Contact Us
One-time project

New firm launch

Everything a new RIA or independent advisor needs to open their doors with a professional marketing presence — website, branding, content, and digital foundation.
$8,000one-time
Book a Call →
See what's included
  • Advisors only
  • Complete marketing foundation
  • No recurring commitment required
What you get

Your entire marketing foundation, built and launched in one project.

New firms don’t need a monthly retainer on day one — they need a foundation that looks established from the start.
Professional website
Custom-designed, mobile-responsive advisor website on WordPress
Brand identity
Logo, color palette, typography, and visual system
Website copy
Homepage, about, services, and contact page copy
Google Business Profile
GBP created and optimized for local visibility
Email foundation
Email platform setup with branded template and welcome series
Analytics & tracking
Google Analytics, Search Console, and conversion tracking installed
Why your launch matters

First impressions are permanent in wealth management.

When a prospect checks out a new advisor, they Google you. If what they find looks like a template site, they move on.
We build a marketing foundation that makes your firm look like it’s been operating for years.

Established presence from day one

Your website, brand, and Google presence look polished before your first meeting.

Compliance-ready

Everything is built with SEC/FINRA review in mind.

Growth-ready foundation

Built on systems that scale. Integrates with the Ascent System when ready.

Fast turnaround

Most launches live within 4–6 weeks.

How it works

Three steps. Then it runs.

1. Discovery & brand

Weeks 1–2We learn your practice and ideal clients. Brand identity and site architecture delivered for approval.

2. Build & write

Weeks 3–5Website designed and developed, copy written, email foundation set up, GBP created.

3. Launch

Week 6Everything goes live. Analytics installed, tracking confirmed.

Pricing

Simple, transparent pricing.

New Firm Launch
$8,000one-time project
Terms: Fixed project scope. No recurring commitment. Upgrade to Ascent when ready.
  • Custom advisor website (WordPress)
  • Brand identity (logo, colors, type)
  • Website copy (4+ pages)
  • Google Business Profile setup
  • Email platform + welcome series
  • Analytics + conversion tracking
Book a Call →
Is this the right fit?
Good fit
  • Launching a new RIA or going independent
  • Need everything built at once
  • Want to look established from day one
Consider instead
  • Already have a website
  • Need ongoing marketing immediately
When you're ready to grow
The Ascent System picks up where the launch leaves off. Learn more →
Questions

What advisors ask about new firm launches

Most launches are live within 4–6 weeks from kickoff.

We write the website copy based on a discovery session with you.

That’s what the Ascent System is for. Your foundation integrates directly.

No. Every site is custom-designed for your firm.

We’ll work with your existing brand. The project scope adjusts.

The advisor's guide to launching well

What new RIAs and independent advisors need to get right from day one

Launching a new advisory firm is an exercise in building credibility from zero. A new firm has to earn every first impression through its digital presence.

First impressions in wealth management are permanent

When a prospective client is referred to a new advisor, the first thing they do is Google your name. If they find a template website with stock photos, that impression is very difficult to reverse.

Brand identity for independent advisors and RIAs

Your brand is the visual and verbal system that tells prospects who you are before they read a word of copy. It needs to feel like a firm that’s been operating for years.

Website architecture for a new advisory practice

A new firm website needs a homepage, about, services, and contact page at minimum – built on WordPress for ownership and flexibility.

Google Business Profile: local visibility from launch day

A properly configured GBP means you show up in local search results from the day you open your doors.

Building a growth-ready foundation

The biggest mistake new firms make is building something that can’t scale. We build on the same platform used by established firms in the Ascent System.

Launch your firm with a marketing foundation that looks established from day one.

A 30-minute call. We’ll scope your launch and give you a realistic timeline.
Book a Call →