Industry: Wealth Management / Financial Advisor Network
Website: weareoneseven.com
Project Overview
OneSeven is an SEC-registered wealth management firm and collaborative network of independent financial advisors. Based in Beachwood, OH, and operating across multiple states, the platform empowers advisors through growth support, succession planning, monetization, and community-driven resources.
Key Features
Advisor-centric messaging focused on growth opportunities, succession planning, independence, and long-term monetization
Team and leadership profiles featuring advisor credentials and regional presence
Resource hub with downloadable guides, growth tools, and educational content
Press section highlighting major milestones, acquisitions, and industry recognition
Client portal access for Schwab, Fidelity, Black Diamond, and Raymond James
Responsive design optimized for all devices
Role & Deliverables
Custom WordPress website built with Elementor
Designed structured pages for services, team bios, resources, and client access
Integrated lead forms, downloadable assets, and demo request workflows
Ensured responsive layout, fast load times, and a polished, modern brand aesthetic
Outcome
A clean, conversion-optimized website that communicates OneSeven’s collaborative model, supports advisor recruitment, and builds trust with clients through clear navigation, strong branding, and a well-organized user experience.
