VW · v.2026 · Studio of one

A custom site,
live in seven days.

A boutique web studio for independent advisors. Custom design, custom copy, custom voice — replacing the template platforms that made every RIA site look exactly like every other RIA site.

Book a 20-min call → Get a free site review 5 founding slots · 2026
Before · The templateMERIDIAN ADVISORY
Stock photo
Your Financial Journey
Starts Here
Strategic · Trusted · Personalized
Begin Today

How We Serve You

$Wealth
★Planning
⌂Estate
After · Custom by VolareSAME FIRM
Meridian Advisory · Est. 2009Fee-only · Fiduciary

Retirement, planned like it’s actually yours.

A fee-only firm for Michigan households within ten years of retiring. No products, no quotas, one planner.
Households
41
Advised
$310M
Avg. tenure
12 yr
Same firm. Same services. A different website.
01.THE PROBLEM

Six different firms. The same six websites.

These are not screenshots from one website with a different logo. These are six different independent advisors, all on Twenty Over Ten or FMG Suite, all picking the same hero image, the same gold serif headline, the same three circle icons.

Stock photo
Your Path to Financial Freedom
Trusted · Personalized · Independent
Schedule Now

How We Can Help

$Wealth
★Retirement
⌂Estate
HERITAGE WEALTH ADVISORSFMG · 2014 TEMPLATE
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Planning Your Future
Together
Fiduciary · Comprehensive · Personalized
Get Started

What We Offer

$Investments
★Retirement
⌂Insurance
LEGACY FINANCIAL GROUPTWENTY OVER TEN · 2018
Stock photo
A Trusted Partner
for Your Goals
Independent · Honest · Personalized
Talk to an Advisor

Our Services

$Planning
★Tax
⌂Estate
PINNACLE WEALTH PARTNERSADVISORWEBSITES · 2016
Stock photo
Your Financial Journey
Starts Here
Strategic · Trusted · Personalized
Begin Today

How We Serve You

$Wealth
★Planning
⌂Estate
MERIDIAN ADVISORYFMG · 2012 TEMPLATE
Stock photo
Wealth, Thoughtfully
Managed
Fiduciary · Comprehensive · Personalized
Schedule a Consultation

Services

$Investments
★Retirement
⌂Estate
SUMMIT POINT WEALTHTWENTY OVER TEN · 2019
Stock photo
Personalized Planning
For Every Stage
Independent · Fiduciary · Trusted
Get In Touch

Areas of Focus

$Retirement
★Tax
⌂Insurance
CORNERSTONE FINANCIALFMG · 2015 TEMPLATE

The template platforms have flattened the industry. A prospect reaching three advisor websites in a row cannot tell them apart. That is the problem we exist to solve.

If your site looks like one of these, send it over — you’ll get an honest review before we ever talk.

02.SELECTED WORK

Four sites. Four very different firms.

Every project starts from positioning, not Pinterest. One live showcase and three spec concepts — fictional firms, real process — built to show range across very different kinds of RIAs.

VW.001SHOWCASE · LIVE
shopefinancial.com

Shope Financial

Independent RIA, Ann Arbor. Editorial cream palette, the firm’s own Bedrock System as the spine of the site, shipped in days, not months.

RIA · 23 YRS · EDITORIALLive ↗
VW.002CONCEPT · SPEC WORK
northstead.capital
Northstead Capital
EST. 1981 · BOSTON · MULTI-GENERATIONAL

Patient capital, for patient families.

Patient income for the retirement years, managed from a single Beacon Street office since 1981.
AUM
$1.4B / 64 fams
TENURE
22 yr avg
PARTNERS
Five

Northstead Capital

Second-generation Boston firm for retirees and their adult children. Serif display, warm paper, the institutional voice they actually had.

RETIREMENT & LEGACY · SCHWABView concept ↗
VW.003CONCEPT · SPEC WORK
lindenandpace.com
Linden & Pace Est. 2014
ApproachRetirement incomeBegin
Vol. IX · Spring 2026 · Denver, ColoradoAccepting 8 households · 4 spoken for
For households retiring on their own terms

The decade before.The three after.

A two-partner, fee-only firm for the five years before retirement and the thirty that follow.

Schedule a call →
Households
34
Advised
$520M
Median age
62
Fee
Flat

Linden & Pace

Fee-only retirement-income firm for the decade before, and the three after. Bright modern layout with the actual planning math up front.

RETIREMENT INCOMEView concept ↗
VW.004CONCEPT · SPEC WORK
holloway.family
hHolloway
Who we helpHow it worksBook a free call
Fee-only · Fiduciary · Since 1996

Retirement for people who built it themselves.

Fee-onlyFiduciaryCFP®-led
What clients keep, on average
+$412k
in lifetime tax savings
Households
340+
Tenure
14 yrs

Holloway Private Wealth

Modern, friendly retirement planning for people who built it themselves. Bold evergreen palette, rounded cards, and a warm approachable voice, a deliberate break from the buttoned-up advisory look.

RETIRED PROFESSIONALSView concept ↗
03.CONCEPT TO SITE

Three brands, taken from concept to launch-ready.

Each of these began as a single experimental landing page — one metaphor pushed as far as it would go — then was rebuilt as a complete five-page site with the same world intact. Both stages are here: the concept, and the site it became.

VW.005CONCEPT → SITE · SPEC WORK
strattonwealth.com
Stratton Wealth Management site

Stratton Wealth Management

A six-layer geological descent for a retirement-income firm — the ground solidifies as the plan completes, ending at bedrock: two reviews a year, every year.

RETIREMENT INCOME · TRAVERSE CITYConcept ↗Full site ↗
VW.006CONCEPT → SITE · SPEC WORK
benchmarkfp.com
Benchmark Financial Planning site

Benchmark Financial Planning

A surveyor’s quadrangle drawn as a website — six stations on one route, hairline contours, and the client as the fixed datum point everything is measured from.

FEE-ONLY · PETOSKEYConcept ↗Full site ↗
VW.007CONCEPT → SITE · SPEC WORK
heartwoodwealth.com
Heartwood Wealth site

Heartwood Wealth

One ring per year, two review notches per ring — a 23-ring cross-section that grows as you read, from first conversation to still answering the phone.

FEE-ONLY · MARQUETTEConcept ↗Full site ↗
View all our work → Sample sites · style directions · concept pairs
04.PROCESS

Four phases. Seven days. One studio.

No account managers. No junior designers. No offshore handoff. Parker runs every project, end to end.

01
Listen
One focused ninety-minute conversation. Your clients, your competitors, your last three pitches, and the parts of your firm prospects keep missing.
DAY 1
02
Position
A written brief: who the site is for, who it is not for, and the three things it has to do. You sign off before design starts.
DAY 2
03
Design
One direction, refined fast. Every page laid out and every line of copy written by the same person.
DAYS 3–5
04
Ship
Built in production, routed through your CCO, shipped to your domain. Six months on retainer afterward, no upcharge.
DAYS 6–7
05.THE FIT

Honest about who this is for.

Custom is not always the right answer. A solo practice doing $300k in revenue will be served fine by a template. Here is who we are actually built for.

A fit if you are

The right kind of firm.

  • An independent RIA or fiduciary firm, $50M to $5B AUM.
  • Tired of being indistinguishable from the firm two suites down.
  • Willing to spend on a brand and site that should last seven to ten years.
  • Comfortable rewriting how you describe what you do, not just how it looks.
  • Able to give us one focused week — quick feedback, quick sign-offs.
Not a fit if

Keep your template.

  • You can’t make time for feedback during the build week.
  • You want five hero variations and a stakeholder vote.
  • You expect to ship without compliance review.
  • You want a site that also runs your CRM, your newsletter, and your knowledge base.
  • You are pre-revenue or just started independence. Spend on a planner first.
06.PRICING

One number, in plain text.

No quote calls and no “contact us for pricing.” One flat founding-client rate — scope only grows if you add pages, illustration, or a brand refresh alongside the site.

Founding-client rate · First 5 firms
$2,500USD

$2,500 flat. Half upfront, half on launch. No monthly contract. Limited to the first five firms. Includes positioning, design, copy, build, and six months of post-launch support.

What is included

  • Positioning briefDay 2
  • Design system & pagesDays 3–5
  • Custom copywritingDays 3–5
  • Production buildDays 5–7
  • CCO & compliance routingIncluded
  • Six months on retainerPost-launch
NEXT · 20 MINUTES

Twenty minutes is enough to know if we should keep talking.

No deck. No questionnaire. No pressure. Or skip the call entirely — send your site and you’ll get an honest review back: what’s working, what it’s costing you, and what we’d change first.

Book a 20-min call → Or get a free site review
park@volareworks.com · ANN ARBOR, MI