Digital Marketing Services
Drive Growth with Digital Marketing
for Financial Advisors and CPAs
The Internet, with its ever-evolving mix of search algorithms, social media channels, and apps, can be a wild, wild place. Trying to harness its power to connect with your firm’s audiences—i.e., engaging in digital marketing—can easily land you in a quagmire if you don’t have a plan or a reliable way to execute it.
For instance, your firm may be on LinkedIn, Facebook, or even TikTok, but are you seeing a return from these efforts? Have your clients or prospects been opening your marketing emails? Where does your website fall on search engine rankings?
Whether it’s enhancing your firm’s social media presence or developing a full-fledged digital marketing campaign, the digital marketing experts at Align can help. We’ll help you leverage the right combo of digital marketing for your financial advisory firm or CPA firm, so you can authentically engage with your clients.
Gain an Edge with Digital Marketing for Financial Advisors and CPA Firms.
Staying current with digital marketing tactics and how to leverage them for your firm can be a full-time job. When you work with Align, you don’t have to worry about knowing the latest Google algorithm or social media trend—this is our area of expertise. What’s more, our digital marketing professionals understand the accounting and financial services industries and applicable compliance considerations. We can even manage your firm’s social accounts for you, so you don’t have to worry about consistency or turnover.
In addition to digital marketing and SEO strategists, our team includes marketing strategists, web developers, graphic designers, and copywriters. This means we can do more than build your digital marketing strategy: we can help you create and optimize content that gets results.
SEO Strategy
An effective SEO strategy considers your target audience and the latest SEO best practices. Our SEO experts, familiar with the accounting and financial services industries, deliver strategies to generate leads through internet searches.
Beyond keyword selection, your strategy will involve optimizing your website’s structure, creating custom content, and monitoring analytics. If you’re not leveraging SEO, you could be missing out.
Social Media Marketing
Crafting a social media strategy is just the start. Managing and posting content across multiple accounts is a whole different challenge.
At Align, we offer comprehensive support, from strategy development to account management, and even measuring your firm’s ROI on social media efforts. Let us help you streamline and maximize your social media impact.
Email Marketing
Connecting with clients and prospects via email is both an art and a science. Your emails must be clean and engaging, with compelling subject lines that make recipients eager to click.
Whether you need email newsletters or fully developed (and tested!) marketing campaigns, our digital marketing professionals are here to help you make a significant impact. Let’s enhance your email strategy today!
Website Development
Your firm’s website should be the cornerstone of your digital marketing strategy. A well-designed, compelling site not only enhances credibility but also serves as a powerful lead generator.
Our team of developers, designers, copywriters, and SEO strategists collaborate to create a website that sets your firm apart and drives success. Let’s build your competitive edge.
We are a Digital Marketing Agency for Financial Advisors and CPAs.
When you partner with Align, you gain access to a dedicated, proven team of digital marketing experts who know the nuances of your industry—and not only those of the Internet. With a deep level of experience and expertise in driving growth for CPA and financial advisory firms, we can help you leverage digital marketing in meaningful ways. Work with us to get the level of support and expertise your firm needs to thrive.
Frequently Asked Questions
Blog
Outsourced CMO Solutions: Elevate Your Firm’s Marketing
Do you ever feel like marketing is just another thing pulling you away from serving your clients? As a financial advisor, accountant or other professional, you are likely focused on serving clients and managing your firm. But let’s face it: without a strong marketing strategy, even the best firms can [...]
Research-Backed Marketing Strategies That Set High-Growth Firms Apart in 2025
At Align Marketing Group, we believe it is essential for professional services firms to stay informed about the latest marketing research and trends to remain competitive. This is why we want to share the valuable insights from the recent research study by Hinge Research Institute’s 10th Annual High Growth [...]
Maximize SEO and Trust with Website Videos
It’s no secret that adding video to your website can make a big impact! For financial advisors, video is a simple way to bring your expertise to life and keep visitors engaged. This guide outlines two approaches to creating custom educational videos or using high-quality, pre-made videos that are ready [...]