AdvisorSEO Max Launches AI-Powered SEO Platform Built Exclusively for Financial Advisors
A new platform gives RIAs and independent advisors the ability to audit, optimize, and track their search visibility without agencies, jargon, or guesswork.
Media Contact
Shaun Melby, CFP®
Creator of AdvisorSEO Max
Founder of Melby Wealth Management
615-241-0243
The Announcement
The following press brief provides the core announcement details. Journalists and editors are welcome to pull directly from this material with attribution.
Nashville, TN. AdvisorSEO Max, an AI-powered SEO and visibility platform built specifically for financial advisors and RIAs, launches April 14, 2026. The platform gives independent advisors the ability to run website audits, generate compliant meta tags and schema markup, optimize blog content, track Google Search Console performance, and monitor AI-search visibility, all without technical expertise or an outside agency.
The platform was created by Shaun Melby, CFP®, who runs Melby Wealth Management in Nashville. Melby has spent 7+ years using organic search as his firm's primary client acquisition channel. In 2025, he began experimenting with Custom GPTs to systematize his SEO workflow, hoping to automate the audits, content optimization, and search analysis he was already doing manually. The Custom GPTs fell short almost immediately. They couldn't access real search data. They lost context between sessions. They couldn't generate the advisor-specific, compliance-aware recommendations his process demanded. They were the wrong tool for the job.
Rather than settle for a halfway solution, Melby built the platform from scratch. What started as an internal system for running his own firm's SEO became AdvisorSEO Max, a full platform now available to every independent advisor.
"I wasn't trying to build a company. I was trying to fix my own workflow," said Melby. "But once I had a tool that actually worked for my firm, I realized every advisor I knew was stuck in the same place I had been. They had the motivation. They just didn't have the instrument."
The platform connects directly to Google Search Console through OAuth, grounding every recommendation in the advisor's actual search data: real clicks, real impressions, real position trends. Its "Fix This Next" engine prioritizes the highest-impact changes so advisors know exactly where to focus. The AI Visibility Checker tracks how well an advisor's brand appears in AI-generated search results, an emerging discovery channel that generic SEO tools do not address.
Unlike horizontal SEO platforms designed for any industry, AdvisorSEO Max is built around the specific language risks, compliance constraints, and trust dynamics of financial services marketing. Schema suggestions, meta tag generation, blog optimization, and audit diagnostics are all tailored to the advisor context.
Melby continues to run Melby Wealth Management full-time alongside AdvisorSEO Max. The product evolves from the same search data, compliance realities, and client acquisition challenges he faces as a practicing advisor every day.
AdvisorSEO Max is available at advisorseomax.com with plans starting at $199/month or $1,990/year.
"Every advisor I talk to has the same story: they rewrote their title tags three times, published a few blog posts, and nothing changed. The problem was never effort. The problem was that nobody showed them what to fix first."- Shaun Melby, CFP®, Creator, AdvisorSEO Max
"I tried to build this with Custom GPTs first. They couldn't read my search data, couldn't hold context, and couldn't tell me what to do next. They were the wrong tool entirely. So I stopped patching together workarounds and built a real platform."- Shaun Melby, CFP®, Creator, AdvisorSEO Max
"Advisors don't have a content problem. They have a direction problem. Most are publishing into a void because no one has shown them how Google actually sees their site. That's what this tool fixes in the first ten minutes."- Shaun Melby, CFP®, Creator, AdvisorSEO Max
"The next generation of advisor growth will belong to the firms that understand how search and AI discovery actually work. Not the ones with the biggest ad budget. The ones with the best information."- Shaun Melby, CFP®, Creator, AdvisorSEO Max
Key Facts at a Glance
What AdvisorSEO Max Does
The platform combines website auditing, content optimization, search analytics, and AI-visibility monitoring into a single interface designed for advisors who want results without complexity.
About Shaun Melby, CFP®
Shaun Melby runs Melby Wealth Management in Nashville, TN, where he has spent 7+ years building the firm through organic search as its primary client acquisition channel. That hands-on experience with advisor SEO, including the wins, the dead ends, and the compliance constraints, is what led him to build AdvisorSEO Max.
The product started as an experiment. In 2025, Melby tried using Custom GPTs to systematize his own SEO workflows. They fell short almost immediately: no real data access, no persistent context, no advisor-specific intelligence. Rather than accept a tool that couldn't do the job, he built one that could. He tested it on his own firm first, then opened it to the industry.
Melby is an active practitioner, not a former advisor. He continues to run Melby Wealth Management while building AdvisorSEO Max, which means the product evolves based on the same search data, compliance realities, and client acquisition challenges that every independent advisor faces.
Shaun Melby, CFP®, is the creator of AdvisorSEO Max, an AI-powered SEO platform built for financial advisors and RIAs. He also runs Melby Wealth Management in Nashville, TN, where he has spent 7+ years growing the firm through organic search. He built AdvisorSEO Max to give every independent advisor access to the same data-driven SEO approach he uses for his own firm.
Shaun Melby, CFP®, is the creator of AdvisorSEO Max, an AI-powered SEO and visibility platform for RIAs and independent financial advisors. He runs Melby Wealth Management in Nashville, TN, where organic search has been the firm's primary client acquisition channel for over seven years. After Custom GPTs failed to handle the complexity of his SEO process in 2025, Melby built AdvisorSEO Max as an internal tool for his own firm and now offers the platform to the broader advisory industry. He writes and publishes regularly on advisor SEO strategy, AI-search visibility, and compliant content marketing.
Suggested Story Angles
Pre-packaged angles for different editorial audiences. Each is tagged by the media type most likely to find it relevant.
Most Advisor SEO Struggles Are a Direction Problem, Not a Content Problem
Advisors publish blog posts and rewrite meta tags without knowing what Google actually wants them to fix. A practicing RIA founder built a platform that reads real search data and shows advisors exactly where to focus.
He Tried Custom GPTs First. They Weren't Close. So He Built the Real Thing.
A CFP® in Nashville wanted to automate his firm's SEO with AI in 2025. Custom GPTs couldn't handle real data, persistent workflows, or compliance-aware recommendations. He built a full platform instead, and now the whole industry wants access.
AI Search Is Changing How Prospects Find Advisors, and Most Firms Are Invisible
AI Overviews and AI assistants are reshaping search discovery. Most advisor websites are not structured to appear in these results. A new tool tracks and addresses AI-search visibility for RIAs.
The 10-Minute SEO Audit Any Advisor Can Run This Week
A practical walkthrough: what to look at in Google Search Console, what the data means, and how to spot the single highest-impact fix on your website right now.
SEO and Compliance: What Advisors Can Actually Say on Their Websites
Compliance fear leads to bland, unranked content. This angle covers how advisors can write pages that perform in search without creating regulatory risk.
Still Running His RIA While Building the SaaS: A Practitioner-Founder Story
Unlike most SaaS founders who leave their industry to build for it, Melby is still a practicing advisor. The product evolves from the same challenges his own firm faces every day.
Product Screenshots
High-resolution product screenshots are available for editorial use. Contact for additional views or custom angles.
Downloadable Press Assets
Media Inquiries
For press inquiries, interview requests, product demos, or additional assets, contact Shaun directly. Typical response time: same business day.