Financial advisor website templates. Pick one and Cactal builds it.
74 designs for financial planners, wealth managers, retirement advisors, fee-only firms and family offices, including advisors who serve teachers, professionals or business owners. Choose one and Cactal turns it into your firm's website, with your services, your advisors and a form for consultation requests.
Financial advisor website designs
A laughing couple on a porch and a warm serif headline make retirement planning feel personal and easy to start.
A deep teal panel and a client meeting in a book-lined office feel established without feeling distant.
A sunlit kitchen table meeting and a client-first promise, for retirement advisors who keep things personal.
A solid navy panel beside three generations on a dock, for long-established firms that plan for families.
A big plain headline says exactly who the firm serves, beside a laughing couple on a lake dock.
A warm brown wash over a client meeting and a plain promise to simplify, for firms that want to feel approachable.
An illustrated advisor walking a couple through a map makes long-term planning feel like a guided journey.
A father and grown daughter at the table make estate planning about the next generation.
A blunt headline and an ask-a-question button give people facing a big money decision an easy way in.
A podcast recording photo with listen and second opinion buttons, for retirement planners who teach on air.
Speaks to families building wealth for the first time, beside three generations laughing on a beach.
A bold sans headline on navy beside a candid meeting, for firms that help families plan and pass on wealth.
No photo, just a deep red band and a founder's letter below, for fee-only planners who lead with their story.
A clean white page and one smiling couple keep the focus on a simple, personal retirement plan.
A grandfather reading to his granddaughter turns tax planning into what a family gets to pass on.
A bright room with a water view and a navy headline, for fee-only firms that manage wealth for families.
A relaxed kitchen scene and a frank, funny headline, for planners who serve high earners new to managing money.
A young doctor in scrubs at the table under a time-saving promise, for planners who serve physicians.
Layered torn paper over slate blue gives a crafted, tactile feel to a firm serving families and founders.
Three short promises on income, taxes and investing sit under the headline, above a free review button.
A dark meeting photo and a headline in white and orange, for firms that plan for clients and their heirs.
A sunny lake dock and one gold italic word in the headline, for planners who serve families and business owners.
The founder's portrait fills the page with a call button in his name, for a solo planner clients hire personally.
Tall colored panels on the right double as navigation, a fresh touch for a firm that invests by values.
A free webinar and an age-based link sit beside the call button, so people near retirement have softer ways in.
A family cooking together and a short, kind promise make retirement planning feel simple and warm.
A watercolor meeting by a lake window softens a firm that handles complex finances for families.
Names the city in the headline and puts the address, phone and email under the button, for local firms.
A family at sunset, a promise that the plan changes as life does and a video link, for life-stage planners.
Names teachers in the headline over a quiet grading scene, for fee-only planners who serve educators.
A cream page that fades into a harbor at sunset, for advisors to executives, owners and families in transition.
A short navy hero lets the next section show on the first screen, for firms serving families and retirees.
A white panel over the photo pairs personal advice with sustainable portfolios, for firms that invest responsibly.
A translucent panel over a three-generation meeting and a clients button, for a firm serving families and founders.
Leads with flat-fee pricing and a free intro call, for planners who help busy professionals with equity pay.
A fit-check button and a pricing page in the menu, for planners who serve teachers in their state.
A faded meeting photo behind a centered headline and a team band below, for firms that lead with their advisors.
Admits life gets hard, promises to face it together and names its town, for planners who serve local families.
Two advisors photographed on a plain backdrop lead the page, so prospects meet the team first.
A moody pier and a plain statement of who the team is, for fee-only firms that also do tax work.
Three generations in black and white with services in a navy bar below, for planners focused on legacy.
The planner says hello in a classroom setting, with free guides in the menu, for planners who serve one profession.
A couple with mugs on a porch at sunset and a plain promise of independence, for retirement-focused planners.
Serves individuals and companies in one headline, for firms that also run retirement plans for employers.
A gold headline names one profession and blueprints sit on the table, for planners with a niche.
A swimmer wading into the sea gives a fresh, calm feel to planning for busy professionals with equity pay.
A couple strolling a boardwalk at dusk beside a plain headline, for planners who guide people into retirement.
Two cards split the page by client type, so families and foundations each find their own way in.
A centered headline over a client meeting and an intro below, for fee-only firms that put their duty first.
Names its client groups in the headline and offers a free review in a bar across the top.
Puts a service member and his wife at the table with their advisor, for planners who serve the military.
Three cards under the photo name the clients served, so families and owners can see the fit at a glance.
A dusk meeting lit by lamps and city lights, for a family office that wants to feel personal and polished.
Opens with a question and a short video instead of a sales line, for larger firms with many advisors.
An advisor listening closely, with a video link, for a family office serving founders, executives and foundations.
Tabs under a sunset photo send families, institutions and other advisors their own way, for a larger firm.
A ZIP code box sends prospects to their nearest office, for firms with advisors in many towns.
A warm family scene framed in navy, with a stats panel for a bigger firm that wants to show its scale.
A bright meeting photo and a talk to an advisor button, for planners who get to know the whole family.
Names the professions it serves in a bold headline beside two clinicians, for planners in a medical niche.
A large green gradient headline and no photo, for planners who want a light, modern page.
An empty boardroom at dusk and three short promises underneath, for a family office that works quietly.
A no-commissions promise and a fiduciary band with three icons, for fee-only planners serving clients at every life stage.
Grandparents and grandkids carrying a canoe to the water, for planners who work with whole families.
Leads with a large headline instead of a photo, with client photos in a strip below, for wealth and trust firms.
A dropdown lets visitors pick their situation, like selling a business, for planners who serve owners.
A client meeting up top and a welcome with a city photo below, for local planners who name their hometown.
A sail seen from below and a short capitalized line, for an investment office serving a few private families.
A black and white lake with one orange button and contact details up top, for firms that keep things understated.
A grandmother and granddaughter fixing up a boat at sunset beside a soft panel, for planners who help families.
A couple watching the sunset from a dock under a short, centered promise, for firms that keep the message simple.
A webinar replay card sits under the headline, for firms that teach as they advise families, owners and nonprofits.
Three stat cards overlap the bottom of a dusk lake photo, for a bigger firm that wants its scale seen first.
A meeting photo under a dark green header and a short firm intro below, for independent fee-only planners.
Every design is an illustration by Cactal. The firms, people and photos in them are fictional. Updated October 2026.
Describe your firm
Who you advise, how you charge and how new clients should reach you. Cactal writes the pages, sets up your consultation form and publishes the site.
How it works
1 Pick a design
Browse by specialty and open any design to see it full size.
2 Add your firm's details
Your services, fees, advisors and how new clients should reach you. Cactal writes every page and builds the site from your design.
3 Publish
Ask for changes in plain words until it's right, then publish free on a Cactal domain, or on your own domain with Pro.
What a financial advisor website needs
Who you work with, in the headline
Retirees, business owners, young families or people with company stock: name your clients up front so the right people recognize themselves.
How you're paid, in plain words
Fee-only, hourly, a flat fee or a percentage of assets: explain it on its own page. Prospects compare costs, and saying it plainly builds trust.
Advisors with faces and credentials
Photos, designations, experience and the kinds of clients each advisor serves. People choose an advisor they feel they already know.
One clear next step
A short consultation request form or a button to your scheduling tool on every page, with a line on what the first meeting covers.
Disclosures, reviewed before you publish
Rules on testimonials, performance figures and disclosures depend on how your firm is registered. Have your compliance review cover the site, and keep required disclosures in the footer.
A client login that links out
Existing clients often visit only to check their accounts. Put a login link in the header that opens the portal your custodian or planning software provides.
Questions
Are these financial advisor website templates free?
Every design here is free to start from. You can sign up, build and publish on a Cactal domain without a card and with no time limit. Putting your site on a domain you own is $25 a month on Pro, or $240 a year.
Do I need to know how to code or design?
No. Describe your firm in plain words and Cactal builds, edits and publishes the site. When you want a change, ask for it the same way.
How much does a financial advisor website cost?
A custom build from a financial advisor marketing agency often runs into the thousands of dollars and takes weeks. A builder template costs less, but you still write and fill in every page. With Cactal it's free to build and publish on a Cactal address, and your own domain is $25 a month on Pro, or $240 a year, with no setup fee.
Can I use my own domain?
Yes. Every site starts on a free Cactal address. Connect a domain you own on Pro for $25 a month, or $240 a year, and each additional website on its own domain is $20 a month.
Who owns the website?
You do. Every Cactal site is real React source code, so you can take it and run it anywhere. There is no export to buy.
Are these real financial advisors?
No. Each design is an illustration made by Cactal, and the firm names, people, numbers and photos in it are fictional. Your site is built around your own firm.
Will my site meet compliance and advertising rules?
As with any website, you're responsible for what it says. Cactal builds from the details you give it, so have your compliance review check testimonials, performance figures and disclosures before you publish.
Can prospects book a meeting on my site?
Cactal doesn't include scheduling. Your site can link to or embed the scheduling tool you already use, and Cactal can add a consultation request form that emails you each request.
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Your financial advisor website, built for you.
Pick a design or just describe your firm. Free to start, no card needed.
Start building