Service-specific optimization
Each service you offer gets listed and described: retirement planning, investment management, estate planning, tax planning, 401(k) rollovers. Google indexes each one separately.
Be the financial planner Google shows first.
When someone searches financial planner near me or retirement advisor in your city, the map pack decides who gets the first call. Pinwarden keeps your Google Business Profile complete and active so that's your practice.
Where you rankSample
“financial planner near me”, sample area around the office
Top 3 across 0% of the map
1-34-1011-2020+
Why good advisors lose the map pack
Most advisory firms set up a Google Business Profile once, pick a single category, and move on. The services list stays blank, there are no posts, and the photos are from the week the office opened.
People comparing planners look at the map first. A complete, active profile looks like a practice that's taking new clients. A sparse one gets skipped, even when the advice behind it is better.
Profile check4 issues
Services listed1 of 9
Secondary categoriesNone
Last Google post11 months ago
Questions and answers2 unanswered
Your real check comes from the free audit.
What Pinwarden handles for advisory firms
Educational posting
Posts about the questions your clients are already asking: tax season, required minimum distributions, open enrollment, market updates. You can approve every post before it goes live.
Local rank tracking
See where you rank for financial planner, retirement advisor, and your other keywords across the area you serve, point by point.
AI search visibility
People ask ChatGPT and Gemini to recommend a financial advisor. Pinwarden tracks whether those answers mention your practice, and which competitors show up instead.
Results from a financial planning practice
NSB Retirement
62% → 98%
of the map in Google’s top 3 for “financial planner,” in five months.
Average rank3.32→1.73
Grid points in the top 3, by keyword
“financial planner”62%→98%
“investment advisor near me”20%→42%
“financial advisor”78%→99%
“financial planning near me”80%→94%
“retirement advisor”99%→100%
Numbers from the client's Google Business Profile reports. Your results depend on your market and starting point.
See all client resultsPractices we work with
Financial PlannersRetirement PlannersWealth ManagersInvestment AdvisorsRIAsEstate PlanningTax PlanningInsurance AgenciesCPA FirmsBookkeepingMortgage BrokersCredit Unions
If you have a Google Business Profile and serve clients in your area, Pinwarden works for your practice.
Common
questions
Yes. Pinwarden reads your business category, lists each service you offer (retirement planning, investment management, estate planning, and the rest), keeps the profile active with posts, and tracks where you rank across your area.
Yes. Posts can wait for approval before they go live, so your compliance team reviews each one first.
The most common reasons are an incomplete profile (a single category, services not listed, no recent posts) and a thin, inactive listing compared with nearby firms. Google rewards profiles that look complete and active, so a sparse profile gets shown less even when the practice behind it is excellent.
See how your practice's profile scores.
Free audit, takes about a minute. You keep the report whether you buy anything or not.
7-day refund. No contracts. Cancel anytime.