Financial Services web design agency
A financial firm's website has two readers, and one of them has a red pen.
We'd expect the prospect to want to know how you're paid and who will handle the money. Your reviewer wants to read every sentence. We build for both, and we plan the work around the second.
Free 15-minute call · written quote · build starts within 24 hours
Fixed prices, published
- Up to 10 pages$1,500
- 11 to 20 pages$2,250
- 21 to 50 pages$3,750
- 51 to 70 pages$5,750
Each one includes SEO, design, content writing, content management, lead forms, online booking and a year of support. See the full price list.
What we measured
20 independent Phoenix-area finance and insurance firms, tested on a simulated phone. Homepages only, totals only, and no business is named.
64median mobile speed score, of 100
5.8suntil the main content shows
10%offer online booking on the homepage
45%show a phone link and no form or booking
From our Phoenix-area website tests. A small group can swing on a few sites.
Plan the site around the red pen.
Our read of the first reader: someone holding a shoebox, a windfall or a late close, who got your name from a friend and came to check. They want to know how you're paid, who you work with and what happens at the first meeting. If the site won't say, we'd expect them to assume the answer is unflattering.
On 45% of the 20 finance and insurance firms we tested, a phone link is the only way in from the homepage. 10% offer online booking there. Talking to a stranger about your savings is a lot to ask of a person who's still deciding. In our opinion a booking page that asks for a name, a time and a general topic, and for no account numbers, is open ground. Conversion work starts there, with the smallest step a careful person will take.
The second reader is whoever signs off: a compliance officer, a broker-dealer, outside counsel, or you. We don't know what applies to your registration and we won't guess. We'd draft in plain language, flag each claim and send it over. Most sites go live in 7 to 10 days, and review time belongs to your reviewer, so we start that conversation first. Our prices are published, which seems only fair on a page about fee disclosure.
What we build against
- A referral looks you up and finds a sunset, a handshake and no word on how you're paid.
- Copy sanded so smooth by fear of review that it could belong to any firm in the country.
- A free-text box on the contact form, into which someone may one day type an account number.
- Disclosure wording pasted by hand across forty pages, each copy a little different from the last.
- Credentials shown as a row of letters the reader can't decode.
Inside a financial services website
Say what you do. Let the reviewer read it.
Start with a page we'd expect many firms to leave out: how you're paid. Fee-only, commission, hourly, flat or a mix, said plainly and cleared by whoever clears your words. We've made the argument for showing the fee elsewhere, and our Harbor Ledge demo, a fictional advisory, shows a homepage built around what a fee costs. What your own firm may publish is your reviewer's call.
We built Interim Controller & CFO Partners along these lines. The site asks a worried owner why they came today and routes each answer to a named seat, interim or fractional, CFO or controller. Starting prices are published and set by deliverable rather than by the hour. That's one firm's choice for its own practice. Yours may differ, and your reviewer may have views.
Getting found is slower for a careful firm, because every page has to pass a reader. So we'd plan fewer pages and better ones: search work on the questions your clients ask, articles your reviewer can clear in one sitting, and email timed to your own busy season. We can't promise rankings. We'd plan it so your reviewer doesn't meet a page for the first time on the live site.
The pages a careful firm's site needs
How we're paid
Your fee structure in plain words, cleared by your reviewer. Our read is that a referral looks for it first.
Who we work with
The clients you fit and the ones you don't, in your own words. The wrong fit saves you both an hour.
People and credentials
What each person does, what each credential is and what the letters mean, in wording your reviewer has read.
Your first meeting
What happens, how long it takes, what to bring and what it costs, if anything. Fear of the unknown is a poor sales tool.
Disclosures and documents
Whatever your compliance person says belongs in public, at an address that stays put when the site changes.
Client login and upload
A plain link to the portal you already use, so a tax return has somewhere to go besides a website form.
Seasonal checklist
For tax and bookkeeping practices, what to gather and when. We'd hope for fewer first appointments spent hunting for a form.
What we'd build for a firm that gets reviewed
Disclosures kept in one place
The text lives once and appears wherever your reviewer puts it, so a change in wording is one edit. That's how we'd set up the content management in your package. What the text says is your reviewer's department.
An intro call that asks for little
Online booking comes with every package. We'd set it to ask for a name, a time and a general topic. Tracking then shows which pages lead to a booked call, without the site holding anything about anyone's money.
Forms that don't collect what you don't want
We built Stock Power Gauge to work from an uploaded CSV, with no brokerage login and no API keys. The same instinct applies to your contact form. Short fields, and a note about what not to send, worded by your reviewer.
Calculators that show their work
A loan or savings tool with every assumption on the page, labeled as an illustration in words your reviewer approves. We built the payoff engine in Delete Debt AI. Custom tools are quoted separately, from $575, depending on complexity.
Dated copies of pages, if asked for
If your reviewer wants a record of what the site said and when, we can build one, quoted in writing. Ask them what has to be kept and for how long. We don't know, and we won't guess.
What a red pen would find first
- Headlines that promise a number, on a site whose disclosures say nobody can promise a number.
- A contact form with room for a Social Security number. We'd expect it to get one eventually.
- Letters after a name with no word on what they mean. We'd guess three credentials look alike to a stranger.
- Treating review as the last step. Copy that reaches the reviewer the day before launch launches late.
Why a firm like yours hires us
We stay out of your reviewer's way
We don't decide what's allowed. We'd give your reviewer a clean draft with the claims flagged, and change the wording without an argument.
We've built around money before
Interim Controller & CFO Partners, Stock Power Gauge and Delete Debt AI are in our portfolio. A talk about calculators, or about where the numbers live, doesn't start at zero.
A price you can put in a budget
Fixed by page count, written down before any money moves. You'd ask the same of anyone else handling your books.
Financial Services work, live right now.
The full portfolio
They made the technical side feel clear.
We talked about goals first — then platforms, content, search, and automation.
First class all the way!
From the prompt communication, being available seven days a week, to the nuts and bolts of getting our project completed on time and on budget — I highly recommend!
A complete demo for this trade
The calculator that shows the fee.
Harbor Ledge is a financial advisory firm we invented so you could see the work instead of reading about it. Institutional navy and gold, a compound growth model over thirty years, and the line most calculators leave out: what the advisory fee costs you by the end of it.
Open it on a phone. That is where the difference between a real build and a template stops being a matter of opinion.
Harbor Ledge is fictional. The design is not.
Questions we hear a lot.
What does a website for a financial firm cost?
Fixed prices by page count: $1,500 for up to 10 pages, $2,250 for 11 to 20, $3,750 for 21 to 50 and $5,750 for 51 to 70. Every package includes SEO, design, content writing, content management, lead form capture, online booking, one custom third-party API integration and a year of support. Calculators and portals are quoted separately, from $575, depending on complexity. There's 0% financing with 25% down, up to 12 months on any project, and financed projects are hosted on the DataCram platform for the length of the plan. See pricing. The price doesn't include your reviewer's time, which is yours to account for.
Can you tell us what our site has to disclose?
No. That depends on how you're registered and who supervises you, and it's a question for your compliance team or counsel. We put their wording where they want it and keep it in one place. We give no legal, financial or compliance advice, and we don't describe any site as compliant.
Can we use client testimonials or performance figures?
Take that one to your compliance team. If they clear it, we build the section to carry whatever statements they want next to it. Until they do, we leave it off, and the site argues from your process, your people and how you're paid.
How does the schedule work with a compliance review?
Build starts within 24 hours of your go-ahead and most sites go live in 7 to 10 days. Review runs on your reviewer's calendar, so ask early how long they need. We'd send the copy as a document first, then the pages, so they read each sentence once and aren't surprised later.
Should we publish our fees?
Our opinion is that prospects go looking for how a firm is paid, and we've written up why. Whether you publish them, and in what form, is for you and your reviewer. We'll build whichever version they clear.
Where should clients send us documents?
Where client documents may go is for your compliance or IT people, and that's not advice we give. Our default is to link to the portal or service you already use and leave document upload off the website forms. We'd make that link easy to find from every page.
Will this bring in new clients?
We can't promise that. We can make the site answer what a referral came to check, give them a Google profile that agrees with it, and show you which pages lead to a booked call. The rest is your market, your reputation and your first meeting.
Will this approach fit CPAs, lenders and insurance agents?
We'd expect so. The method carries over from the finance-leadership firm and the two financial software products we've built: plain pages, one way in, and your reviewer's word as final. If you're a CPA or an adviser with a broken site and no time, repair may come first.
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Bring us your reviewer's first objection.
Fifteen minutes with the developer, a written flat quote, and a schedule that leaves your reviewer time to read.