Dunncreek Advisors, LLC
Outsourced Marketing
The Challenge
Founder Richard Dunn built Dunncreek Advisors, LLC on trusted relationships and client referrals. However, as more prospective clients began researching financial advisors online, the firm needed a stronger digital presence to remain competitive and visible.
The existing website did not fully communicate the firm’s expertise, services, or planning philosophy, and search visibility for key financial planning topics was limited. Dunncreek Advisors, LLC also needed a structured content and social media strategy that could build credibility and visibility while remaining compliant with financial industry marketing regulations.
The Solution
Align Marketing Group partnered with Dunncreek Advisors, LLC to build a modern digital marketing foundation designed to increase visibility, strengthen messaging, and support long-term growth.
The engagement included a fully updated and SEO-optimized website, featuring expanded service pages, improved messaging, and educational FAQ content designed to answer common client questions. Align also implemented a structured content strategy including blog support, backlink development, and a consistent social media communication plan to reinforce the firm’s expertise.
Throughout the process, all marketing materials and messaging were developed with the compliance considerations required for financial advisors, ensuring that the firm’s marketing remained both effective and industry appropriate.
“Through my work with Align Marketing, I have been able to better communicate the value of the services I offer to my clients. The ongoing, consistent advice and the accountability to routinely update my marketing has been extremely valuable to me. As a solo advisor I have limited time and Align helps me focus on the most valuable efforts.”
-Richard Dunn
The Results
Within the first year of implementing the strategy, Dunncreek Advisors, LLC experienced measurable improvements in website engagement, brand visibility, and prospect activity. Increased content, improved search optimization, and consistent communication helped more prospective clients discover and engage with the firm online.
The results demonstrate how a structured marketing strategy can help financial advisory firms expand their reach while maintaining compliance and professionalism.
Website Engagement Growth
In the first year, the optimized website and content strategy helped increase overall engagement and reach:
- +13.5% Website Traffic Growth over the past year as more prospective clients discovered the firm online.
- +18% Increase in Website Users engaged with the site, reflecting stronger visibility and brand awareness.
- +31.7% Growth in Page Views demonstrate deeper engagement with the firm’s content and service pages.
These improvements indicate stronger visibility among individuals researching financial planning services and increased interaction with the firm’s educational content.
Traffic Source Growth
Targeted SEO improvements and consistent digital communication helped diversify website traffic sources and strengthen brand recognition.
- Direct traffic increased by 27%, reflecting stronger brand awareness and returning visitors.
- Social traffic increased by 60.4%, demonstrating the impact of a consistent social media strategy and content distribution.
Building a Stronger Digital Foundation
Through a coordinated marketing strategy, Dunncreek Advisors, LLC now has a digital platform designed to support continued growth. With an SEO-optimized website, consistent content strategy, and compliant marketing framework, the firm is better positioned to attract prospective clients researching financial planning services online.