Going independent involves more than choosing a new business name. Your website must communicate who you are, who you serve, and why clients should feel confident continuing their relationship with your new firm.
We help bring the essential pieces together, including:
1. Strategy and planning
We discuss your transition, timeline, audience, services, locations, branding, and website goals.
2. Design and content
We create the page structure, messaging, visual direction, and custom WordPress design.
3. Review and compliance revisions
The website remains private while you review it and submit it for any required compliance approval.
4. Launch and support
We coordinate the domain, hosting, analytics, redirects, testing, and final launch.
While Synergy does not provide legal or compliance approval, we can implement requested revisions and help keep the review process organized.
Your new firm may be newly independent, but your website should not feel temporary or unfinished.
Synergy offers:
Yes. Synergy Online Marketing creates custom WordPress websites for financial advisors, RIAs, wealth management firms, fiduciary advisors, and independent financial professionals.
Yes. Google Maps visibility can be improved through Google Business Profile optimization, accurate business information, local citations, location-focused website content, reviews, and ongoing local SEO.
Yes. Social media services can include branded content for LinkedIn, Facebook, and Google Business Profile, developed with the firm’s audience, brand, and compliance requirements in mind.
Yes. Managed WordPress hosting and maintenance can include SSL, backups, software updates, security monitoring, plugin maintenance, and minor website updates.
The number of pages depends on your requirements. We build websites with 3 pages to 103 pages! We will help you define the number of pages you need.
Yes, we can create custom website designs tailored to the customer's specific requirements. Our team of experienced designers will work closely with the customer to ensure that the website meets their expectations.
Yes. Financial advisor SEO services can include keyword research, page optimization, local SEO, location pages, Google Business Profile support, content updates, internal linking, and keyword tracking.
Yes. Website content and design revisions can be coordinated with a firm’s compliance department, broker-dealer, or outside compliance reviewer.
Yes. Existing websites can be redesigned to improve appearance, messaging, navigation, mobile usability, calls to action, and search visibility.
The cost depends on the number of pages, design requirements, content needs, integrations, compliance revisions, and SEO scope. A custom estimate is provided after reviewing the project.
We are experts in building websites on the following WordPress and Shopify.
If you choose, you can log into the CMS backend from a web browser to make changes to your own site. This is a very popular option for businesses that would prefer to save money by making their own site updates.
