We are excited to announce the successful launch of the newly redesigned website for Magellan Financial, Inc., a premier wealth management firm based in Allentown, PA. This redesign reflects our ongoing commitment to creating websites that look great and provide exceptional user experiences.
With the new Magellan website, we focused the project on streamlining the navigation and service offerings, highlighting Magellan’s broad expertise via a new insights section, and emphasizing the firm’s comprehensive family office solutions. All told the new site delivers an intuitive and engaging online presence for both current and potential clients.
Understanding Magellan Financial’s Needs
After nearly a decade working with DaBrian Marketing Group, Magellan approached us with a clear vision: they wanted a website that would better represent their growing business, appeal to their increasingly sophisticated audience, and make it easier for users to key wealth management information. Their main objectives included:
- Streamlining navigation to ensure users could easily access key pages.
- Highlighting family office solutions to emphasize their specialized services for high-net-worth families.
- Elevating their blog section to establish thought leadership in the wealth management space.
- Providing a more modern and polished design that conveyed their expertise and professionalism.
To meet these objectives, we began by collaborating closely with Magellan’s dynamic team to ensure that their unique value propositions were front and center. We also coordinated with the compliance department for Magellan’s parent organization to ensure adherence to industry standards and legal requirements. The outcome? A website that reflects Magellan’s expertise, showcases its solutions and offers an easy-to-navigate, resource-rich experience for visitors.
The Design Process: Collaboration and Strategy
Phase 1: Discovery and Planning
Our design process for Magellan’s new website began with a detailed discovery phase. We worked directly with their team to understand their goals and audience. This phase included reviewing their existing website to assess areas for improvement and identify pain points in the user experience.
Magellan wanted the website to communicate their specialized services, particularly their family office solutions. Additionally, the firm wanted to feature their wealth management insights and blogs in a way that both engaged visitors and demonstrated their expertise.
Phase 2: Design and Development
After gathering insights, we moved into the design phase, where our goal was to create a modern, visually appealing, and user-friendly site. Here’s how we addressed Magellan’s primary needs:
- Streamlined Navigation: The old website had a complex and cluttered navigation structure, making it difficult for visitors to quickly access key services. We simplified the navigation by grouping similar pages and adding drop-down menus for easy access to subcategories. Key sections, such as “Services,” “Insights,” and “Who We Serve,” were made easy to find, while we also ensured a smooth transition between desktop and mobile views.
- Highlighting Family Office Solutions: One of the standout features of the new website is the dedicated Family Office Solutions page. This section emphasizes Magellan’s unique approach to managing the wealth and financial needs of high-net-worth families. It details the firm’s comprehensive services, including financial planning, investment management, tax optimization, and succession planning, giving potential clients a clear understanding of the value Magellan offers.
- Enhanced Blog Section: Since thought leadership is crucial in the financial industry, we worked closely with Magellan to enhance their blog section. The blog now takes center stage on the homepage with a rotating carousel of the latest articles, making it easy for visitors to access valuable insights. We also optimized the blog section for search engines, ensuring that high-quality content could be easily found and shared by visitors.
- Visually Engaging Design: The design itself was crafted with a modern and professional aesthetic that aligns with Magellan’s high-end client base. We incorporated large imagery, custom icons, and clear typography to make the content easy to digest while maintaining an elegant look that reflects the firm’s wealth management expertise.
Phase 3: Compliance Coordination and Industry Standards
With the design and development complete, the next step was ensuring the website adhered to the strict regulatory standards of the financial services industry. We worked closely with Wells Fargo’s compliance department to ensure the site met industry standards, federal laws, and FINRA regulations.
Given the regulatory nature of Magellan’s services, we reviewed all content to ensure it complied with FINRA’s advertising rules and avoided any misleading claims. Additionally, we ensured the website included all necessary disclaimers and compliance notices, and the client portal was secured in line with the Gramm-Leach-Bliley Act and other privacy laws. This collaborative effort ensured the new website met all legal and regulatory requirements, providing Magellan and its clients with confidence in both the site's content and security.
About Magellan Financial Advisors
Founded in 2001, Magellan Financial has built a reputation for providing personalized wealth management services to high-net-worth individuals, families, and businesses. With a client-centric approach, the firm offers a broad range of services, including comprehensive financial planning, investment management, estate planning, tax strategies, and family office solutions.
Magellan’s dedicated team of investment professionals works closely with clients to create customized solutions that meet their unique financial goals and objectives. The firm prides itself on offering a high-touch, holistic approach to wealth management. Their focus on long-term relationships, transparency, and trust is at the core of their business philosophy.
Final Thoughts: A Modern Website for a Modern Wealth Management Firm
The new website for Magellan Financial reflects the firm’s commitment to excellence, providing both new and existing clients with an enhanced online experience. The clean design, streamlined navigation, and focus on family office solutions create an intuitive and engaging platform for clients to explore Magellan’s services and gain valuable insights into their financial journey.
At DaBrian Marketing Group, we are thrilled to have partnered with Magellan on this important project. The new site is a perfect representation of their professional brand and will help them continue to grow and serve their clients for many years to come. Check out or portfolio page to see other great examples of our work.
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