Squarespace Websites and SEO for Professional Services
Get Your Financial Advisor Website
We help wealth advisors and financial planners like you elevate your online presence through story-driven websites designed to grow your business.
✓ Look professional
✓ build trust
✓ Win more business
You’re a financial professional, and you need a website that helps you look the part.
But if you’re like most advisors or planners we work with, you’re facing at least one of these problems:
You’re hesitant to send prospects to your site because it looks outdated or DIY
Your message is buried in jargon or generic copy that doesn’t show your true value
You’re not showing up in search, so referrals stall and cold leads go nowhere
Knapsack is the simple way for financial advisors and planners like you to get the best website possible
Professional Design
Every site we build is custom-designed to match the personality of your financial business and attract your ideal clients.
Fast Turnaround
Once we prep, we often build consultant websites in as little as one day! Our clients love watching the site come together via video call.
Clear Communication
Tired of being ghosted? Always know what’s happening next, when it’s happening, and who’s responsible.
Our Beautiful Squarespace Websites are Built to Grow Your Business
Get More Clients
When your message is clear, prospective clients don’t just browse—they feel confident enough to take action. We apply proven StoryBrand techniques to clarify your value prop and speak directly to what your ideal clients are searching for—whether they’re Googling “retirement planning near me” or comparing fiduciaries.
Book More Calls
Your website should guide potential clients toward action—not leave them confused or clicking away. Our websites are conversion-focused from top to bottom, making it easy for future clients to understand what you offer, why it matters, and how to take the next step. The outcome: more booked calls, more qualified leads, and more ideal-fit clients ready to invest in your financial expertise.
Get Found Online
We combine strategic SEO with smart site structure to help your advisory business show up for keywords like “independent wealth advisor” or “fee-only financial planner.” From local visibility to national positioning, we help you rank, and get discovered.
Build Instant Trust
Trust is everything in financial services. Your website should immediately communicate professionalism and reliability. We design Squarespace sites that feel as refined as your services, ensuring visitors know they’ve come to the right place. Every element is built to guide them toward booking that first call.
The proof is in the portfolio
We build websites for all kinds of professionals
Accountants/CPAs
You help business owners stay compliant and confident. We build websites that highlight your expertise, simplify your offers, and make it easy for clients to trust you with their books.
Financial Advisors
You turn complex financial decisions into confident plans. Our websites distill your services into clear, compelling content that builds trust and drives lead generation.
Real Estate Agents
You’re not just selling homes—you’re selling trust. We design sleek, location-aware websites that highlight your listings, feature reviews, and convert interest into scheduled showings.
Insurance Brokers
You help people protect what matters. We create websites that clarify your coverage types, showcase your specialties, and guide visitors to book a quote or consultation with confidence.
Law Firms/Attorneys
Whether you serve individuals or businesses, we design sites that communicate your legal authority, build credibility fast, and guide prospects to take the next step.
Recruiters
You connect talent to opportunity. We build websites that highlight your placements, prove your niche expertise, and help clients and candidates say yes faster.
You’re going to love your new financial services website
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Your financial services business is one of a kind—your website should be too. We design modern, high-converting Squarespace websites that reflect your expertise and resonate with your ideal clients.
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You shouldn’t need a developer every time you update your services. With Squarespace, you’ll have full control over your content—no coding, no stress.
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Whether clients find you from their phone or laptop, your site will look sharp and load fast. Every financial services site we build is responsive and optimized for mobile engagement, focused on high conversion and ranking.
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Not sure where to start? We walk you through every part of your new site and include short training videos so you can confidently manage and update content moving forward.
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We build beautiful sites AND we build ones that rank. From technical setup to keyword integration, we can optimize every page for search engines, helping more clients find your financial services.
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We use the proven StoryBrand framework to turn your messaging into a client-magnet. Visitors understand what you do, how you help, and what to do next.
Plus the power and features of Squarespace
✓ Automatic online scheduling
✓ Email marketing features
✓ Podcast hosting
✓ Integrated payments
✓ Blogging platform
✓ Membership portal
✓ 3rd party integration
✓ E-commerce capabilities
✓ Code free self-management
Our step-by-step process makes it easy to get a beautiful website quickly.
Give us your content
Send us your logo, photos, and key details about your consulting services, clients, and expertise. We’ll guide you every step of the way so it’s fast and painless.
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Watch as we build
Your designer will bring your vision to life in real time—sharing updates and hopping on quick video calls to make sure everything feels just right.
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Launch your website!
We’ll take care of all the final tech details and get your site live. You’ll walk away with a polished, professional consulting website you can manage yourself.
3
Our clients love us almost as much as we love them.
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At a minimum, include a Homepage (clear value + CTA), About page (build trust), Services page (what you offer), and a Contact page (form + booking). Add Case Studies for credibility and a Blog if you're doing SEO or want to share insights.
In addition, we recommend you include retirement calculators or other tools to illustrate financial topics or investment results with sample portfolios.
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We specialize in building custom-designed websites on Squarespace 7.1. It’s secure, easy to manage, mobile-friendly, and perfect for financial service professionals presence without the hassle of ongoing maintenance.
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Every website we build includes essential SEO best practices — and if you want to get more visibility, we also offer ongoing SEO packages tailored to consultants.
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Most of our financial service websites are designed and built in just one day using our Design Day process. It depends on how prepared your content is and which package you choose.
Financial Services Website FAQs
How to get started as a financial service provider
In today’s market, referrals aren’t enough. Prospects are Googling you before they ever shake your hand—and if your website doesn’t reflect your professionalism, you’re already behind.
A high-converting digital presence is essential for modern financial advisors, wealth advisors, and investment advisors. That includes clean design, strong messaging, and smart SEO that helps you show up when people search for financial guidance in your niche or location.
What Makes a Great Financial Advisor Website?
Your website is often your first impression—and in finance, first impressions build (or break) trust. A great advisor site doesn’t just explain what you do—it shows you understand what your clients worry about, value, and need help solving.
We use the StoryBrand approach to simplify your message and focus it around your audience’s priorities, not just your services.
Your website should answer these questions within seconds:
What do you offer? (Retirement planning, portfolio management, tax strategies… say it clearly.)
Who do you help? (High-net-worth families? Small business owners? Millennials planning for the future?)
What should they do next? (Schedule a call? Download a guide? Book a consultation?)
That kind of clarity builds confidence—and confidence builds conversion.
Why Squarespace Is Ideal for Financial Advisors
As a financial advisor, you need a platform that’s elegant, secure, and easy to maintain, without relying on a full-time web team.
Squarespace delivers all that and more. It’s the perfect mix of form and function, letting you update content and publish insights quickly as markets or messaging shifts.
We tailor every Squarespace site to financial professionals with:
Sleek, compliant-ready design that reinforces professionalism
Blazing-fast load times and strong mobile UX
Seamless integration with tools like Calendly, FMG Suite, or HubSpot
Blog + page templates built for SEO-rich thought leadership
All built on Squarespace 7.1, with custom code where it counts—so your site is fast, beautiful, and built to perform.
How SEO Helps Financial Advisors Attract the Right Clients
SEO for financial advisors isn’t about chasing traffic—it’s about visibility at key decision moments.
Whether someone’s searching “independent financial advisor near me” or “how to set up a solo 401k,” showing up at the right time means everything.
Here’s how SEO gives you the edge:
You show up when people search with intent.
We optimize your site for high-value keywords that match your services, location, and expertise.You build authority before the first call.
A polished, fast, SEO-optimized site positions you as a trusted expert in your space.You create a compounding lead flow.
Blog posts, guides, and service pages bring in organic traffic long after they’re published, without ongoing ad spend.
We handle everything from keyword strategy to technical setup, giving you a foundation that attracts and converts the right clients.
What the Best Financial Advisor Websites Have in Common
The best financial advisor websites don’t overwhelm—they guide. They don’t just “look nice”—they instill confidence, show results, and give visitors a clear path forward.
Here’s what high-converting sites have in common:
Clear positioning: Visitors immediately know who you are and who you help
Professional polish: Everything from layout to copy signals credibility and care
Search visibility: SEO structure ensures new prospects find you via Google
Smart structure: Easy to update, scale, and support evergreen + timely content
Your website should work like an extension of your practice—educating leads, attracting the right clients, and reinforcing why you’re the right partner for their financial future.
We Work With Clients Nationwide
We proudly serve clients nationwide, with particularly strong roots in the following cities. Whether you're based in one of these areas or working remotely, we're here to support your growth.