SEO for wealth management

Get found by clients worth the meeting.

High-net-worth prospects rarely search 'financial advisor near me' and pick the top result. They research specific situations: selling a business, cross-border tax, equity compensation, retirement income. We help you publish clear, compliant answers to those situations so the right people reach out.

Who it's for: Registered investment advisers, independent wealth managers, boutique family offices and planning firms in the US and Canada.

Clear scope · No ranking guarantees · Remote US, Canada & UK support

Speak with us today

Sound familiar?

  • Your website reads like every other firm's.
  • Compliance review slows every piece of content to a crawl.
  • Referrals dominate and you can't tell whether search brings anyone.

How we help you

Situation-led content

Pages and articles built around client situations you specialise in, not generic market commentary.

Compliance-friendly workflow

Drafts arrive with sources and a review log so your compliance officer can approve quickly. No performance promises, cherry-picked returns or testimonial misuse.

Advisor video

Short explainers recorded in one session per month and edited for LinkedIn, YouTube and your site.

Local and niche visibility

Accurate profiles, consistent firm details and visibility for the city or community you serve, such as physicians, founders or cross-border families.

How it works

  1. 01

    Call about your niche, AUM minimums and markets

  2. 02

    Content and search gap review

  3. 03

    Monthly compliant content with review log

  4. 04

    Report on meetings sourced from search

Speak with us today

Free calculator

What could extra search visitors be worth?

Use your own numbers. This is simple maths to help you decide, not a forecast or promise of results.

Enquiries a month
15
New clients a month
4.5
Revenue a month
$6,750
Return on fee
4.5x

You would cover the fee with 1 new client a month.

Check my numbers with you

SEO for US & Canadian businesses · Remote, worldwide

Get found.
Get enquiries.

Local search, useful content and a healthier website. Choose a starting point below; we confirm the right scope for your industry, locations and competition before you commit.

Local SEO

For a single-location business ready to be found nearby.

Starting at · USD

$1,500/ month

  • One location and one website
  • Google Business Profile audit and optimisation
  • Local keyword research and competitor review
  • Optimisation of up to 3 existing pages per month
  • Business listing consistency review
  • Monthly search visibility and enquiry report
Discuss Local SEO

SEO Growth

For established businesses targeting more services and searches.

Starting at · USD

$2,995/ month

  • One location and one website
  • Everything in Local SEO
  • Technical SEO audit and prioritised fixes
  • Optimisation of up to 6 existing pages per month
  • 2 original service pages or articles per month
  • Monthly strategy call and conversion review
Discuss SEO Growth

SEO Scale

For competitive businesses needing more content and deeper optimisation, at one location or several.

Starting at · USD

$4,995/ month

  • SEO Growth foundations, with expanded monthly scope below
  • Optimisation of up to 10 existing pages per month
  • 4 original service pages or articles per month
  • Location-specific content and internal linking
  • Editorial outreach planning, no paid ranking links
  • One website; up to 3 locations included, more quoted separately
Discuss SEO Scale

Need more locations or a different SEO scope?

Three locations is the included scope, not a limit on who we can help. Request a tailored quote for more locations, a larger website or different content needs. Too expensive? We can always cater the offering to your budget, please contact us here.

Request a custom SEO quote

All prices are in USD, before any applicable taxes. Too expensive? We can always cater the offering to your budget, tell us what you can spend and we'll propose a scope that fits. Extra locations, major redevelopment and third-party costs are quoted separately. Social media and paid ads are not included. Rankings, traffic and leads are not guaranteed; meaningful SEO progress usually takes several months.

Questions

Can you work within SEC, FINRA or Canadian rules?

We write to avoid prohibited claims and support your review process, but your firm and compliance team remain responsible for approval and record keeping.

Is SEO worth it for firms with high minimums?

Often yes, because one qualified client can cover a year of marketing. The goal is fewer, better enquiries rather than traffic volume.

Do you also do LinkedIn?

Yes. LinkedIn video and founder content are frequently the strongest companion channel for wealth managers.

Don't see the scope you need?

Tell us about your website, market and goals. We'll discuss a custom plan before you commit.

Request a custom quote