Web Design in West Palm Beach for a Firm That Just Changed Its Address

Updated November 2026 · Written and maintained by the Progression Agency strategy team

The moving company has come and gone, the lease on Flagler Drive is signed, and the website footer still says Park Avenue. Web design in West Palm Beach, for an investment firm that has just arrived, is a sequence of small jobs that have to happen in the right order. This page runs seven passes over one firm’s site, says which rule sits behind each, and gives the cost. It is written for managers relocating to Palm Beach County from New York and Connecticut. Progression is based in New York, works with West Palm Beach firms remotely, and offers on-site sessions on request.

If your business in West Palm Beach has never been near an SEC filing, the passes that still apply are the address, the people and the proof, in that order, and our website design and development page explains the broader build.

The footer that still says Park Avenue

Picture one footer on a firm’s website. Illustrative example. The left side shows the old street in New York. The right side shows the new one on Flagler Drive, where the lease starts on Monday. The website still shows the left side, and so does the maps listing, the email signature and every form receipt.

The instinct is to fix the home page first because it is the one anyone can see. That is the wrong place to start. The home page is the last record to change, and the work before it makes sure that when it does change, nothing else contradicts it.

Why does the order matter?

A site that shows the new address while the maps listing shows the old one tells a visitor two stories. Search engines and clients both notice. Fixing the records first, in order, gives them one story.

Why web design in West Palm Beach became a moving job

Palm Beach County markets itself as Wall Street South. The Business Development Board of Palm Beach County says over 300 hedge funds, private equity and financial service firms are located in the county, that hundreds are estimated to have relocated in recent years, and that finance is the county’s top sector by personal income.

For a firm that has moved, that means the site is rarely a fresh build. It is an existing site that has to catch up with a new address, a new team shape and a new audience. West Palm Beach web design for a relocating firm is therefore a worklist more than a redesign, and the seven passes below follow the order that keeps the records consistent.

• Pass 1 changes the address in every place it appears.
• Pass 2 posts Form CRS again, if the firm is a registered adviser.
• Pass 3 updates the people pages after the team splits.
• Pass 4 clears claims that assumed the old city.
• Pass 5 checks testimonials against the rule that governs them.
• Pass 6 adds local pages only where the firm serves a local audience.
• Pass 7 tells the people who still have the old address.

Does every firm need all seven?

No. An exempt reporting adviser, a family office and a registered adviser have different obligations. The person responsible for compliance decides which passes apply, and the agency does not give compliance advice.

Pass 1: the address, everywhere it appears

Start with a list. The address lives in more places than most firms remember, and each place has an owner.

• The footer, the contact page and the header on every template.
• Structured data in the page code, which tells search engines where the business is.
• The maps listing and any directory pages the firm has claimed.
• Email signatures and the automatic text in form confirmation emails.
• PDF brochures and fact sheets linked from the site.
• The privacy page and any legal notice that names the firm’s address.

Do the maps listing and the structured data in the same hour. A visitor who checks both should see the same street. When the list is done, change the footer and the contact page together.

Who owns the maps listing login?

Ask early. A listing claimed years ago by a former employee is the most common reason this pass stalls.

Pass 2: Form CRS, posted again

For a registered investment adviser with a website, 17 CFR 275.204-5 says to post the current Form CRS prominently on the website, in a location and format that is easily accessible for retail investors.

A move is a reason to look at that page again. The address on the form, the contact details and the services described may all have changed. The same section says that changes to Form CRS must be communicated to existing retail clients within 60 days after the amendments are required to be made. Ask your compliance reviewer whether your move triggers an amendment and what it needs to say.

• Check that the posted copy is the current one.
• Check that the link to it works from the footer and the home page.
• Ask compliance about any amendment and the 60 day line before the page changes.

Where does the form live?

Wherever the firm’s reviewer has decided it is easy for a retail investor to find. The agency places it there. Our financial advisor website design page covers the wider build.

Pass 3: people pages after the team splits

A relocation rarely moves everyone. Some people go south, some stay in New York, some work from both places. The people pages have to say where each one is, and nothing more than the firm can support.

Do not list states or registrations unless compliance has confirmed them. Do not invent a title because the new office needs a name on the door. Ask the reviewer to approve each biography before it goes live.

• Update each person’s location only after they have confirmed it.
• Remove anyone who has left, and redirect their page to the team page.
• Ask compliance before listing a state or a registration.
• Keep titles exactly as the firm uses them in its filings.

What about people who work from both places?

Say so plainly, in the words the person approves. A biography can name two cities without implying an office the firm does not have.

Pass 4: claims that assumed the old city

Look for phrases written for the old address. The common ones are our New York market, New York’s top, and local to the city.

Under 17 CFR 275.206(4)-1(a)(2), an advertisement may not include a material statement of fact that the adviser does not have a reasonable basis for believing it will be able to substantiate upon demand by the Commission. Read the marketing rule with your compliance reviewer. A claim the firm cannot document comes down, and a claim that still holds gets its proof written down beside it.

• List every statement of fact on the site, one per line.
• Write the proof beside each line, or mark it for removal.
• Replace location language with language that is true of the new address.
• Keep the list; the next review will need it.

Is a rule about advertisements relevant to a plain website page?

Whether a particular page counts as an advertisement is for your compliance reviewer to decide. The agency lists the statements and the reviewer rules on them.

What this kind of move costs a firm’s website

A move is usually scope on an existing build. Website design in West Palm Beach for a relocating firm is priced the way any site update is priced: by the number of pages and templates the passes touch. The tables show the market spread and Progression’s fixed-scope starting prices.

Bands for a firm’s site

Read the table as a spread and not as a quote. A move on a small site sits near the brochure row, and a firm with a custom build and many people pages sits nearer the custom row.

Progression list prices for a firm’s site

Progression’s website design and development page lists fixed-scope pricing. A move on an existing site often needs only part of a row, and the proposal says which part.

Pass 5: testimonials and the paperwork behind them

Paragraph (b) of the same marketing rule sets conditions for testimonials and endorsements. It says an advertisement may not include one unless the adviser meets the conditions in paragraphs (b)(1) through (3), subject to the exemptions in (b)(4).

Do not guess whether a line on the site counts as an endorsement. Hand the list of quotes to your compliance reviewer, and let the reviewer decide which stay. Our financial advisor website design page covers templates and the rule in depth; this pass is only the checklist for a move.

• List every quote, rating and endorsement on the site.
• Note who gave it and when.
• Hand the list to compliance with the paperwork the firm holds.
• Remove anything the reviewer does not clear.

What if a quote mentions the old city?

Ask the reviewer. A quote that places the firm in New York may still be accurate, and the reviewer decides whether it stays.

Pass 6: the local pages a new arrival needs

Web design in Palm Beach, the county and Palm Beach Gardens are not the same audience. A firm that serves clients in all of them might want a short page for each. A firm that serves one does not need three.

Write a local page only if the firm actually serves the place. Web design in Palm Beach County does not mean thirty pages with the town swapped, and search engines treat that pattern as filler. One honest page for each real audience is enough.

• A page for the city where the office is.
• A page for the county, if clients come from around it.
• A page for a neighboring town, only if the firm serves it.
• No page for a place the firm has no reason to mention.

Can a page name a client in West Palm Beach?

Only with the client’s permission and after compliance has reviewed it. The safest default is to describe the work and leave the name off.

Pass 7: tell the people who already have the old address

A change notice should reach clients, custodians and vendors from the firm itself, as an email and a page on the site. The site then redirects old pages to new ones, so a link in an old email still works.

A West Palm Beach web design company should own the checklist and the redirects. The announcement belongs to the firm, because it is the firm that has the relationship and the compliance review.

• A short notice page with the new address and the effective date.
• An email to clients that points to the page.
• Notes for custodians and vendors, with the same wording.
• Redirects from every old page that changed.

How long does the whole sequence take?

Usually a few weeks, driven by how fast the compliance reviewer returns each pass. The records work moves faster than the approvals.

Related services and guides

Pages that sit beside this one:

• Website design and development
• Financial advisor website design
• Web design by city
• Video production in West Palm Beach

Frequently asked questions