Website management & SEO support for financial services firms

Your website is often the first thing a prospective client or referral partner checks before reaching out—and in financial services, an outdated disclosures page, a broken contact form, or stale blog content can cost you that relationship before it starts. Firms managing RIA compliance requirements, service page updates, or ongoing content publishing often don't have bandwidth to keep the site current alongside everything else. A Trusty Oak EA handles the maintenance and visibility work so your digital presence reflects the quality of your practice.

Fractional website management & seo support for financial services firms

How Trusty Oak handles website management & seo for financial services firms

A Trusty Oak EA assigned to your website management and SEO work typically operates inside your existing CMS—whether that's WordPress, Squarespace, or Wix—handling page updates, publishing blog posts you've drafted or approved, and making sure metadata, headers, and internal links are structured correctly for search. For financial services clients, this often includes updating ADV disclosure links, refreshing service descriptions when offerings change, and ensuring regulatory language stays current on relevant pages. On the SEO side, your EA can work within tools like Yoast, SEMrush, or Google Search Console to monitor keyword rankings, flag technical issues, and implement on-page optimizations based on a strategy you've already set or one developed with your Client Success Manager. Your role is primarily review and approval—especially for any content that touches compliance-sensitive language—while the EA handles execution, scheduling, and tracking.

What your EA takes off your plate

Before your first session, pull together your CMS login credentials, any compliance review process you follow before publishing content, and a list of the pages that get updated most frequently—disclosures, team bios, and service descriptions are usually the top three for financial services firms. The most common mistake is handing off website access without clarifying which content requires compliance review before going live; your EA will follow whatever approval workflow you set, but you need to define it upfront so nothing gets published prematurely.

1

Compliance Page Audits and Updates

Reviewing and updating disclosure pages, ADV links, and regulatory language to reflect current firm information and reduce compliance exposure.

2

Blog and Thought Leadership Publishing

Formatting and publishing approved articles in WordPress or your CMS, including adding metadata, internal links, categories, and featured images optimized for SEO.

3

Google Search Console Monitoring

Logging into Search Console weekly to identify crawl errors, index coverage issues, or drops in impressions that need attention before they affect rankings.

4

On-Page SEO Optimization for Service Pages

Updating title tags, meta descriptions, H1/H2 structure, and keyword placement on core service pages targeting searches like 'fee-only financial planner [city]' or 'RIA for small business owners.'

5

Website Performance and Broken Link Reporting

Running monthly audits using tools like Screaming Frog or Ahrefs to catch broken links, slow-loading pages, or missing alt text, then fixing or escalating issues as appropriate.

Tools our team works with

We adapt to your existing stack — no forced migrations.

Google Analytics 4
SEMrush
Google Search Console
Ahrefs
Screaming Frog
WordPress

...and many more!

Trusted by financial services firms

Trusty Oak supports financial services firms including Dominion Fund Services — handling everything from website management & seo to broader operational support.

What website management & seo support costs for financial services firms

Drag the sliders to build a monthly plan that fits your workload.

Executive Assistants
~$35/hour
10 hours $350
Specialists
~$50/hour
20 hours $1,000
Fractional Executives
~$95/hour
0 hours $0
Your monthly budget
$1,350

Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.

Book a Discovery Call

Frequently Asked Questions

Yes—your EA works within whatever approval workflow your firm already has in place. If content needs to be reviewed by your CCO or a compliance platform like Smarsh or Orion before publishing, the EA will draft and stage it for review rather than pushing it live. You define the guardrails; they execute within them.
Trusty Oak EAs are best suited for executing an existing strategy—implementing on-page changes, publishing content, monitoring rankings, and flagging issues—rather than building a strategy from scratch. If you need a full SEO strategy developed, that may involve a Specialist-level engagement; your Client Success Manager can help scope that during onboarding.
It means your EA has handled real website management and SEO workflows across multiple client engagements, not just theoretical knowledge—but it also means you should be specific during onboarding about your firm's compliance requirements rather than assuming they're implied. Financial services has unique content rules that your EA will respect once they're clearly communicated.

Keep your firm's website working as hard as you do

Starting at $1,000/month with a dedicated Client Success Manager, Trusty Oak can have an EA supporting your website and SEO work within days. The onboarding fee is $300 and includes a Strategic Delegation Plan built around your firm's specific needs.