Website design for Financial planning services - Propel Wealth Management

Website design for Financial planning – Propel Wealth Management

Client Overview:
Client Company: Propel Wealth Management
Platform: WordPress, ElementorElementor ProPiotnet addons, Elements kit liteYoast SEO

White label Partner: The Cosmic Collective

About Propel Wealth Management:

Propel Wealth Management is a financial planning services firm with a mission to provide clients with personalized wealth management advice to simplify their lives. With over 30 years of industry experience, Propel serves a diverse clientele, including attorneys, medical professionals, corporate executives, and business owners, offering comprehensive planning and personalized service.

Challenges and Objectives:

Propel Wealth Management approached Obzsar, a web design company, seeking a website that reflects its commitment to personalized financial planning. The key objectives included:

  1. Showcasing Expertise: Highlighting Propel’s diverse team of CPAs, attorneys, certified financial advisors, and wealth management experts.
  2. Comprehensive Service Offering: Clearly communicating the wide range of financial services provided by Propel, including budgeting, estate taxes, investment planning, and more.
  3. Building Trust: Establishing a professional and trustworthy online presence to instill confidence in potential clients.
  4. User-Friendly Design: Creating a website that is easy to navigate, ensuring a seamless user experience.

Web Design Process:

Obzsar employed a strategic approach to meet Propel’s objectives, utilizing the following tools and processes:

  1. WordPress: Leveraging the flexibility and scalability of WordPress as the Content Management System (CMS).
  2. Elementor: Implementing the Elementor page builder for a visually appealing and customizable design.
  3. Pionet Addons and Elementskit Lite: Enhancing functionality and design elements with these add-ons to create a unique and engaging website.
  4. Yoast SEO: Implementing SEO best practices to optimize the website for search engines, ensuring better visibility.
  5. Responsive Design: Develop a website that is responsive across various devices to cater to the diverse online habits of users.


The collaboration between Propel Wealth Management and Obzsar resulted in a website that effectively addresses the client’s objectives:

  1. Professional Aesthetics: The website reflects the professionalism and expertise of Propel, establishing trust with potential clients.
  2. User-Friendly Interface: The intuitive design ensures a positive user experience, making it easy for visitors to navigate through services and resources.
  3. Optimized for Search Engines: Yoast SEO integration improves the website’s search engine visibility, attracting relevant traffic.
  4. Increased Engagement: The use of Elementor and addons enhances the visual appeal, leading to increased user engagement.
  5. Responsive Across Devices: The responsive design ensures a consistent experience for users accessing the site on various devices.


The collaboration between Propel Wealth Management and Obzsar resulted in a visually appealing, user-friendly, and informative website. The new online presence effectively communicates Propel’s expertise and commitment to providing comprehensive financial planning services, ultimately contributing to the growth and success of the firm.

Ready to create your dream website?

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Our team of skilled designers is committed to creating websites that not only look stunning but also provide an exceptional user experience. We work closely with our clients to understand their unique needs and goals, and then use the latest design tools and technologies to create a website that stands out from the crowd.


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