Portfolio
MV Financial
A custom-designed WordPress site for a Bethesda wealth management firm, with a homepage that moves through every part of the firm.
BuiltA custom-designed WordPress site for a Bethesda wealth management firm
HomepageScrolling moves sideways through each service, with swipeable slides on phones
IncludesWealth and retirement plan services, News & Insights, team bios, case studies and a client login
The Problem
A wealth management firm needed a site as considered as its advice.
Objectives
Present wealth management and retirement plan services clearly for two audiences.
Give the homepage a memorable, interactive way into each part of the firm.
Let the team publish market commentary and keep bios and disclosures current.
Challenge
MV Financial is a Bethesda wealth management firm that advises individuals and families and manages retirement plans for employers.
The site had to serve both audiences, hold a large library of market commentary and carry required regulatory disclosures, while still feeling distinctive rather than like a template.
Strategic Approach
We designed the homepage as a sequence of scenes. As visitors scroll, it moves sideways through Wealth Management, Retirement Plan Management, News and Insights, the team and contact, with swipeable slides on phones.
We built a custom WordPress theme and content management setup behind it, with service pages, a News and Insights library, case studies, team bios and a link to the client login.
We host and maintain the site, with ongoing SEO, updates and disclosure changes such as Form CRS.
Every service from the homepage
The homepage moves through each part of the firm, and every scene opens a full page.
About UsWealth ManagementRetirement PlansNews & InsightsMeet Our TeamContact UsClient Login
Outcome
Every service is one scroll or one menu click from the homepage, and each scene opens a full page.
The team publishes its weekly market commentary directly in WordPress, and the News and Insights library holds more than 1,000 articles.
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Every engagement begins with an introductory call. We’ll discuss your goals, answer your questions, and determine whether Virtual Window is the right fit.
