Financial advisor web design
Prospects research an advisor long before they email one. We build advisor websites that communicate trust, explain your process clearly, and hold up to compliance review.
The website your clients expect to see
Prospects research an advisor quietly, sometimes for months, before reaching out. Your website does the early relationship-building: who you serve, how you work, and why you can be trusted with what they have built.
What’s included
Trust on arrival
Credentials, fiduciary positioning, and a clear story about who you serve, structured the way prospects evaluate advisors.
Compliance aware
Built to accommodate your broker-dealer or RIA review process, with disclosures where they belong.
Process made clear
Your planning process explained step by step, so prospects arrive at the first meeting already sold on how you work.
Lead capture that fits
Scheduling, guides, and contact paths that match a relationship business, not an ecommerce funnel.
Serving: clients nationwide · Based in Utah
Features that win more clients
Trust-first design
Credentials, fiduciary positioning, and clarity about who you serve.
Process pages
Your planning process explained step by step before the first meeting.
Compliance-aware build
Structured to accommodate broker-dealer or RIA review, disclosures included.
Lead magnets
Guides and checklists that capture the researchers not ready to call.
Meeting scheduling
Calendar booking that fits a relationship business.
Advisor bios
Backgrounds and designations presented the way prospects vet advisors.
Service tiers
Planning, wealth management, and specialty services on their own pages.
Client login links
Portal links surfaced where existing clients expect them.
Review & testimonial handling
Social proof used within what your compliance allows.
Local SEO foundation
Schema and structure for advisor searches in your area.
Mobile-first design
Clean reading experience on every device.
Easy self-editing
Update market commentary and team without a developer.
How it works
Discovery
You’ll book a discovery call where we’ll see if we’re a match to work with each other. On this call, we’ll talk about your needs, wants, and goals for the website.
Design
We’ll build out a custom wireframe design and make sure it’s a design you love. We use Figma, so revisions and feedback are easy.
Build
We’ll develop the wireframe page by page. Using workflow.design, you give real-time feedback while you watch the website being developed.
Launch
With your green light, we finalize the website and get it live. You get a full video guide to manage the site on your own, plus 30 days of free email support.
Related work
View all work
Hi, I’m Dylan
Founder of Highr Labs. When you work with us, you work with me: the same person who designs your site writes the code, answers your emails, and picks up when something breaks. Squarespace made us a Platinum Circle Partner for a reason.

What clients say
“Contracted Dylan for a project, from a referral. I discussed my problem, and he creatively came up with a solution, and he executed it as promised. We had two calls, one for project scope, and the other for delivery. Always prompt on email. Glad I’ve found him, will use again.”
“Dylan was very professional and helped me build my Squarespace website. He guided me through the whole process and made it easy.”
“Dylan is patient and easy to work with. Highly recommended!”
From the studio
Financial advisors website FAQs
Most advisor sites land between $2,500 and $5,000 with a fixed quote up front.
It is built to accommodate your broker-dealer or RIA review process, with disclosures placed properly. Final approval always sits with your compliance team.
Yes. Calendar booking and downloadable guides are standard parts of advisor builds.
Most advisor sites hand off in 2 to 5 weeks.
Yes. Commentary, bios, and disclosures are all editable with the included video training.




