A Website and Social Presence for an Independent Advisor

Seals Financial is an independent, fiduciary firm with offices in Lexington, Kentucky and St. Thomas in the U.S. Virgin Islands. Steve Seals works with retirees, pre-retirees, small business owners, and employees of the University of Kentucky, Toyota Georgetown and Baptist Health.

Steve came to Harris & Ward for his website and social media because he wanted a local team he could reach quickly. We built a new site around his practice and took over his monthly social content, so prospects get the same clear message on his website and his social channels.

Website
Crafted
For You

For a financial advisor, the website has one job before anything else: earn enough trust that someone books a first conversation. We built the Seals Financial site around Steve, his clients and the questions people bring to an advisor, using real photography of Steve and his team in place of stock images.

Visitors can find what they need by service or by who they are. Retirement planning, investment management, estate and legacy planning and 401(k)s for business each have a clear home, and pages for UK, Toyota and Baptist Health employees speak directly to the groups Steve serves most.

Seals Financial website homepage designed by Harris & Ward

Built For
Any Device

Most of Steve’s prospects look him up on a phone first, often after a referral. Every page is responsive, loads quickly and keeps the path to a first visit one tap away, whether someone is in Lexington or the Virgin Islands.

Seals Financial website on desktop and mobile

Social
Media

Social media keeps Seals Financial in front of clients between meetings and gives prospects a reason to trust Steve before they call. Each month we plan, design and publish original posts built around the moments his clients are actually thinking about: Medicare open enrollment, Social Security timing, required minimum distributions and beneficiary designations.

Every post is written to educate without overpromising, and the designs carry the same colors and compass mark as his website, so the brand looks the same everywhere people find him.

Seals Financial Q and A post about whether a will controls who inherits a 401kSeals Financial Medicare open enrollment reminder postSeals Financial post explaining retirement milestones at 59 and a half and 62Seals Financial post explaining retirement ages 70 and 73Seals Financial post about housing costs that continue in retirementSeals Financial post about claiming Social Security before full retirement age

Recent posts from the Seals Financial Facebook page, designed and published by Harris & Ward.

Stephen Seals of Seals Financial

“As a financial advisor, I recently made the switch to Harris and Ward after working with another company for my website and social media. While I was satisfied with my previous firm, I wanted a more local connection, and I couldn’t be happier with my choice. From the very beginning, Bradley and the entire team have been incredibly responsive and supportive, taking the time to guide me through each step.”

Stephen Seals

Seals Financial Planning & Investments

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Bradley, Client Strategy at Harris & Ward

Bradley

Client Strategy