Google Ads for Financial Advisors and Wealth Managers
We help financial advisors and wealth managers reach qualified prospects with policy-aware Google Ads, Microsoft Ads and SEO & AEO.
Reach prospects planning their future
Prospects research advisors carefully. We meet them with credible ads and helpful content.
- Retirement and wealth planning campaigns
- Microsoft Ads to widen search reach
- AEO content for financial questions
- Consultation tracking
Marketing services for financial advisors
Paid Google services first, backed by the channels that support them. We focus on marketing that produces leads and sales.
Google Ads / PPC search
Search campaigns built on the high-intent keywords financial advisors customers type when they are ready to act, with tight negative keywords to cut wasted clicks.
Google Ads management →Microsoft Ads
Microsoft Advertising (Bing) campaigns that reach an additional search audience alongside Google.
Google Ads management →SEO & AEO
Search engine and answer engine optimization so financial advisors show up in Google results, AI Overviews and AI assistants when buyers research.
SEO & AEO services →ChatGPT Ads
Ads in ChatGPT conversations, an emerging channel for reaching buyers while they ask an AI assistant for recommendations.
Google Ads management →Paid & managed social
Meta (Facebook and Instagram) ads and managed social media that build demand and retarget visitors who did not convert.
Social media marketing →Conversion tracking & reporting
Call, form, booking and sale tracking set up correctly, with clear reporting you can check in your own accounts.
Google Ads management →What makes marketing for financial advisors hard, and how we handle it
Compliance
Firm and regulatory review.
How we solve it: Copy prepared for your review and approval.
Qualified prospects
Many inquiries do not fit.
How we solve it: Qualifying pages and targeting.
Trust
Prospects need confidence.
How we solve it: Credential-led messaging.
How we run Google Ads for financial advisors
Policy-aware campaigns
Financial services ads have Google policy requirements and, depending on your registration, compliance review. We write ads and pages that avoid performance claims and work with your compliance process.
Retirement, planning and life events
People search around life events: retirement, inheritance, selling a business. We build campaigns around these moments with educational landing pages that invite a consultation.
Trust-building SEO and AEO
Advisor selection is about trust. Clear, helpful content and a strong local presence help your practice appear in search results and AI assistant answers when people research advisors.
Want more qualified prospects?
Book a free strategy call with a Google Premier Partner team. We reply the same business day.
Our process
Connect
A call with a certified strategist about your goals, markets and what a good lead or sale is worth to you.
Audit & plan
We review your current accounts, tracking and landing pages, then build an Action Plan for financial advisors.
Launch & track
Campaigns go live with conversion tracking in place, so calls, forms and sales are measured.
Optimize & report
Active management: search terms, bids, ads and pages improved continuously, with reporting you can check in your own accounts.
Numbers Don’t Lie!
- Since 2009
- Fortune 5000 Company
- Top 1% of digital marketing agencies
Our paid ad campaigns average a 12–16% conversion rate. That is an average across accounts, not a guarantee; results vary by industry, market and offer.
* Best result in an e-commerce Google Ads account; results vary by account.
Frequently asked questions
Can you work within our compliance process?
Yes. We provide copy for your compliance review before launch.
Do you run Microsoft Ads for advisors?
Yes, we test it alongside Google Ads.
Do you require a long-term contract?
No. Paid ads (Google Ads, Microsoft Ads, paid social and ChatGPT Ads) are month to month with no long-term contracts. SEO has a 3-month minimum because organic results take time to build.
What results can we expect?
Our paid ad campaigns average a 12–16% conversion rate across accounts. That is an average, not a guarantee; your results depend on your market, offer, budget and website. We set up conversion tracking first so you can see exactly what the campaigns produce.
How quickly will we hear back?
We reply the same business day. Book a call or phone (800) 707-2697 to talk about marketing for financial advisors.
More Professional Services pages
Talk to our professional services marketing team
Paid ads are month to month. Call (800) 707-2697 or book a call.