Heritage Financial Services

About the Project

Heritage Financial Services is a Massachusetts-based business that provides wealth management and financial planning services to individual investors.

The Brief

Heritage Financial Services had maintained the same website at heritagefinancial.net for several years. They needed a flexible marketing tool for their growing business. Goals for the project were to:

  • Better capture and increase leads
  • Update the structure and design of the website
  • Improved user experience so visitors can easily share content and find related content
  • Add more video and a podcast

Our Approach

We recommended a technology update and design refresh that conveyed the high value that Heritage Financial Services provides for its clients. We focused on lead generation and attracting new clients.  We implemented a more flexible website structure for strategic marketing initiatives.

The Result

The result is a beautifully designed and visitor-friendly website that:

  • Has prominent calls to action
  • Has an intuitive menu structure and paths to information to assist users and search engines
  • Has individual service pages to help with SEO and user experience
  • Has enhanced staff biographies with embedded videos
  • Highlights its rich content resources and showcases related blogs and resources with sharing buttons
  • Uses visually appealing and easy to scan process blocks
  • Features awards and recognitions and client reviews
  • Uses a page builder to allow staff to easily update the content themselves
  • New fresh photography that better aligns with its client base

Client Reviews

Heritage Financial recently completed a website redesign project with KMA Web Design. Kerry and her team excelled at communication, design, understanding our company, and stayed within budget and timeline. We look forward to continuing our relationship for website maintenance and would highly recommend KMA to others.

Heritage Financial Services
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