Get a B12 website for financial planning

B12 makes it easier than ever to launch your financial planning website.

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Get a B12 website for financial planning

A better way to create your high-quality financial planning website

When you choose B12 for your site, experts + AI combine to help you launch fast and make ongoing improvements.

B12 builds you an elegant, custom website that’s optimized for conversion and ease of use. We take care of your site from start to finish so you can focus on running your business. AI handles the repetitive setup tasks so humans can focus on refining the details. Submit a request to your team any time for assistance with updates big and small.

If you want to take control, our website editor makes it simple to update your site in just a few clicks. Add a new page, update the layout, or change a photo in seconds. Feel confident knowing you can always get help from an expert.

With B12’s built-in tools like SEO and email marketing, you can choose how to optimize your website and meet your goals.

B12’s process for financial planning websites

Our AI gives your website a head start by automatically populating it with carefully curated financial planning-specific copy, design, and images. This saves both you and experts time, gives you an instant idea of your website’s look and feel, and allows us to keep our prices so affordable.

Here’s a preview of financial planning “About” section text, which you can personalize to fit your business.

At Your business name, we know that preparing for your financial future can seem daunting. With our expertise, you can analyze your finances and make them go further. We can also help you make short-term decisions involving modest assets. From retirement plans to buying property, we can guide you through making big decisions. For a better financial outlook, give us a call.

These are some of the pages and sections that many financial planning websites include. You can add, remove, or edit this content to fit your needs.

  • Home
  • About
  • Services
  • Resources
  • Testimonials
  • News
  • FAQ
  • Contact

More tools to grow your financial planning business online

Here’s a taste of what B12 can do to help your website engage visitors and generate sales.

Dedicated customer success
Dedicated customer success

Our customer success team members are experts in their own right and happy to help

Expert-built website
Expert-built website

Experts get to know your business personally then create a website that converts

Built-in SEO
Built-in SEO

We continuously optimize your website to make sure it’s easy to find

Monthly website report
Monthly website report

Monthly metrics and recommendations guarantee that you never stop improving

Integrated email marketing
Integrated email marketing

Emails automatically match your website so you can reach your audience fast

Easy-to-use website editor
Easy-to-use website editor

Log in and make simple changes on your own in seconds

Several customizations can be added in only a few clicks so you can build a high-quality website fast.
Pro tip: The B12 website editor includes expert mode, which gives you or your web expert the ability to add extra layers of customization.

What customers & experts say

Carlos
Carlos Customer / FitFuel

“If you want to sit at the head of the table, use B12. It is clear they have talented designers who are genuinely motivated to see you reach your goals.”

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Stafford
Stafford Customer success at B12

“B12's goal is to provide the best customer experiences and I am so happy to be a part of that mission. Helping customers create a website that brings their vision to life is, by far, the best part of being here.”

Willie
Willie Customer / Urlife Now Fitness

“I like that someone is monitoring my website every month and making suggestions for how to improve it.”

Karen
Karen Customer / The Lin Life

“B12 uses artificial intelligence to create websites quickly. The human team is friendly and accessible for those new to website development. I have a polished website in a shorter amount of time at an excellent value.”

Shane
Shane Customer / Spike On The Water

“The B12 website editor is so simple to use. I added a bunch of images, reworked text, linked my products, adjusted form links, and even got an animation flying around my footer. The experience with B12 has been amazing. Building a quality website is now fast and affordable.”

Natalie
Natalie Customer / Natalie Elisha Gold

“The entire \[B12] process felt really quick and efficient. I was able to work with them and highlight certain areas that I wanted on my website. Everything that I didn’t like was changed in a matter of seconds and minutes. It was vastly different compared to the previous team that I had hired to do my website.”

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Sheila
Sheila Customer / Dr. Sheila Hughes Weight Loss & Wellness

“There's absolutely no comparison between our old website and the B12 one. Our B12 website gives us the call to actions we need and better communication tools with our patients. Since our B12 launch, we started seeing more online visitors scheduling a consultation through our website.”

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Megan
Megan Customer success at B12

“The website editor rocks! It makes it easy to add new items while keeping the same theme and structure I set when I created the site, no reformatting needed. It's fool proof and provides everything needed to create a seamless, gorgeous website. I actually use B12 for my own website!”

Andrew
Andrew Customer / Heroes Homestead

“I was always intimidated by my perceived difficulty of building a website but my experience with B12 was pretty smooth. I especially appreciate the quick response time to any requests I’ve sent the B12 team, and I also like the flexibility and ability to design the website ourselves. Since building my website, I’ve received a significant increase in the number of page views and email requests from the page.”

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Annabel
Annabel Customer / Evolv Ventures

“My B12 experience has been great! What I appreciate most is that I can edit the site personally whenever I want to, but I can also ask for support when there are changes that I'm not able to make myself. B12 is great blend of a DIY service and a full-service website agency.”

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David
David Design expert at B12

“Designing a website in just a couple of hours is actually possible. Thanks to B12's simple-to-use website editor, I'm able to create professional designs that would normally cost thousands of dollars.”

Joseph
Joseph Customer / Founder Collective

“It was such a pleasure to work with B12. Their technology made the web design process easy and the B12 team helped us launch a website we love! We're proud to be an investor and a client.”

Daniel
Daniel Sales at B12

“I'm proud to work for B12 and deliver the product and service we do. Too often, individuals do not have the time or industry knowledge to build, manage, or maintain a website. In today's world, your website can be your best friend. We strive to make sure your best friend is working as best it can!”

Freddie
Freddie Customer / Suffolk Equity Partners

“B12 is amazing! You get a high-quality design for the price of DIY. It's really remarkable.”

Kelly
Kelly Customer success at B12

“We pride ourselves on excellent customer service. I love how customer-centric we are, and the technology we use to speed up the website creation process has helped us to deliver professional sites in a shorter span of time.”

Start building your custom financial planning website today!

Join the 96 financial planning professionals who’ve found success with a B12 website.

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