$199.00 USD / month and a $2,999.00 USD sign-up fee

Use the button below to sign up for our custom website services.  You will receive the following:

  • Concierge Site Transfer
  • Hosting Built for Maximum Uptime
  • Elite Site Design on Every Page
  • Mobile Site Creation
  • Expert Copy Editing
  • Social Media Integration
  • Daily Backups
  • SPAM Blocking
  • Quality SEO Framework

This service and fee schedule applies to the vast majority of financial advisor websites.  If your site has high-complexity (ex. needs a shopping cart), please contact us for a custom quote.

Please read the terms and conditions below, before purchasing this service.

Terms and Conditions

  • Design – The Oechsli Institute will present you with several design options.  Once you select a design, we will work with you to customize the website elements you would like to include.  This includes navigation, blogging, contact forms, etc.
  • Testing – We will make every good-faith effort to test the project thoroughly and make all necessary corrections prior to handing over the project to you.
  • Credit – We may place a text or graphic link at the bottom of your website, establishing design and development credit.  We promise to make it small and unobtrusive.
  • Hosting – The Oechsli Institute arranges for website hosting using an industry-leading hosting provider.  Your site will be lightning fast, backed up weekly, and reliable (our goal is 99.9 percent uptime).
  • DIY Edits – We will set up a username and password that will enable you to make basic text edits and content additions to the site.  Want to add a new article. blog post, or team member?  Great – we will teach you how to do that very easily.
  • Emails – We recommend that our clients use G Suite (the business version of Google) for emails.  It’s cutting-edge and reliable, which is why we use it for our own emails.  We can offer you instructions on setting it up.  It’s super-easy and just $5/user per month, which you pay Google directly.  Don’t worry – your email addresses won’t say; they’ll use your domain name.
  • Website Refresh – As part of your ongoing monthly fee to us, you are eligible for a website refresh in 24 months.  We can change the look of your website, your navigation, or the content you are featuring.  There is no additional charge for this.
  • Extras – If we need to purchase need to purchase additional domains, artwork, plugins, etc., we will ask you in advance, then pass along the cost in your monthly billing.
  • Cancellation of Services If you decide to go in a different direction with your website, simply let us know. If it’s before the 24 month mark, you will retain ownership of the domain (i.e., but not our design. After 24 months, you may take the design with you as well.
  • Search Engine Optimization – In creating your website, one of our goals is to leverage industry best practices for search engine optimization (SEO).  We develop using mainly for this reason.   We are not, however, providing monthly SEO services, so we are not the reason you may move up or down in search rankings.
  • Duration – Our services are month-to-month.  We want to keep you happy enough to stay with us, without forcing you to do so.

The following are the basic terms and conditions of our custom website services.  Please read carefully and let us know if you have any questions.