Rank Your Financial Advisory Firm
In Your City. Or You Don't Pay.
We rank your Wealth Management Firm for 10 high-value keywords like "retirement planning," "fiduciary advisor near me," and "estate planning." If we don't hit Page 1 in 90 days, billing stops ($0 USD) until we deliver.
Why General SEO Agencies Fail Advisors
Most agencies rank you for broad terms like "what is an IRA" (informational traffic) instead of "retirement planning [City]" or "wealth management for business owners." You get traffic, but no qualified high-net-worth inquiries.
The old model is broken. You pay high monthly retainers to market your Financial Services with no guarantee of new AUM. They get paid even if you don't book a single consultation.
The Lead Quality Risk
We focus only on high-intent keywords that drive major portfolio inquiries. We put our revenue on the line with a performance guarantee.
The Sage Protocol
The Sprint ($500/mo)
Months 1-3. We overhaul technical SEO, optimize your Google Business Profile, and build industry authority.
The Guarantee
Miss the target? You pay $0. We work for free until you rank. 12 month fail? 100% Refund.
Success Pricing
Once ranked, your bill drops to $250/mo for maintenance and defense.
Interactive Pricing
We believe in total transparency. Toggle the scenarios to see exactly how our performance affects your invoice.
Scenario: Success!
We ranked your advisory firm. Your bill drops to $250/mo for maintenance.
Monthly Investment (USD)
Frequently Asked Questions
In that case, we focus on growth. We select new high-intent keywords not yet on Page 1 (e.g., "Wealth Management" vs "Retirement Planning") to expand your high-net-worth client volume.
After the first 3 paid months, if goals aren't met, we work for free for the next 9 months (12 total). If we still fail to rank 5 keywords on Page 1, we issue a 100% refund.
Ideally, we research and select the top 10 keywords that drive the most profitable investment advisory leads. However, you are welcome to select them yourself if you have specific service priorities.
No. Our agreement is for the 3-month sprint. After that, it converts to a month-to-month arrangement. We keep you as a client by results, not paper.
No. We start billing 10 days before your actual service cycle begins. You don't pay anything before we start working on your firm's SEO.
We work with established financial advisory and wealth management firms in developed economies (95% acceptance rate). We reserve the right to decline if our check finds illegitimate business models or payment risks.
False. Local agencies often charge 3-5x the price due to high office overhead. Performance is based on algorithm mastery, not physical proximity. Save that budget for your client events.
Google advises against guaranteeing specific #1 spots. We guarantee our performance benchmarks. If we don't deliver the Page 1 results we defined, you simply stop paying.
Goal Achieved = Your website in the organic top 10 results OR your firm in the "Local Map Pack" for the target advisory service.
The first 3 months are labor-intensive (technical cleanup, authority builds, citation repair). Once ranked, we shift to maintenance mode, passing the efficiency savings to you.
No. We maintain strict exclusivity. We do not enroll multiple advisory firms from the same local search radius to avoid conflict of interest.
Ready to Scale Your AUM?
We accept exactly 1 Financial Advisor per territory. Secure your exclusivity.