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Financial Advisor Marketing
Ohio & San Francisco

Firefly Wealth Management

Firefly Wealth Management from Certified Financial Planner Joshua Levine is dedicated to providing personalized financial planning and wealth management services — online or in-person.
financial advisor marketing agency - boost local marketing agency - firefly wealth management
Brand Identity
Web Design
local icon
Business Listing
Google Ads
CRM

Firefly Wealth Management
Books More Clients
with sales-led marketing

Firefly Wealth Management is booking more clients through financial advisor marketing strategies led by sales-first website and performance-driven Google Ads.

The Challenge

Joshua Levine of Firefly Wealth Management came to Boost Local looking to jumpstart his financial services firm in Ohio, and then continue grow his firm through performance-driven marketing.

The Plan

Check Out
Our Work

The Results
Speak Loudest

Results are recorded improvements in marketing performance since new website went live

Website
rocket icon
+110%
New Sessions
Website
+75%
Conversions
Google Business Profile
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+120%
Clicks
Google Ads
+53%
Clicks
“You have been incredibly professional, easy to work with, and supportive of my efforts. Thank you all!”

-Joshua L., Owner

firefly wealth management logo
plus 3800 percent phone calls from google business profile




Ready to see results like these
for your business?

Reviews

These Results Are Real

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Questions

Frequently Asked Questions

Tell Me More

How do you help us increase sales?

We believe a repeatable sales model is the oxygen a local business survives on. Any website we design and build is —first and foremost — a sales tool, backed by a scientific approach to conversion rate optimization.

Our team of digital marketing experts helps drive the right traffic at the right time with our out-of-this-world marketing services: Google Ads, Microsoft Advertising, and paid ads on Facebook and Instagram. Since we focus on turning your marketing efforts into a sustainable profit center for your business, the right customers will be hitting your website and filling out forms before you know it.

Yes, we are! We also design, develop, and support websites built on all of these content management systems (CMS):

  • WordPress
  • Wix
  • Webflow

Is your company using a different CMS? Let’s talk! We’re sure we can support your website.

Our PPC services for local businesses are designed and managed with your overall  profitability in mind. No matter if you’ve been advertising on Google or Bing for years, or you’re just getting started, we can boost your business to the next level by sending the right people at the right time to your website.

We manage and support PPC and paid media on:

  • Google Ads
  • Microsoft Advertising (Bing)
  • Facebook
  • Instagram

We’re here to help you achieve your goals – and our search engine marketing (SEM) services are a great way to make sure your website traffic is ready to convert to leads and customers. To do this, we offer management and support the following SEM channels:

  • Google Ads
  • Google Local Service Ads
  • Microsoft Advertising (Bing)

And don’t forget about your Google Business Profile. This valuable piece of digital real estate is a great way to improve your local SEO and grab more organic leads. Lucky for you, Boost Local is primed and ready to optimize your Google Business Profile with on-brand, professional images and implementing local SEO best practices.

Contact

Ready to boost your business?

Get Your Free marketing Plan

Our team is ready to hear about your challenges, opportunities, and how you’re looking to grow your business. Fill out the form to get started — we’ll reach out shortly with next steps!