Margin Case Study


Personalized Financial Advice

MARGIN offers creative wealth management to high-income earners. Their services include financial planning, investment management, and tax strategy and preparation digitally throughout the United States, and locally in Denver, CO.

images of Margin website
Choosing the Right Platform

When it comes to brochure websites you have a few options but picking the right platform is critical to the success of your website and your business. Given that Margin is an established brand who wanted a custom touch to their website we recommended utilizing WordPress. Not only is WordPress the most utilized platform in the world, but it also allows you to be very flexible. You will never be handcuffed to your web designer or agency if you build in WordPress as there are endless resources out there who can help with your site.

Marrying Design and User Experience

While the design is very important on any website, one of the most overlooked items is the user experience. Is the site easy to navigate? Are important services easy to find? Does it take 4 clicks for the user to get where they need to go? Can we make it less? These are all questions an experienced design team will want to address when putting together the design. Since Margin’s offerings are wide, we needed to utilize icons throughout the site so make things easier for users to follow. The continuity makes the experience for the user simpler and efficient. As a result, more users are now turning into actual leads.

information about Ongoing Planning
6-Step Mutual Fit Process
infographic about complex situations
images of Margin website
Ron Merchant in a blue teeshirt

“We have been thrilled with our results. Online sales have quadrupled and the VEA team has been great at communicating since we started working with them ”

Ron Merchant Owner MAD Ramps


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