Built for financial advisors
SEO for a financial advisor is the work of ranking for the planning and retirement questions prospects research, booking discovery calls, and onboarding clients smoothly, all within your broker-dealer's compliance rules.
Trusted by financial advisors and forty other verticals across the Upstate.
What we build first for advisors
Greenville Digital Solutions builds planning and service pages, a discovery-booking agent that screens by asset level, and onboarding document automation, all routed through your compliance review.
Discovery call booking
A voice agent that screens prospects by the criteria you approve and books the discovery call.
Planning and service pages
Retirement, investment management, and planning pages built to rank and to answer the questions prospects research.
Onboarding automation
Client onboarding document collection, routed to keep the process smooth and compliant.
Local SEO & AEO
We engineer how Google, ChatGPT, and Voice Search describe your business.
Learn moreVoice AI Receptionists
Your phone never rings unanswered. Bookings, orders, payments, FAQs, 24/7.
Learn moreWeb & Programmatic Sites
Lightweight, fast, conversion-focused sites and city-grid SEO platforms.
Learn moreAI Automation & Custom Builds
Custom agents, computer vision, workflow automation that nobody else in the Upstate ships.
Learn moreResults from businesses like yours
Every number here is tied to a named client and a date.
Steele T. Williams Law
A solo litigation attorney needed local search dominance against established firms with dedicated marketing budgets, in a market where 90% of clients start with Google.
Read the case studyUniversal Projections
A specialty AV and projection installer needed local search visibility across a wide service radius without paying per-city for a dozen separate sites.
Read the case studyHow we work
Audit
We measure your market, competitors, rankings, and missed calls, and hand you a written report in two business days.
Plan
One page of priorities with real numbers: which pillar first, what it costs, what changes in 90 days.
Build
Pages, agents, and automations ship in weeks, each through code review and your approval before it touches your business.
Run
Rankings, calls, and bookings in one monthly report. When a number stalls, we fix the system, not the story.
What owners say after the first quarter
Sixty days to #1 for our money keyword. Past agencies took eighteen months and never got there.
They shipped a full K-12 lesson planning AI for me. Six generators, real production users, in under a month.
Who we build for
Local SEO is $600 a month for Essentials and $1,000 a month for Growth, both with new pages every month and a monthly report. The voice AI receptionist is from $500 a month plus setup. Websites start around $3,500 for a lite build, and automation is quoted per project. The audit that comes first is free.
Independent RIAs
Where planning content and discovery booking drive clients.
Broker-dealer reps
Where content routes through compliance review.
Retirement specialists
Where retirement pages capture timing-sensitive searches.
Fee-only planners
Where authority pages attract the right clients.
Therapists & Counselors
HIPAA-aware intake forms, scheduling, and discovery-friendly SEO for private practice and group clinics.
Chiropractors
New patient intake, recurring visit booking, and local SEO for chiropractic and adjustment clinics.
Optometrists
Eye exam booking, frame catalog sites, and local search for independent optometrists and vision care.
Make search your most reliable revenue channel.
Local SEO, the voice agent, the site, and the automation all run through one engineer and report in one place, so nothing falls between a web person and an SEO person.
Your industry, priced in one call
Free audit first. A person replies within one business day with a plan and a price.
Financial Advisors: questions owners ask first
Is the content compliant with my broker-dealer?
We write to your compliance guidelines and route content through your review before publishing.
Can the agent screen prospects by asset level?
Yes, using the questions you approve.
How fast do advisor sites rank?
Planning and city terms usually reach page one in 90 days.
What does an advisor program cost?
Essentials is $600 a month, Growth is $1,000, and the agent is from $500 a month. The audit is free.
Does it help with onboarding?
Yes, with document collection automation.
Do we own the content?
Yes.