Web Design for Wealth Management: 6 Tips for Financial Advisors

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Did you know that 75% of website credibility comes from web design?

Without a beautifully designed site, potential clients won’t trust your business. And when it comes to managing their financial investments, they need someone they can trust. That’s why web design for wealth management companies is critical.

By investing in your site’s design, you can help build credibility with these future clients and earn their trust. But how do you get started with website design for financial advisors?

On this page, we’ll share six tips for doing website design for wealth management, including:

  1. Utilize whitespace to keep your site clutter-free
  2. Choose a design that fits your brand identity
  3. Make sure you have a simple and easy-to-use navigation
  4. Ensure your site is mobile-friendly
  5. Check your site’s load time
  6. Use high-quality visuals to break up text

Keep reading to learn more about these financial advisor web design tips!

If you need assistance designing your website, our team of 500+ experts is ready to help. Contact us online or call us today at 888-601-5359 to speak with a strategist about our web design services!

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1. Utilize whitespace to keep your site clutter-free

A key component of wealth management web design is whitespace. When people visit your site, they don’t want to be overwhelmed with text and visuals covering every inch of your site. They won’t be able to process any information on your site, nor know what to look for when browsing.

Whitespace breaks up text and visuals on your site by integrating space into your design. This space helps your audience focus on the area that’s filled with information or visuals.

In this financial advisor web design example from Fidelity, you can see they use a lot of white space on their site, making it easy to draw visitors’ eyes to their information.

How to use white space in website design

Utilizing whitespace will enable you to have a clean design that makes it easy for potential clients to read the information on your site and get to know your wealth management company.

2. Choose a design that fits your brand identity

A critical component of wealth management web design is your business’s stylistic choices for your site. When people visit your site, they’re going to make judgments about your business based on your website layout and design choices — 94% of first impressions stem from a site’s design.

To make a positive first impression with your site’s design, you want to ensure that you choose a design that’s consistent with your business. If you have a color scheme already in place for your business, you’ll want to incorporate that into your website design — it builds consistency no matter how your audience finds you.

In this example from Charles Schwab, you can see how they use their blue design throughout their pages.

Finance industry website design template examples

When you choose your wealth management company’s website design, use it throughout your site. Every page on your site should reflect your design so that, no matter what page someone visits, they get the same look, feel, and experience.

3. Make sure you have a simple and easy to use navigation

When you do website design for financial advisors, a key component of your design is your navigation. Your navigation is what your audience uses to browse through your site and look at your services. If you don’t have well-designed navigation, your audience won’t find the information they need.

Your navigation should be simple and easy to use. You want to use broad headings with numerous subheadings underneath to make it organized and easy to find information.

In this financial advisor website design example from Charles Schwab, you can see their navigation organizes different services related to their business, making it easy for people to find what they need.

Sample financial website navigation

A simple and organized navigation will provide your audience with a positive user experience and make it easy for them to find valuable financial planning information.

4. Ensure your site is mobile-friendly

Next on our list of tips for web design for financial advisors is to ensure your site is mobile-friendly. More people are using mobile devices to find information online, including information about financial planning. If your site isn’t mobile-friendly, though, they won’t learn about financial planning from you.

Here are just a few stats that highlight the impact of mobile-friendliness on your site:

  • 74% of users are more likely to return to a website with a mobile version
  • 67% of users are more likely to convert when a company has a mobile-friendly site
  • 60% of users have higher opinions of companies with mobile sites
  • 52% of people are less likely to engage with a company due to a bad mobile experience

As you can see, having a mobile-friendly site is critical if you want to keep potential clients happy and engaging with your financial planning company.

To help you create a mobile-friendly site, you’ll need to integrate responsive designResponsive design enables your site to adapt to whatever device your audience uses, from mobile phones to tablets. Your site will adjust to the screen to deliver an optimal experience.

Want to check your site’s current mobile-friendliness? Use our free mobile-friendly checker to find out now!

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5. Check your site’s load time

Besides having a mobile-friendly site, another critical component of web design for financial advisors is having a fast-loading site. Users hate to wait for slow-loading pages — 83% of users expect a website to load in three seconds or less.

If your site loads too slow, visitors will bounce from your page and visit another wealth management company’s website instead.

To prevent your audience from bouncing, start by checking your site’s current load time with a page speed checker. You can use a tool like Google PageSpeed Insights to see how your site currently loads on mobile and desktop and get suggestions for improvement.

Some ways to improve your site load time include:

  1. Reducing redirects
  2. Optimizing image file sizes
  3. Enabling browser caching
  4. Minimizing HTTP request

By improving site load time, you’ll create a better experience on your site where your audience can access valuable information faster.

6. Use high-quality visuals to break up text

The last tip we’ll cover on web design for wealth management is using high-quality visuals. The last thing you want to do is have a website that’s filled with walls of text. People will immediately feel overwhelmed by all the text and bounce from your site.

That’s why visuals are so important — they help break up text and make it easy for your audience to look through your site.

You can use numerous types of multimedia, including:

Incorporating these visuals into your site will help provide visual points of interest and make it easy for your audience to browse and skim through the text on your site.

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Get started with web design for wealth management today

Wealth management web design is fundamental to making a positive first impression with your audience and getting them to stay on your site. If you aren’t sure where to start with your web design, though, WebFX is here to help.

We’ve designed over 1,128 websites, and we’d love to design yours too. With an extensive portfolio and over 1,020 client testimonials, you can feel confident you’re working with a team that will help you create the site your wealth management company needs.

Want to start driving more qualified leads through wealth management web design? Contact us online or call us today at 888-601-5359 to speak with a strategist about our web design services!

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