Website Development - Design - PR Management

Mainsail Advisor Group

Services Provided

Project Outline

Project Description

Mainsail Advisor Group, a trusted financial advisory firm, approached us with an outdated website that no longer reflected their professionalism, expertise, or vision. Their previous site consisted of only seven pages, lacked user-friendly navigation, and did not provide the engaging, modern experience today’s clients expect.

With a growing client base and a desire to better communicate their full range of services, they needed a redesigned website that would feel fresh, intuitive, and aligned with their brand identity. At the same time, they wanted ongoing marketing consulting to help tell their story, highlight their team, and create a consistent brand presence across multiple channels.

We partnered closely with Mainsail Advisor Group to:

  • Expand their website from 7 pages to 12 pages, providing a comprehensive resource for clients.
  • Incorporate sail and ocean imagery into the design to align with their brand name and vision.
  • Build an engaging, professional website optimized for all screen sizes and user-friendly navigation.
  • Add useful forms and booking options to simplify client inquiries and service requests.
  • Publish ongoing blogs to educate, inform, and attract potential clients.
  • Provide marketing consulting to guide content, storytelling, and brand positioning.

Our mission was to take their outdated website and transform it into a polished, strategic digital presence while supporting their growth with tailored marketing insights.

Project Strategy

Our approach was to craft a digital and marketing presence that showcased Mainsail Advisor Group’s professionalism while staying true to the essence of their brand. Through multiple strategy sessions, we collaborated closely with the team to understand their values, services, and long-term goals.

From there, we combined visual storytelling, content strategy, and marketing consulting: blending sail-inspired imagery and subtle animations with a user-friendly, responsive design, while also helping them share their story through team features, blog articles, and thought leadership content.

Key elements included:

  • Website Expansion — Growing from 7 to 12 pages to provide deeper service information and resources.
  • Visual Storytelling — Using ocean and sail imagery to connect with their name and values of guidance, navigation, and trust.
  • User Experience — Designing clear navigation, responsive layouts, and meaningful animations for a modern yet approachable feel.
  • Client Tools — Integrating booking forms and contact forms to make it easy for prospects to connect.
  • Content Strategy — Publishing informative blog posts regularly to position the firm as a thought leader in financial planning.
  • Marketing Consulting — Advising on storytelling, publishing articles about the team and their work, and supporting ongoing marketing initiatives.

Project Solution

Mainsail Website BeforeMainsail Website After

Website Development & Design

We built a new website that not only expanded their content but also reflected their story and identity in every detail. The redesigned site included:

  • Home Page introducing Mainsail Advisor Group with clear navigation and compelling visuals.
  • About Us & Our Story Pages to highlight their background, philosophy, and approach.
  • Our Team Page featuring professional headshots and bios to showcase the people behind the brand.
  • Solutions Section including:
    • Financial Planning
    • Investment Planning
    • Insurance Planning
    • Retirement Planning
    • Estate Planning
    • Tax Planning
  • Resources & Useful Links Pages to provide valuable information to clients.
  • FAQs with meaningful, commonly asked questions developed in collaboration with the Mainsail team.
  • Blog Section with ongoing, educational content to engage and inform readers.
  • Contact Page with simplified booking and inquiry forms.

The site was designed to be fully responsive, with optimized layouts for desktop, tablet, and mobile screens. We also added subtle animations—just enough to bring the site to life without overwhelming the user.

To bring their brand to the next level, we also provided:

  • Logo variations and refinements, including preparing their logo for shirt printing.
  • Photography integration, including team photos to humanize the brand and build trust.
  • Stationary-ready files for cohesive offline branding.

Content & Marketing Consulting

To keep the site and brand presence dynamic, we worked with Mainsail Advisor Group on an ongoing content and marketing strategy. This includes:

  • Regular Blog Publishing — Informative articles covering financial planning, investment insights, and other client-focused topics.
  • FAQs Development — Meaningful answers to the questions most people ask when starting their financial journey.
  • Marketing Consulting — Advising on brand storytelling, developing articles about the team and their work, and providing guidance on marketing campaigns to strengthen visibility and engagement.

This combination of design, functionality, content, and consulting ensures that Mainsail Advisor Group maintains both a strong digital foundation and a consistent brand voice.

Project Results

MAINSAIL WEBSITE
  • Modern Website Experience — Expanded from 7 to 12 pages, with intuitive navigation and a professional, engaging layout.
  • Brand Alignment — Sail-inspired imagery and subtle animations aligned perfectly with Mainsail’s vision and brand essence.
  • Client Engagement — New booking and contact forms improved lead generation and client inquiries.
  • Content Impact — Regular blog posts provide ongoing value and reinforce the firm’s position as a trusted financial advisor.
  • Marketing Growth — Consulting support helped them highlight their team, share their story, and strengthen their market presence.
  • Stronger Identity — Updated logo variations and professional team photos created a consistent brand experience both online and offline.

Key Takeaway

By transforming their outdated website into a modern, engaging, and resource-rich platform, and pairing it with ongoing marketing consulting, we helped Mainsail Advisor Group clearly communicate their expertise and values. The new site reflects who they are: trusted advisors who guide clients through life’s financial journeys with clarity and confidence, while strategic content and storytelling ensure their brand remains relevant and approachable.

Through expanded content, strategic design, subtle branding updates, and ongoing marketing guidance, we created a complete digital and communication ecosystem for Mainsail Advisor Group.

What began as an outdated, underutilized website is now a living digital hub, supported by marketing strategies that showcase their expertise and team  positioning Mainsail Advisor Group for growth, recognition, and long-term success.

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