FINANCIAL PLANNERS

websites for financial planners

Professional, compliant and SEO-optimized websites tailored for financial advisory firms—live in under 60 seconds.

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Free demo · No credit card required
financial data background
WHY IT MATTERS

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Without a modern website, your practice can seem outdated or difficult to find.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
financial planner website preview
BENEFITS

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.

HOW IT WORKS

Get Your Financial Planner Website in 4 Easy Steps

From idea to live site—all via simple text messages.

1

Request Demo

Text “GO” to our WhatsApp bot or click to start.

≈5 seconds
2

Answer Questions

Share your firm details and compliance needs.

1–2 minutes
3

AI Designs Site

Our AI applies your branding and compliance text.

Instant
4

Go Live & Grow

Connect your domain, start capturing leads, and track analytics.

60 seconds
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No credit card required • Cancel anytime

All-Inclusive Pricing

One flat rate gives you everything you need to launch and maintain your financial planner website.

$49/month
  • Free domain & SSL
  • Secure hosting & backups
  • Unlimited text-in updates
  • Local SEO & analytics
  • No lock-in contract
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FAQ

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.

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