Modern, Compliant Websites
That Help Financial Advisors Enhance Organic Growth
Wealthsites transforms outdated, underperforming, and startup advisory websites into client-winning, organic growth machines.
As featured in
Wealthsites creates
Discover hidden value within your advisory practice
We build compliant organic growth systems for financial advisors anchored in online behavior psychology that proactively earn credibility and confidently position your firm for a maximized future valuation.
Custom Website Design For Financial Advisors
Reflect your expertise without compromise
We help independent financial advisors and RIAs strip away the fluff and focus on what truly matters; your expertise, your credibility, and your ability to serve with precision and confidence.
financial advisor brand strategy
Breakaway from the ordinary
HNW investors aren’t moved by cookie-cutter content and feel-good quotes. They want an advisor they trust, respect, and naturally turn to for guidance.
Ditch the clichés and position your firm as the one that understands their world.
lifecycle marketing
Let happy clients do the talking
From prospecting and referrals to online reviews and client events, turn every touchpoint into an opportunity to deepen trust and drive organic growth.
visibility and Thought leadership
Turn credibility in visibility
Learn how to shape your expertise into a compelling story that commands attention, whether it’s within local news outlets, niche trades, or leading media publishers.
M&A Readiness Program
The ExitAdvantage Pre-Exit Optimization Program
If you’re planning to exit the industry in the next 2-4 years, digital brand equity can significantly enhance your appeal to buyers.
The difference between a well-presented practice and an “as-is” business can be hundreds of thousands of dollars in your pocket.
"I got the value I deserved, and my clients got a successor they trust!
I didn't have to choose between a top-tier exit and my clients' well-being. Logan transformed my practice into something buyers truly couldn't resist..."
John Czajkowski, CFP®, MS
Heritage Wealth Managers
Meet The Founder
Hi, I'm Logan Brown
I'm a web designer, advisor growth strategist, husband, and father.
I'm passionate about helping wealth professionals build modern advisory brands and organic growth systems that adapt and grow with industry demands.
When your firm's revenue grows, clients onboard cleaner, and exit potential increases because we work together, that's pretty cool.
When I'm not growing my business, I enjoy DIY home improvement, pretending to be an endurance athlete, creating art with my toddler son, and watching Indiana athletics.
Is your firm a good fit?
We are
laser-focused on being the best fit for those we can help the most.
You fit the mold if your wealth management practice meets the four main criteria:
Value-Driven, Independent, Client-Obsessed, Growth-Minded.
Value-driven
You're focused on creating value for your clients and your firm.
RIA / IAR
You take great pride in your independence. We do, too.
Client-devoted
How you operate matters. We love client-obsessed businesses.
Growth-minded
You want to move fast in the direction of up and to the right.