Our Services
RIA Brand Identity
We craft compliant brand systems for RIAs, including logos, brand voice, and positioning strategies that reflect your fiduciary duty and independence.
RIA Website Design
We build fast, ADA- and SEC-compliant websites for RIAs that highlight your investment philosophy and make it easy for prospects to book a meeting.
Reputation Management
We collect and manage testimonials (in compliance with SEC rules), optimize Google reviews, and enhance your visibility across trust-focused platforms.
Directory Optimization
We optimize profiles on sites like Wealthtender, SmartAsset, WiserAdvisor, and NAP directories to improve findability and credibility.
PPC for Fiduciaries
We run search ads targeting high-intent phrases like 'independent financial advisor near me' and 'fiduciary retirement planning.'
Prospect Retargeting
We build custom retargeting funnels that re-engage site visitors and nurture them with educational, compliance-approved content.
SEO for RIAs
We structure your site around high-value keywords such as 'fee-only advisor' and 'fiduciary financial planner' to grow organic traffic.
Social Media Content
We publish weekly, educational content on LinkedIn and YouTube tailored for fiduciary professionals — all pre-reviewed for compliance.
Compliance-Friendly Content
We develop blog posts, FAQ pages, and thought leadership content that educate clients and comply with regulatory guidelines.
Strategic Content Distribution
We syndicate your blog content to publisher networks and niche finance sites to boost domain authority and referral traffic.
Funnel Design for RIAs
We build opt-in flows for free consultations, eBooks, and retirement checklists designed to convert visitors into booked calls.
Investor Education Library
We create branded tools like retirement calculators, investing glossaries, and risk tolerance guides to drive engagement and time-on-site.
Professional Referral Systems
We use automated LinkedIn outreach and CRM campaigns to build referral pipelines with CPAs, estate attorneys, and tax advisors.
Monthly Performance Reports
We deliver easy-to-read reports on traffic, rankings, lead gen, ad ROI, and compliance flags to guide your marketing strategy.
Custom Integrations & Compliance
We help integrate your CRM, automate follow-ups, and ensure every email, ad, and blog is archived for audit-readiness and compliance.
Frequently Asked Questions
How do RIAs benefit from specialized marketing?
Your independence is your edge. Strategic marketing helps you showcase fiduciary integrity, stand out from larger firms, and win trust.
Are your strategies SEC-compliant?
Yes. All content, email, ad, and review strategies are built to comply with the latest SEC marketing rule for RIAs.
What results should I expect?
Paid search and retargeting show results in 30 days. SEO and content strategies build momentum over 3–6 months and deliver long-term leads.
What makes a great RIA website?
It must be compliant, mobile-first, fast, secure, and clearly communicate your services, story, and fiduciary advantage.
Can you help with CRM and marketing automation?
Yes. We integrate your CRM, set up workflows, and ensure your pipeline is automated and optimized for conversion and compliance.
Ready to Grow Your RIA?
Schedule your free strategy call and learn how Financial Rebrand can help your Registered Investment Advisory firm build trust and generate leads at scale.