Squarespace for Financial Advisors

squarespace for financial advisors

When it comes to locating a trusted financial advisor, you really need to do your homework. One of our newest clients, Formation Wealth Management, implements individualized wealth management strategies for families and individuals, with a special focus on military veterans. This made for a fun twist on the traditional financial website—and Fix8 Media’s Squarespace designers and developers enjoyed crafting the aesthetic.

Company founder Max Neumayer has over 20 years of military service and over 17 years of financial experience, which makes for a cool differentiator. Max wanted to get his unique understanding of those with military backgrounds across very clearly on his new Squarespace website, while at the same time bringing to the forefront his qualifications, experience, and personal approach to working with clients.

Built in the Mercer template, Formation’s new Squarespace site opens with a powerful image of two planes and the company’s tagline: Your Family’s Wingman. The connection between Max’s past and present experience is made immediately, and his customer service and relationship-building model is conveyed as you work your way down the page.

Taking advantage of Fix8 Media’s Squarespace Full Monty package, Max received a total brand experience—from a new logo by our graphic designer to compelling content perfected by our editor to a solid SEO foundation crafted by our Squarespace SEO specialist. The new Formation website is a cohesive presentation of Max’s services, background, and experience—and a compelling pitch to anyone, particularly those who have served in the military, seeking a financial advisor.

The sky’s the limit,

Fix8 Media