Website Copywriting for Financial Advisors
Your website is either your best salesperson or your worst. Right now, which one is it?
That referral your best client sent you? They checked out your website before they booked.
So did the prospect who found you on Google.
The one who saw you on a podcast. The one who grabbed your card at the conference. They all went home, typed in your URL, read a few lines, and made a decision. Some of them scheduled a call. Others clicked away and found an advisor whose website actually spoke to them.
Your site is live 24/7, talking to every prospect who finds you. And if it sounds like every other advisor in your market – “We’re fiduciaries. We put clients first. We take a holistic approach.” – it’s not closing. It’s losing.
What If Your Website Actually Worked For You?
Imagine a prospect lands on your site at 11pm on a Tuesday. They’re stressed about money. They’ve already visited three other advisor websites that all blurred together.
Then they find yours.
The headline speaks directly to their situation. The copy addresses their specific fears. Your “about” page makes them feel like you actually get them.
By the time they hit your calendar link, they’re not shopping around anymore. They’re ready to talk.
That’s what the right copy does. It turns your website from a digital brochure into a 24/7 sales partner that qualifies leads and books calls while you sleep.
What's Included
We write website copy specifically for financial advisors and RIAs. Not generic “financial services” copy. Not templates you fill in yourself. Custom, SEO-optimized messaging built on a decade of working exclusively with fee-only advisors.
Here's What You Get:
- Discovery call and competitor/keyword research to nail your positioning
- Custom website wireframe and content strategy tailored to your firm
- SEO-optimized copy for 5-10 pages (home, about, services, team, FAQs, contact, and more)
- Meta descriptions and page titles so you actually show up in search
- Professional bios formatted for NAPFA, XYPN, FeeOnlyNetwork.com, and CFP Board directories
- 2 rounds of revisions to get every word right
- Collaboration with your design/development team to bring it all together
- Timeline: Most projects wrap in 3-5 weeks from kickoff.
Why Advisors Hire Us
Instead of a Generalist
You could hire a freelancer who writes for dentists on Monday, SaaS companies on Tuesday, and financial advisors on Wednesday. They’ll ask a lot of questions, do their best to learn your industry, and deliver something… fine.
But “fine” doesn’t differentiate you. “Fine” doesn’t convert.
We’ve spent a decade in this industry. We’ve written copy for hundreds of advisor websites. We know:
What your prospects are actually searching for.
Not what you think they're searching for. We do the keyword research to find the real opportunities in your market.
What language converts.
We've tested headlines, CTAs, and page structures across hundreds of sites. We know what makes someone click "schedule a call" instead of clicking back.
What makes you different.
You're too close to your own business to see it clearly. We've written for solo advisors, multi-partner firms, and every niche from physicians to divorcees to tech employees. We know how to find the angle that makes you memorable.
What compliance will flag.
We've been doing this long enough to know where the lines are. Your copy won't come back covered in red ink.
A generalist copywriter will charge you to teach them your industry. We hit the ground running.
How It Works
A clear, straightforward process from kickoff to launch.
1. Discovery Call
We dig into your firm, your ideal clients, your competitors, and what makes you different. We’ll also run keyword research to identify where you can win in search.
2. Wireframe + Strategy
Before we write a word, we map out your site structure. You’ll see exactly what pages we recommend, what goes where, and how visitors will move through your site.
3. Copy Development
We write your full website copy, optimized for humans and search engines. You’ll get everything in a clean document, organized by page.
4. Revisions
You review. We refine. Two rounds included.
5. Handoff
We deliver final copy and work directly with your designer or developer. No orphaned Google Docs. No miscommunication.
See Our Work
Investment
Stand-alone copywriting
$5,000+
Everything listed above. You bring the design team, we bring the words.
Copywriting + website design
$10,000 – $12,000
Want us to handle everything? We’ll write the copy and coordinate with our design partners to deliver a complete, launch-ready website.
This Is Your #1 Marketing Investment
Every marketing dollar you spend eventually points back to your website.
Your ads drive traffic there. Your SEO rankings depend on what’s written on those pages. Every referral, every podcast listener, every person who grabs your card at a conference goes home and checks you out online before they reach out.
Your website is the hub. The copy is what makes it convert.
One new client from your website pays for this investment multiple times over. And unlike ads, great copy doesn’t stop working when you stop paying. It keeps converting for years.
This Is For You If...
- You're launching a new site and want to get it right the first time
- Your current site sounds like every other advisor in your market
- You're not showing up in search for terms your ideal clients actually use
- You've been meaning to rewrite your copy for months (it's still sitting in a Google Doc, isn't it?)
- You want to refresh your messaging without burning it all down and starting over
Ready to Turn Your Website Into Your Best Salesperson?
Let’s talk. Book a call, and we’ll discuss your goals, your timeline, and whether we’re the right fit.