websites for financial planners
Professional, compliant and SEO-optimized websites tailored for financial advisory firms—live in under 60 seconds.
Why Every Financial Planner Needs a Professional Website
In today's digital age, potential clients search online first. A polished, trustworthy website builds credibility, attracts high-net-worth clients, and showcases your services—all while meeting stringent compliance and privacy standards.
Without a modern website, your practice can seem outdated or difficult to find. A dedicated site ensures you:
- Appear in “financial planner near me” searches
- Highlight your certifications, experience, and services
- Offer secure contact forms and appointment booking
- Comply with industry regulations on disclosures and privacy
Key Benefits for Financial Planning Firms
Congero’s AI-driven platform empowers financial advisors to launch and maintain a high-converting website with zero technical hassle.
Launch in 60 Seconds
Get a fully functional site tailored to your practice faster than traditional development timelines.
Compliance & Security
Built-in SSL, secure hosting, and customizable disclosures ensure you meet ASIC and GDPR requirements.
Local SEO Visibility
Automatically optimized for local search so clients in your region find you first.
Unlimited Updates
Text us any change—fees, team bios, new services—and see updates live in minutes.
Analytics & Insights
Monthly reports show visitor behaviour, lead sources, and conversion performance.
Dedicated Support
Our team is on standby to answer questions or recommend best practices for your site.
Get Your Financial Planner Website in 4 Easy Steps
From idea to live site—all via simple text messages.
Request Demo
Text “GO” to our WhatsApp bot or click to start.
≈5 secondsAnswer Questions
Share your firm details and compliance needs.
1–2 minutesAI Designs Site
Our AI applies your branding and compliance text.
InstantGo Live & Grow
Connect your domain, start capturing leads, and track analytics.
60 secondsNo credit card required • Cancel anytime
All-Inclusive Pricing
One flat rate gives you everything you need to launch and maintain your financial planner website.
- Free domain & SSL
- Secure hosting & backups
- Unlimited text-in updates
- Local SEO & analytics
- No lock-in contract
Frequently Asked Questions
Answers to common questions about websites for financial planners.
Our templates include customizable disclosure sections and secure hosting with encrypted data storage. You can update or add disclaimers via text at any time.
Yes—add testimonials via WhatsApp and we’ll display them attractively with proper client consent notices.
Text your updated fee schedule and any associated disclaimers. Changes go live in minutes at no extra cost.
Absolutely. You retain full ownership and can export static HTML/CSS at any time—no lock-in policies.
