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PortfolioInvestment Designers

Helping a Financial Planning Firm Attract Potential Clients

We modernized Investment Designers’ website design, reorganized their website content, and implemented SEO strategies to better attract potential clients.

Desktop computer displaying the Investment Designers website homepage, featuring a waterfront city photo and the headline “Client-Focused Financial Planning.”

About Investment Designers

Investment Designers is an independent financial planning firm with three offices across Wisconsin. They specialize in developing retirement plans for small businesses and creating customized financial plans for individuals and families. As fiduciaries, they prioritize transparency and are deeply committed to offering clear, personalized guidance to help individuals, families, and small businesses achieve their financial goals and long-term aspirations.

Business Type
Financial Planning
Business Locations
Appleton, WI, Brookfield, WI, Waupaca, WI
Services Provided
Information Architecture, Web Design, Copywriting, Search Engine Optimization
A banner-style website section for Investment Designers labeled “ABOUT US,” showing a smiling man and colleagues in the background with text about empowering individuals, families, and businesses.
Close-up of the “Financial Planning Services” page in a web browser, highlighting Investment Designers’ top navigation with a client portal login option.

The Challenge

Investment Designers faced a series of challenges with their previous website. The outdated design reflected poorly on their business, requiring a refresh to bring it into alignment with modern standards. The site’s content was poorly organized, making it difficult for visitors to navigate and understand their services. And the site’s structure and content weren’t optimized for search engines, significantly limiting their online visibility and ability to attract new clients.

Tablet held in both hands, displaying Investment Designers’ service offerings such as retirement planning, tax planning, investment management, and tax-efficient retirement income planning.

The Solution

Our team refreshed Investment Designers' website design, updating its look and feel to reflect a more contemporary and professional image. We reorganized and expanded their website content to improve engagement and ensure their services are clearly communicated to their audience. We also performed keyword research, on-page SEO, and technical SEO to boost their site's visibility in search engines, helping them reach and connect with more potential clients across Wisconsin.

Overview of the planning process page, listing Consultation, Discovery, and Financial Plan Delivery Meetings with brief descriptions of each step.
Smartphone screen showing Investment Designers’ step-by-step financial planning process, starting with a Consultation Meeting and Discovery Meeting.

“Our previous website wasn’t doing us any favors—it felt outdated and didn’t really capture who we are as a company. Surge gave us a fresh, modern design and reorganized our content in a way that makes it easy for our clients to find exactly what they need. The improved structure and clear messaging have made a noticeable difference in how we connect with new clients online.”

Gerald W. NackersAIF®, Partner & Financial Advisor, Investment Designers

Project Components

  • Wireframes
  • UI/UX Design
  • Website Copy
  • Keyword Research
  • On-Page SEO
  • Technical SEO
Seraphinite AcceleratorOptimized by Seraphinite Accelerator
Turns on site high speed to be attractive for people and search engines.