Get Found in Search Results

We’re here to work with you as a true SEO partner, elevating your business in search results, and providing the best SEO service to help you grow.

Clients of Jason Shaffer Group


We’re an experienced SEO team that’s breaking the traditional boundaries that large agencies have built.

As a wealth management SEO Company with over 15 years of experience, our approach to SEO is client-focused and adaptive, and our team ensures direct communication and customizes strategies on an individual client basis. We offer the flexibility of no contracts and consistently deliver impressive results for local businesses and national brands, adjusting seamlessly to the fast-changing landscape of search engines.

Our portfolio reflects our strong grasp of market trends and our commitment to meeting our clients’ needs. We have proven experience in boosting the online visibility of both established wealth advisory firms and startups, making us a dependable partner for wealth management SEO. Being small, maintaining exceptional communication, and achieving results is the pride of our team. We understand your time is valuable; let us give you a proposal today!

Jason Shaffer, SEO Expert and Consultant
Local SEO Company Testimonial

JSG has been incredible to work with. Our site required some major updates on the development side of things. We noticed a dramatic increase of leads. We’re looking forward to continuing our relationship with Jason as he continues to build our SEO and optimize our site.

Theresa Messenger / Google

My company was using a lead generation company when we reached out to Jason. I wanted someone with a more organic approach to SEO. We're now getting more quality leads and Jason continues to work on our site to make sure we are visible and gaining rank. Very happy with the service and quick responses.

Ryan Felty / Google

Jason and his team have played a significant role in the growth of our business. We switched from another local marketing company to JSG several years ago, and the results have been great - and they're always responsive. Highly recommended!

Kyle Powell / Google

Read more of our reviews on Google.

We're excited to announce that JSG has been recognized as a top Search Engine Optimization company for the 5th year in a row in 2023 by, a leading business services ratings and reviews company.

JSG is a wealth management seo company with a banner image featuring wealth advisor posing for picture
Grow your business with SEO

Benefits of our Wealth Management SEO Company

Our team brings a unique advantage to the SEO landscape with our 15+ years of hands-on experience. We are committed to creating and implementing effective search engine optimization strategies that drive measurable results. Our transparent and client-focused approach ensures you are always informed and involved. By choosing our wealth management SEO services, you benefit from our extensive SEO experience at a fair, transparent monthly rate without hidden fees.

Our flexibility and value in client relationships mean we avoid long-term contracts, preferring a more dynamic and commitment-free approach. Our team’s smaller size ensures personalized attention, eliminating the hassle of dealing with changing account managers or inexperienced staff overseeing or managing your SEO campaign. You’ll enjoy direct communication with us, available through email, text, or a phone call. Furthermore, our deep understanding of both the local market and national trends allows us to set and achieve realistic goals that will enhance your competitive edge. Our custom-tailored wealth management SEO services will achieve higher search rankings, which results in;

  • increased traffic to your website,
  • increased search rankings for your products and services,
  • increased brand awareness and visibility online,
  • increased value perception over your competition,
  • improved website speed, load performance, and usability,
  • increased number of sales and leads: retail, phone, email, eCommerce

Features of our Wealth Management SEO Services

Each wealth management firm has its distinct characteristics, such as unique content, location specifics, and services offered. As search engines like Google and Bing continually enhance their algorithms and integrate advanced technologies like RankBrain (artificial intelligence), Generative AI, and BERT (natural language processing), the importance of high-quality content and a robust back-link profile is intensified. And even more important is understanding how these changes to SEO algorithms impact local businesses.

To elevate your wealth advisory firm’s visibility in organic search rankings, Google Maps, and Bing Maps, our SEO strategies focus on addressing the key components of search engine optimization. This custom approach ensures that your wealth management company’s unique needs are met, adapting to the latest SEO developments and positioning your business for search success. Our SEO strategies are designed to address the critical elements of search engine optimization which include:

  • Develop a keyword strategy to target keywords that will drive traffic/leads
  • Optimize on-site architecture: meta, tags, headings, alt tags, internal linking
  • Optimize technical architecture: schema, redirects, performance, speed
  • Optimize content/landing pages for target keywords
  • Optimize Google/Bing maps and profiles
  • Develop backlinks from local and authoritative websites
  • Business citation management: name, address, phone number, business details
  • Monitor and track keyword ranking improvements
  • Optimize call-to-actions based on analytics, behavior flow, and user experience
  • Competitor analysis and monitoring

How to Reach Your City and Beyond

Your website’s optimization isn’t fully leveraging its potential for maximum search visibility, limiting organic traffic from non-branded keywords related to your services. A lack of organic ranking is likely leading to reduced website conversions. Not being visible in organic search results is frustrating, especially knowing that potential customers might be discovering your competitors instead. A well-designed website is only effective if it reaches the right audience.

Our SEO strategy for wealth management firms focuses on elevating your website’s rankings in a specific geographic area, both in search results and map listings. Local SEO is a vital component of your marketing strategy, as many successful businesses attribute their client and customer base primarily to referrals and effective Local SEO. With a robust SEO strategy, your wealth advisory firm will feature prominently in local and location-specific searches. Additionally, if you aim to reach audiences beyond your immediate area, our national SEO services will help you expand your reach.

How Our Wealth Management SEO Agency is Using AI

Our wealth management SEO agency leverages AI to analyze extensive data sets, uncovering the latest trends in search behavior and allowing us to formulate SEO strategies that are effective and highly adaptable. The predictive power of AI positions us uniquely, enabling us to foresee and adapt to shifts in popular keywords and search queries, which is critical in developing content that stays in step with the dynamic search engine algorithms. By utilizing AI, we stay ahead, anticipating changes in online search behavior and ensuring that our clients’ websites align with the latest search engine standards, enhancing their visibility and competitive edge. Our commitment to integrating cutting-edge technology into our SEO strategies means that when you choose our team for your SEO needs, you’re working with a team embracing a forward-thinking approach that keeps your search visibility ahead of the competition.

"The best, period. If you take your online presence seriously, JSG is who you want to do business with. Sharp, honest, detailed, and takes their craft very seriously. Being a business owner, I've done business with a lot of companies and few people I've dealt with can bring tech savvy, hard work, intelligence, and common sense all in one."

- Chris Reeder

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