Get found by the retirees already searching for you. Done-for-you local SEO built specifically for financial advisors — so your practice ranks in Google's local results and the right clients find you first, without paying for every click.
Retirees don't scroll to page two. When someone in your area searches for a financial advisor, the practices in Google's local map pack get the calls — and most advisors are invisible there.
93% of consumers use search to find local businesses, including advisors.
The top 3 local map results capture the majority of clicks and calls.
Local SEO builds a lead source you own — not one you rent click by click.
We map your Google ranking at dozens of points across your area, so you can see exactly where you show up, where competitors beat you, and where to focus. Then we re-run it every month to prove the traction we're building.
0% of locations ranking in the top 3
69% of locations ranking in the top 3
A complete local SEO program — every lever that moves your rankings, handled for you.
Claim, optimize, and actively manage your Google Business Profile so you show up in the local map pack when retirees search nearby.
Rank for the searches that win clients — "financial advisor near me," "retirement planner in [your city]," and IRMAA/Medicare terms in your market.
Titles, meta descriptions, headings, and content optimized on every key page so search engines understand exactly who you serve.
Expert articles on retirement, Social Security, and Medicare that build topical authority and bring qualified prospects to your site.
Consistent local listings and a steady flow of client reviews — the trust signals Google rewards with higher local rankings.
Fast load times, mobile-friendly pages, clean site structure, and schema markup so nothing holds your rankings back.
A simple, transparent process designed around busy advisors.
We analyze your site, Google Business Profile, and local competitors to find the gaps costing you visibility.
You get a clear, prioritized plan targeting the local keywords and markets most likely to bring in new clients.
We do the work — on-page optimization, content, citations, reviews, and technical fixes — so you can keep advising.
Transparent monthly reporting on rankings, traffic, and leads so you can see exactly what your investment is producing.
Built for financial advisors and the YMYL compliance bar Google holds your pages to. Month-to-month after onboarding — no 12-month lock-in.
Solo agent, single market
$500 setup
Month-to-month
Solo advisor building presence
$1,500 setup
90-day ramp, then month-to-month
Established practice, competitive market
$2,500 setup
90-day ramp, then month-to-month
Multi-advisor RIA / regional firm
$3,500 setup
90-day ramp, then month-to-month
⭐ Most advisors land on Growth. Not sure which fits? We'll recommend a tier on your free audit call.
| Feature | Local Visibility | Foundation | Growth | Market Leader |
|---|---|---|---|---|
| Monthly | $1,000 | $1,500 | $3,000 | $5,000–$7,500 |
| Setup (one-time) | $500 | $1,500 | $2,500 | $3,500 |
| Term | Month-to-month | 90-day ramp, then M2M | 90-day ramp, then M2M | 90-day ramp, then M2M |
| Google Business Profile | Full optimization | Multi-location | ||
| Local pack / map rankings | ||||
| Review generation & mgmt | ||||
| Keyword targets | 5–10 local | 15–20 | 30–40 | 60+ |
| On-page / technical SEO | Basic | Full audit + fixes | Ongoing | Ongoing + advanced |
| Compliance-aware content | 1 article/mo | 2 articles/mo | 4 articles/mo | |
| Authority / PR link building | Premium | |||
| Conversion tracking | Basic | Advanced + CRO | ||
| Reporting | Monthly | Monthly | Bi-weekly | Bi-weekly + strategy calls |
| Dedicated strategist | Shared | Senior |
Prefer a single project? These are available on their own.
Tell us about your practice and we'll send a personalized local SEO audit showing exactly where you're losing visibility and how to fix it.
Local SEO is the practice of optimizing your online presence so your practice appears when nearby prospects search for a financial advisor or retirement planner. It focuses on Google Business Profile, local keywords, reviews, and citations to win clients in your geographic market.
Local SEO improvements often appear within 60–90 days, with meaningful ranking and lead growth typically building over 4–6 months. Timelines depend on your market competition, current site health, and how aggressively we execute the strategy.
Yes. We specialize in SEO for financial advisors and retirement planning practices, which means we already understand your compliance environment, your ideal client, and the IRMAA, Medicare, and Social Security topics that attract qualified prospects.
Ads stop the moment you stop paying. SEO builds a durable asset — rankings and content that keep attracting prospects month after month. Many advisors run both, but SEO compounds over time and lowers your long-term cost per lead.
A review of your website, Google Business Profile, and local competitors, plus a prioritized list of the specific changes that would most improve your local rankings and lead flow — yours to keep whether or not we work together.
Book a free, no-pressure SEO audit and we'll show you the fastest path to ranking higher and attracting more retirement clients.
Book a Free SEO Audit