Get Cited When People Ask AI Who To Trust With Their Money
AEO Built For Financial Advisors.
Answer Engine Optimization For RIAs & Wealth Practices
When someone asks ChatGPT, Gemini, Claude, or Perplexity who should manage their retirement, equity comp, or estate plan, we make sure your practice is the name it gives — built on the credentials, fiduciary standing, and trust signals AI checks before it recommends anyone.
The search for an advisor doesn't start with a Google query anymore.
People now ask an AI model which advisor to call before they ever land on a website. If your fiduciary standing, specialties, and client outcomes aren't legible to that model, it recommends the practice whose content is.
What we do
What AEO for financial advisors actually looks like.
Getting recommended by AI requires more than a generic "schedule a consultation" page. We structure your practice's site so models can understand exactly which clients you serve, which planning needs you specialize in, and why someone should trust you with their wealth.
01
Service Pages Built Around Real Planning
We build dedicated pages for every planning area you offer, from retirement income to equity comp to estate transfer, so AI can match a prospect's exact need to your practice.
02
Niche Pages For The Clients You Serve
From tech executives to physicians to business owners, we publish content that signals which client profiles you understand best, before a model has to guess.
03
Fiduciary Signals AI Can Verify
CFP designation, fee-only status, and years under management are surfaced in structured, citable form, not buried in a bio page AI never reaches.
04
Authority Through Reviews & Citations
We strengthen the third-party signals models weigh most: client testimonials, advisor directories, and structured data that confirm you're a practice worth recommending.
Prompt research in action
These are the questions clients are asking AI today.
Who's the best fee-only financial advisor near me?
How much should I have saved for retirement by 50?
Do I need a financial advisor or can I use a robo-advisor?
What should I do with stock options when I leave my job?
What should I do with stock options when I leave my job?
Who handles wealth planning for business owners selling their company?
How much does a financial advisor typically charge?
Can an advisor help me set up a trust for my kids?
What's the best way to plan for early retirement?
Who can help me consolidate multiple 401(k) accounts?
Every one of these searches represents a potential client. We build your practice around the questions AI is already answering.
How it works
What happens after you partner with Carrow & Vale.
Our process is designed to make your practice the easier answer for AI to understand, trust, and recommend, while building a referral pipeline that compounds quarter over quarter.
1
AI Visibility Audit
We review how your practice currently shows up across AI-generated recommendations and identify exactly where the gaps are.
2
AI-Ready Site Foundation
We build out service and client-niche pages, structured content, and technical fixes that help models understand your practice.
3
Fiduciary & Review Buildout
We strengthen the credential, review, and directory signals that confirm your practice's legitimacy and authority to AI systems.
4
Ongoing Client Base Expansion
As your book of clients grows, we keep expanding your footprint into new planning areas, niches, and life stages.
Common questions
Common questions from financial advisory clients.
01.
What makes AEO different from traditional SEO?
02.
Can AEO help my practice attract higher-net-worth clients?
03.
How long does it take to improve our AI visibility?
04.
Do you work with practices outside of retirement planning?
05.
What happens during the AI audit?
Ready to become the advisor AI recommends?
The next person searching for an advisor may never scroll past the AI's answer. Make sure your practice is the one it names.
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