a true feel for the team and their hospitality. The custom photography and video of their team help to convey the feeling that their team is truly an ‘extended family’ for clients. We also have to give a shout-out to our friends at Snappy Kraken for working with Sequinox on the copywriting for their site.

best financial advisor websites: sequinox

5. White Oak agency

The White Oak Agency site is Justin Holtz’ second site designed by Twenty Over Ten that focuses solely on his insurance coverage services. With the use of multiple forms Justin is able to gather customized visitor information to better nurture leads and paint a clear picture of what needs his prospective clients have. The “get a quote” feature on the White Oak site also makes it easy for prospects to get individualized quotes on things like auto, condo, motorcycle insurance and more.

best advisor websites: white oak agency

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You may also like: The Best Financial Advisor Websites: Spring 2017 & The Best Financial Advisor Websites of 2016