The Client

Bodnar Financial Advisors, Inc. is a full-service financial planning company that believes that money is a tool to help people achieve their life goals with a sense of security. They do what they do because having a sound financial plan can help individuals navigate with confidence through life’s most pivotal moments, both happy and sad. They require no net worth minimums for clients, so they are able to provide services to anyone in the community, and because of this they work with everyone from retirees to millennials just starting out, and have even worked with the grandchildren of some of their original clients.

The Task

To use Bodnar Financial’s words, they serve main street, not wall street. They are a small town financial planning firm, and as such, expected a web presence quite different from large banks and financial services centers. They wanted it to have elements of Main Street, USA, and also tie back in to their home town of Madison. They also wanted it to be focused on potential clients, not on the business itself. It needed to say what they could do for clients, and how they could assist in different life circumstances.

Finally, they wanted to update the aging web presence with modern functionality and capabilities. Their old website didn’t integrate with social media, didn’t allow for maps or video, and wasn’t even mobile responsive. Even more, it was incredibly difficult for the staff to edit. They used a framework company used by a large number of financial advisors that limited how many pages they could have and how many photos they could upload, and changing any of this usually required a call to the hosting provider. They needed a full modernization wrapped in a small town aesthetic.

What We Did

We provided Bodnar Financial with a new, modern web presence that was responsive, stylish, functional, client-centered, and easy for them to update. For the design, we opted with a “brick and mortar” theme, to reflect the company’s main street roots and differentiate it from large financial firms. We immediately made sure to make the site mobile responsive to ensure it ranks well in Google’s search results. We also created a brand new design and color scheme for the site and all collateral materials to replace the generic templates it had been using. The before and after difference is immediately apparent:

The new site also allowed for responsive, embedded video to showcase the strong personality of John Bodnar, and set the company apart. We also included Google Maps integration, robust analytics, and social media integration to bring the site up to modern standards.

Additional Materials

We’ve continued to work with Bodnar Financial to produce additional materials for their marketing and branding.

Business Cards

Flyers