The #1 Financial Services SEO & GEO Agency
For 17 years, we have turned financial services websites into a dependable source of qualified consultations, new clients, and assets under management. Today, that means beating your competitors in two search landscapes: Google and AI.
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Strategy, Execution, and Accountability Under One Roof
- Strategy
A Fully Custom Plan, Built First
Planning consumes the first month by design: SEO, GEO, and conversion audits with the technical SEO finished concurrently. Since financial services sits squarely in Google's Your Money or Your Life classification, the plan maps the authority signals required to rank, and what AI models currently say when prospects ask about firms like yours. - Execution
Content Creation By In-House Experts
In-house W2 writers with financial backgrounds produce your six to seven monthly deliverables. Weekly interviews with your advisors or product leads supply the substance, and every piece routes through your compliance review, consistent with SEC and FINRA marketing rules where they apply. - accountability
Reporting on the KPIs that Matter
Qualified consultations and new client relationships lead your report, with AUM-weighted attribution for wealth firms. AI platform reputation follows, and every published asset is archived for your compliance records.
- "Our compliance officer was the biggest skeptic in the building, and she is now the reason we renew. Drafts arrive pre-verified with sources attached, review takes days instead of weeks, and the consultations coming in are exactly the households we built the firm to serve."Managing Partner, Registered Investment Advisor
Financial Firms We Work With
Wealth Management & RIAs
Campaigns for the searches that precede a household's most reluctant switch: choosing a new advisor.Client experience
Banks & Credit Unions
Product and community coverage for institutions competing against national brands on local trust.Client experience
Insurance Agencies & B2B Finance
Content for insurance and B2B financial services where comparison is constant and loyalty is thin.Client experience
Accounting & Tax Firms
Seasonal and advisory campaigns that convert deadline panic into year-round engagements.Client experience
Private Equity & Alternative Investments
Authority content for firms whose reputation is checked by LPs, founders, and AI models before any meeting.Client experience
Financial Planning & Retirement
Life-stage content for the retirement, education, and estate searches families run at kitchen tables.Client experience
Financial Services Marketing
Financial Services SEO
Authority-first campaigns built for YMYL standards, where credentials, sourcing, and expertise decide who ranks.
GEO / AEO
Clients now ask AI who should manage their money. We work on what the models believe about your firm until the referral is yours.
Agentic Search Optimization (ASO)
AI agents are learning to shortlist advisors and compare products. We make your firm one they can verify and recommend.
GEO / AEO Consulting
Strategy and oversight for firms whose compliance posture requires content production to stay inside the building.
Technical SEO
Architecture, speed, and indexation completed in month one, including the compliance-archive and disclosure page structures financial sites need.
Conversion Rate Optimization
More consultations from existing visitors, tested within the disclosure requirements your offerings carry.
Regulation-Ready Financial Content
Written by financial writers, verified against your documents, and routed through your review consistent with SEC and FINRA marketing rules.
Financial Services Website Design
Design that communicates fiduciary seriousness at a glance, because prospects judge stewardship by presentation.
Financial Services Paid Search Management
Google Ads for regulated offerings, run through the same review standards as our content and rebalanced as organic matures.
Are we the right partner for you?
We are a strong fit when
- New client relationships, weighted by their value, are how you want marketing measured.
- You want a partner fluent in compliance review, not one who treats it as an obstacle.
- You compete in a YMYL category and accept that only demonstrable authority earns visibility there.
- You want your firm to be the one AI names when someone asks who to trust with their finances.
- You would rather review our performance quarterly than be bound annually. We agree.
We are not a fit when
- The budget cannot reach senior-level work yet. Our pricing assumes senior people, intentionally.
- You want output volume for its own sake. We answer for consultations and reputation.
- You are settled that AI visibility is a technical markup question, and further discussion is unwelcome.
- You want short-term lead volume with no patience for building durable authority.
Our Financial Services Results, In Numbers
- 17Years in financial services marketing
- 173Financial firms served to date
- 47Active financial services clients
- 4.9 yrsAverage financial services client relationship
- 4,300Financial pages & articles produced
- 116%Average increase in organic traffic
- +63%Increase in client mentions in AI results
- 31%Average annual growth in qualified consultations
- $3.1MAverage annual new net revenue per client
- 17%Average reduction in client acquisition cost
- 6.6 moAverage time to breakeven on a campaign
- 48%Average first year ROI
Common questions from financial firms
How are your engagements structured?
Month to month, fully. Firms that manage other people’s money understand fee-for-performance instinctively, and that is the arrangement: a planning month, then full production, evaluated continuously.
What happens in the first month?
Audits of SEO, AI platform standing, and conversion, technical SEO completed, and your compliance workflow established: reviewers named, archive procedures set, disclosure standards documented, so month two’s content moves through review without friction.
What do we receive each month?
Seven deliverables with SEO and GEO combined, six with GEO alone: service and life-stage pages, original research from market and client data, comparison content for provider-selection searches, and brand PR that compounds your authority, every piece through your review first.
Who writes our content?
In-house W2 writers with financial services experience, interviewing your advisors or product specialists weekly. Claims are verified against your documents and current regulation, drafts arrive with sources attached for your reviewers, and published work is archived consistent with SEC and FINRA recordkeeping expectations.
When should we expect results?
Consultations generally emerge in month 3 or 4 and grow as authority accrues. Financial services campaigns average 6.6 months to breakeven, a reflection of YMYL ranking standards, and 48% first-year ROI with returns steepening in year two.
What KPIs do you report on?
Qualified consultations and new relationships, AUM-weighted for wealth firms, product-attributed for institutions. AI platform reputation is the second line, with rankings and traffic as leading measures beneath it.
About First Page Sage
With over 17 years of experience, First Page Sage is a pioneer in both SEO and GEO/AEO, and one of the most experienced SEO firms in financial services, serving banks, RIAs, and investment firms nationwide. Our approach is built on a simple philosophy of excellence: When our clients grow, so do we.