A financial advisor website that explains who you serve, how you work, and how you are paid. Describe your practice and the AI builds it for you.
Tell us what you do and our AI writes and builds your financial advisor site around it. Not a template with your name dropped in: your services, your pricing, your words.
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northfieldwealthpartners.com
Build trust before the first meeting.
A financial advisor website should make clear who you serve, what services you offer, how you are compensated, and how to start a conversation. We.inc's AI writes and builds those pages from your description, or you can publish a free template without AI. AI building starts on Starter at $20 a month; have your compliance department or counsel review the copy against SEC, FINRA, or state advertising rules before it goes live.
Northfield Wealth Partners: an example site for financial advisors, made with We.Inc.
A financial advisor website that explains who you serve, how you work, and how you are paid. Describe your practice and the AI builds it for you.
Pages every financial advisor website needs
Home: Your niche (retirees, physicians, business owners) and what you help them do, with a consultation button. Prospects look for someone who understands their situation.
Services: Financial planning, investment management, retirement income, tax-aware strategies, as you actually offer them. Each should explain scope in plain terms.
Who We Serve: A clear description of your ideal clients and any account minimums. It filters enquiries and builds confidence with the right people.
Our Process: The steps from first meeting to ongoing reviews. It makes an intimidating decision feel manageable.
Fees & Disclosures: How you are paid (fee-only, fee-based, commission) and links to your Form ADV or other required disclosures. Transparency is both expected and often required.
Contact / Schedule: A short form and a link to your scheduler. Keep financial details out of the form.
Try this prompt
A website for a fee-only financial planning firm in Charlotte, North Carolina called Harbor Oak Planning. We work with physicians and dentists in their 30s and 40s. Include services, who we serve, our planning process, a fees page explaining our flat annual fee, a disclosures page, and a consultation form. Calm, trustworthy, navy and sage.
A real financial advisor site, not a template
This is Northfield Wealth Partners, a financial advisor business we described to the AI in a sentence. Every service, price and line of copy on it was written for that business. See the Northfield Wealth Partners example site.
Start from this design
Three designs that suit a financial advisor website. Each one is free to start from.
Granite Partners
Wealth Video Hero
Linden Consult
About financial advisor website design on we.inc
Attract high-net-worth clients with a professional site showcasing your expertise and fiduciary commitment.
Skip the financial advisor web design brief and the six week wait. Tell the AI about the business in a sentence and it builds the whole site, ready to edit.
Features designed for your industry
Services: Display your wealth management and planning services.
Resources: Share market insights and financial planning guides.
Consultations: Let prospects schedule complimentary consultations.
Who this financial advisor website design suits
Wealth managers
Financial planners
Investment advisors
Retirement planners
Fee-only advisors
What makes a financial advisor website work
Advertising rules apply to your site
SEC marketing rules, FINRA communications rules, or state securities rules may govern your website, depending on how you are registered. Avoid performance claims, guarantees, and testimonials unless your compliance team approves them, and keep records of what was published.
Explain compensation in plain English
Prospects increasingly ask how you are paid. A clear fees page, written without jargon, builds trust and pre-qualifies leads.
A niche beats 'we help everyone'
Pages written for a specific group (teachers, tech employees, small business owners) are more persuasive and give you a real chance in search.
We.inc does not store client data or schedule meetings
The contact form emails you and is not meant for account or financial details. There is no client portal; link your custodian or planning software portal, and use Calendly for booking introductory calls.
What it costs
Beyond a domain (about $10 to $20 a year), you may need a scheduling tool and any archiving your compliance process requires. A free template can host a basic practice page; for AI-written service and process pages you can revise as compliance feedback arrives, Starter at $20 a month suits most independent advisors.
The free plan lets you build up to 3 sites from templates and publish them free on a we.inc address. It has no AI. Building and editing with AI starts on Starter at $20 a month with 250 credits.
Frequently asked questions
Will the AI write compliant copy?
It writes clear, plain copy and avoids performance promises, but it can't guarantee compliance. Your chief compliance officer or counsel should review every page against SEC, FINRA, or state rules before publishing.
Can I link my Form ADV and disclosures?
Yes. Ask the AI to add a disclosures page or footer links to your ADV, CRS, and privacy policy.
What does it cost?
You can publish up to three template sites free on a we.inc address without AI. AI building begins at $20 a month on Starter. Domains cost about $10 to $20 a year.
Can clients log in to see their accounts?
No, we.inc has no client portal. Link the portal your custodian or planning software provides.
Can I use my firm's domain?
Yes, custom domains are included with paid plans, with SSL.
We.Inc is an AI-powered website builder you can resell under your own brand. Launch a branded client dashboard, bill on Stripe Connect, and deliver AI-generated websites in minutes. White-label plans start at $99 a month for 25 client sites, with a 7-day free trial and no per-site fees.
Product
AI Website Builder: Describe a site in plain English; it's live in minutes
