Financial Advisor Teams with DaBrian for Strategic Website Redesign

We're thrilled to announce the launch of a new, strategically redesigned website for Personal Wealth Advisory, LLC (PWA)!

A modern, user-friendly website is essential for a financial advisory firm. It serves as the primary touchpoint for potential clients seeking trusted guidance. That's why PWA partnered with DaBrian Marketing for a redesign focused on not just aesthetics, but on a clear, goal-driven client experience.

A Strategy-First Approach to Web Design

Before diving into development, we took a critical step back and focused on strategy. A strategy-first approach is key to maximizing results and investment. This allowed us to align all stakeholders on the site's purpose, priorities, and the path forward.

Our foundational work included:

• Target Audience Alignment: We updated the content and structure to precisely align with who PWA serves, ensuring every visitor finds relevant information quickly.
• Refined Calls to Action (CTAs): Key conversion paths were mapped out to clearly guide potential clients to take the next step, ensuring measurable results.
• Modern User Experience: The final design is visually appealing, but most importantly, it's rooted in PWA's business goals and their users' behavior.

Key Improvements for the User

The new PWA website is built to offer a better experience for every visitor:

• Modern Look and Feel: The site features a clean, professional, and trustworthy design, elevating PWA’s brand.
• Improved Mobile Experience: A smooth, useful mobile experience was a top priority, making it easier for potential customers to navigate and contact PWA from any device.
• Clearer Messaging: The content is defined, clear, and supports user engagement, helping visitors understand PWA’s value proposition immediately.

This project underscores a simple truth: Discovery + Strategy + Development = A Better Site.  It’s necessary for financial services sites because of the scrutiny of compliance.  This approach allowed us to prepare for compliance, keep them compliance informed and limited issues that needed to be resolved to launch the site on time.  

By investing in strategy first, PWA has a website that not only looks great but is built to generate leads, educate clients, and drive business objectives.

Is your financial advisor website falling short of your business goals? 

Are you unsure if your site's structure truly reflects your user's needs and priorities?

Don't risk a costly redesign without a clear plan. Start with confidence by getting your own Website Design Strategy. DaBrian Marketing offers a tailored strategy roadmap that includes goal setting, wireframe concepts, and a clear timeline and budget for your full project.

Build a financial service website that educates, builds trust, speaks to your audience, and grows AUM.