Client: Heritage Financial

Industry: Financial Services

Location: Nationwide, USA

Services: Wealth Management, Investment Advisory, Retirement Planning, Financial Advisor

Client Goals and Ambitions

  • Expand their client base nationwide.
  • Increase online visibility and brand awareness.
  • Establish themselves as authorities in the financial advisory space. Their ambition was to become the go-to financial advisory firm for high-net-worth individuals and corporations seeking reliable and personalized financial guidance


Over 6 months


Organic Traffic Increased


High-Net-Worth Clients


Keywords on Page 1


Core Web Vitals

Our Strategy

On-Page Optimization: Conducted extensive research to identify low-competition, high-value keywords in the financial advisory niche. Optimized E-E-A-T, website content, including service pages and blog posts, by using keyword-rich content and associated synonyms.

Content Creation & Marketing: Produced 27 pieces of content targeting long-tail keywords, for the competitive finance niche. All pages were optimized, added image alt text, metadata, and internal link anchor text.

Technical SEO: Fixed Core Web Vital CLS and TTFB, mobile optimization, and improved page load speed. Updated broken pages and assets 404.

Backlink Building: Engaged in strategic backlink-building campaigns targeting reputable sites in the finance industry, boosting Heritage Financial domain authority to improve search visibility.

Monitoring & Reporting: Used SaaS analytics tools to monitor campaign performance, allowing for adjustments and providing the client with monthly progress reports.

Heritage Financial SEO Campaign Results

Organic Traffic Boost: Within six months, Heritage Financial gained 124% in organic website traffic.
Client Acquisition: Acquired 45 new high-net-worth clients through organic search queries
Keyword Ranking: Over 50 keywords ranked on the first page of search engine results, with 20 in positions #1-3.
Link Building: 15 high-quality backlinks from high-authority financial publications.
Financial Services Traffic