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Conversion-First Design
Custom-Built, Never Templated
AI Chatbots That Book Calls
SEO Built Into Every Page
4-6 Week Launch Timeline
24/7 Automated Lead Capture
Compliance-Ready Architecture
Dedicated Project Lead
Monthly Care Plans From $97/mo
3 Tiers, One Goal: Growth
Conversion-First Design
Custom-Built, Never Templated
AI Chatbots That Book Calls
SEO Built Into Every Page
4-6 Week Launch Timeline
24/7 Automated Lead Capture
Compliance-Ready Architecture
Dedicated Project Lead
Monthly Care Plans From $97/mo
3 Tiers, One Goal: Growth
Canopy Connect
Applied Epic
Salesforce
Calendly
Wealthbox CRM
Redtail CRM
SEC Compliant
FINRA Standards
RESPA Ready
TRID Compliant
SSL Encrypted
WCAG Accessible
Canopy Connect
Applied Epic
Salesforce
Calendly
Wealthbox CRM
Redtail CRM
SEC Compliant
FINRA Standards
RESPA Ready
TRID Compliant
SSL Encrypted
WCAG Accessible
Built for Insurance Brokers
Built for Financial Advisors
Built for Mortgage Professionals
Websites That Generate Leads, Not Just Compliments
Premium Branding That Converts
Your Online Presence Should Work as Hard as You Do
Stop Losing Clients to Competitors With Better Websites
From Strategy Call to Launch in Weeks
Full Automation, Zero Guesswork
Atlanta-Based, Nationally Trusted
Built for Insurance Brokers
Built for Financial Advisors
Built for Mortgage Professionals
Websites That Generate Leads, Not Just Compliments
Premium Branding That Converts
Your Online Presence Should Work as Hard as You Do
Stop Losing Clients to Competitors With Better Websites
From Strategy Call to Launch in Weeks
Full Automation, Zero Guesswork
Atlanta-Based, Nationally Trusted
Industry-Focused
Tailored designs that speak directly to your target market, with industry-specific features and optimizations.
Compliance-Ready
Built with financial, insurance and mortgage industry regulations in mind, ensuring your online presence meets all requirements.
Lead Generation
Strategic design elements and conversion optimization to turn website visitors into qualified leads.
Example Work
Built Different. On Purpose.
Every site we build is custom-designed for the industry it serves — no templates, no shortcuts, no two projects alike.
4.2%
Conv.
Rate
Rate
Evergreen Wealth
About
Services
Insights
Contact
Evergreen Wealth Advisors
Building Generational Wealth With Confidence
Personalized strategies for high-net-worth families
Schedule a Consultation
SEC Registered
•
FINRA Member
•
Fiduciary
View Full Site
Financial Advisor
Evergreen Wealth Advisors
Editorial luxury layout with cinematic hero, accordion services, parallax stat breaks, and SEC-compliant architecture.
AI Receptionist Chatbot
Books calls, answers FAQs, captures leads while you sleep
Automated Follow-Up System
Email + SMS sequences that nurture leads into booked calls
CRM & Pipeline Integration
Auto-sync leads to Wealthbox, Redtail, Salesforce & more
Smart Booking System
Prospects self-schedule strategy calls — no back-and-forth
Compliance-Ready Architecture
SEC, FINRA & ADV disclosures built into the framework
Live Conversion Tracking
See exactly which pages drive calls, form fills & revenue
Secure Client Portal
Private document vault, onboarding flows & e-signatures
Backend Automations
New lead alerts, task creation, data routing — all hands-free
SEO & Content Engine
Blog, schema markup & local SEO so clients find you first
Done-For-You Launch
We handle everything — design, copy, integrations, go-live
These are example websites & designs — every build is custom to your brand, goals & tech stack
+38%
Lead
Growth
Growth
Atlas Shield
Coverage
About
Claims
Quote
Protection That Works As Hard As You Do
Independent insurance solutions for businesses and families.
Get Your Free Quote
15+
Carriers
98%
Satisfaction
2.5K
Policies
12
States
View Full Site
Insurance Broker
Atlas Shield Insurance Group
Geometric modern layout with diagonal transitions, floating stats card, animated coverage icons, and inline quote engine.
AI Receptionist Chatbot
Answers coverage questions, routes leads & books reviews 24/7
On-Site Quote Engine
Multi-line quoting without leaving your site — zero drop-off
Automated Follow-Up System
Renewal reminders, cross-sell drips & re-engagement campaigns
AMS & Rater Integration
Applied Epic, Hawksoft, AMS360, EZLynx — auto-sync everything
Smart Booking System
Policy reviews & new client calls booked without your team lifting a finger
Backend Automations
Lead alerts, pipeline updates, task creation — runs itself
Live Conversion Tracking
Know which carriers, pages & campaigns drive real revenue
SEO & Content Engine
Blog, local SEO & schema so you outrank the captive agents
Self-Service Claims Portal
Clients file FNOL & track status — reduces inbound calls by 40%+
Done-For-You Launch
We handle everything — design, copy, integrations, go-live
These are example websites & designs — every build is custom to your brand, goals & tech stack
6.8%
Conv.
Rate
Rate
Cornerstone
Loans
Rates
About
Apply
Your Dream Home Starts With the Right Partner
Check Today's Rates
Pre-Approval
30+
Lenders
Same Day
Pre-Approval
21 Days
Avg. Close
View Full Site
Mortgage Broker
Cornerstone Mortgage Group
Warm lifestyle layout with overlapping cards, zigzag loan sections, interactive calculator, and RESPA-compliant architecture.
AI Receptionist Chatbot
Pre-quals borrowers, answers rate questions & books LO calls 24/7
Interactive Rate & Payment Tools
Calculators that keep borrowers on your site instead of Zillow
Digital 1003 Application
Online app intake that feeds directly into your LOS pipeline
Automated Follow-Up System
Rate alerts, milestone texts & re-engagement that close more loans
LOS & CRM Integration
Encompass, Calyx, Byte, Velocify — leads flow in automatically
Smart Booking System
Borrowers book consultations on their time — zero friction
Backend Automations
New app alerts, LO assignment, status updates — all hands-free
Live Conversion Tracking
See which ads, pages & channels drive actual funded loans
SEO & Content Engine
Rate pages, blog & local SEO that outrank the big lender sites
Done-For-You Launch
We handle everything — design, copy, integrations, go-live
These are example websites & designs — every build is custom to your brand, goals & tech stack
Ready for a site that actually converts?
Start Your Project
Evergreen Wealth Advisors
About
Services
Insights
Contact
Est. 2003
Building Generational Wealth With Confidence
Personalized strategies for high-net-worth families
Schedule a Consultation
We partner with families and business owners to create comprehensive financial plans that protect what you have and grow what you need. Our fiduciary-first approach means your interests are always our priority.
$2.1B
Assets Under Management
97%
Client Retention
20+
Years of Service
What We Do
Portfolio Management
Risk-adjusted strategies built around your timeline, goals, and risk tolerance using institutional-grade analysis.
Learn More →
Estate Planning
Tax-efficient wealth transfer structures for multi-generational families, including trust design and charitable frameworks.
Learn More →
Tax Optimization
Strategic harvesting, Roth conversions, and charitable giving frameworks tailored to your full financial picture.
Learn More →
“
Evergreen gave us clarity when we had none. Within six months, our entire financial picture was organized and growing.
Our Story
Two decades of fiduciary-first advising
Founded in 2003, Evergreen Wealth Advisors was built on a simple belief: every family deserves a financial partner who puts their interests first. As a fee-only, SEC-registered firm, we never earn commissions on the products we recommend. Our team of credentialed advisors brings institutional-level expertise with a boutique-firm personal touch.
Leadership
James Evergreen, CFP®
Founder & CEO. 25 years in wealth management. Former VP at Goldman Sachs Private Wealth.
Sarah Chen, CFA
Chief Investment Officer. Former portfolio manager at BlackRock. Yale MBA.
Michael Torres, JD
Director of Estate Planning. Former trust attorney at King & Spalding. Georgetown Law.
Amanda Brooks, CFP®
Senior Wealth Advisor. 15 years at Merrill Lynch Private Wealth. UGA Terry College.
Credentials & Affiliations
SEC Registered Investment Adviser
FINRA Member
CFP Board Standards
NAPFA Fee-Only Network
We believe that wealth management is not about products or transactions — it is about understanding what matters most to you and building a disciplined plan to protect it.
Our Services
Comprehensive Wealth Management
Tailored solutions for every stage of your financial life.
1
Discovery Meeting
2
Strategy Design
3
Implementation
4
Ongoing Review
Investment Management
Diversified, risk-adjusted portfolios using institutional strategies. Separately managed accounts, alternative investments, and tax-efficient rebalancing. Minimum $500K.
Learn More →
Retirement Planning
Monte Carlo projections, Social Security optimization, and income distribution strategies. We model every scenario so you retire with clarity and confidence.
Learn More →
Estate & Tax Planning
Trust structures, charitable giving strategies, and multi-generational wealth transfer. We coordinate with your attorney and CPA to minimize tax liability.
Learn More →
Business Owner Advisory
Succession planning, key-person insurance, and 401(k) plan design for growing companies. We help you build personal wealth while growing your business.
Learn More →
Fee Transparency
We charge a transparent, tiered advisory fee based on assets under management. No hidden costs, no commissions, no conflicts.
$500K – $1M
1.00%
$1M – $5M
0.85%
$5M+
0.65%
Get In Touch
Start Your Consultation
Schedule a complimentary 30-minute discovery call to see if we are the right fit for your family.
First Name
Last Name
Email Address
Phone Number
Investable Assets (Select Range)
Tell us about your financial goals...
Request Consultation
Atlanta Office
3344 Peachtree Rd NE, Suite 1800
Atlanta, GA 30326
(404) 555-0192
Atlanta, GA 30326
(404) 555-0192
Office Hours
Monday – Friday: 8:30 AM – 5:30 PM
Saturday: By Appointment
Sunday: Closed
Saturday: By Appointment
Sunday: Closed
What to Expect
30-minute video or phone call
Review of your current financial picture
Customized next steps — no obligation
SEC Registered • Fee-Only • Fiduciary Standard
Atlas Shield
Coverage
About
Claims
Get a Quote
Protection That Works As Hard As You Do
Independent insurance solutions for businesses and families across 12 states.
Get Your Free Quote →
15+
Carrier
Partners
Partners
98%
Client
Satisfaction
Satisfaction
2,500+
Active
Policies
Policies
12
States
Licensed
Licensed
WHAT WE COVER
Full-Spectrum Coverage
Home & Property
Homeowners, renters, flood, and umbrella coverage.
Auto & Fleet
Personal auto, commercial fleet, and rideshare coverage.
Commercial Lines
GL, BOP, workers comp, and professional liability.
Get a Quote in 60 Seconds
Coverage Type
ZIP Code
Business or Personal?
“Atlas Shield saved us $14,000 on our commercial package — and the claims process was the fastest I have ever experienced.”
Trusted by the best
Hartford • Travelers • Progressive • Nationwide • Liberty Mutual
Coverage Options
We Shop 15+ Carriers So You Don't Have To
As an independent agency, we are not beholden to any single carrier. We find the best coverage at the best price.
Personal Lines
- Homeowners & Condo Insurance
- Renters Insurance
- Personal Auto
- Umbrella / Excess Liability
- Flood & Earthquake
- Jewelry & Collections
Commercial Lines
- General Liability
- Business Owners Policy (BOP)
- Workers Compensation
- Commercial Auto & Fleet
- Professional Liability / E&O
- Directors & Officers (D&O)
Life & Health
- Term Life Insurance
- Whole & Universal Life
- Group Benefits
- Disability Insurance
- Long-Term Care
Specialty Programs
- Cyber Liability
- Employment Practices (EPLI)
- Contractor Programs
- Real Estate Investor Packages
Coverage
Captive Agent
Atlas Shield
Number of Quotes
1
15+
Annual Review
Maybe
Guaranteed
Claims Advocacy
Limited
Full Representation
Why Independent Matters
Captive agents represent one company. We represent you. That means more options, better pricing, and real advocacy when you file a claim.
Atlas Shield Insurance Group was founded on a simple idea: insurance should work for the client, not the carrier. As a fully independent brokerage, we represent you — not an insurance company. That means more options, better pricing, and advocacy when it matters most. Our team brings decades of industry experience and a relentless commitment to finding the right coverage at the right price.
Our Team
Derek Atlas
Founder & Principal. 18 years in P&C insurance. Former regional VP at Zurich NA.
Jennifer Morales, CIC
Commercial Lines Director. Certified Insurance Counselor. Specializes in contractor and real estate programs.
Licensed In
Georgia • Florida • South Carolina • North Carolina • Alabama • Tennessee • Virginia • Texas • Louisiana • Mississippi • Colorado • Arizona
Our Independence Pledge
We will never recommend a policy because it pays us more. We will never bind coverage without explaining every option. We will always advocate for you during claims. That is the Atlas Shield promise.
1
Your Info
2
Coverage
3
Review
Get Your Personalized Quote
Tell us what you need and we will shop 15+ carriers to find the best coverage at the best price.
Full Name
Email
Phone
ZIP Code
Coverage Type (Select)
Any additional details about your coverage needs...
Submit Quote Request →
What Happens Next?
1. We review your info (same day)
2. We shop 15+ carriers for you
3. You choose the best option — no pressure
No spam. No obligation. Your information is encrypted and never shared.
256-bit Encrypted
Response in 1 Hour
No Obligation
Cornerstone Mortgage
Loans
Rates
About
Apply
Your Dream Home Starts With the Right Partner
30+ lenders. Same-day pre-approval. 21-day average close.
Check Today's Rates
Pre-Approval
30+
Lender Partners
Same Day
Pre-Approval
21 Days
Average Close
4.8★
Google Rating
Today's Rates: 30yr Fixed 6.75% | 15yr Fixed 6.125% | FHA 6.50% | VA 6.25% — Updated Apr 16, 2026
Loan Programs
Find the Right Mortgage
Conventional
As low as 3% down. Competitive rates for strong credit profiles.
FHA Loans
3.5% down. Flexible credit requirements for first-time buyers.
VA Loans
0% down for eligible veterans and active military.
Estimate Your Payment
Home Price
$425,000
Down Payment
10%
Interest Rate
6.75%
Estimated Monthly Payment
$2,481/mo
How It Works
1
Apply Online
5 minutes. No credit impact.
2
We Shop Lenders
30+ options compared for you.
3
Lock Your Rate
Best terms, guaranteed.
4
Close & Move In
21-day avg. close time.
“Cornerstone got us from pre-approval to closing in 18 days. Our realtor said it was the smoothest deal she had ever been part of.”
Which Loan Is Right For You?
Answer 3 questions to find your best loan program
First home purchase?
Veteran or active military?
Self-employed?
See My Options
Loan Programs
Every Loan Program. One Application.
We shop 30+ lenders to find the best rate and terms for your situation.
Conventional
Fixed & ARM options. Best rates for strong credit profiles. Conforming up to $766,550.
3%
Min Down
680+
Credit
PMI removable
Benefit
FHA
Flexible credit requirements. Manual underwriting available for complex profiles.
3.5%
Min Down
580+
Credit
First-time OK
Benefit
VA
Eligible veterans, active duty, and surviving spouses. IRRRLs available.
0%
Min Down
No PMI
Benefit
Jumbo
Loans above $766,550. Competitive rates for high-value properties.
10%
Min Down
700+
Credit
USDA
Rural-eligible areas. Income limits apply. Lower mortgage insurance than FHA.
0%
Min Down
Low MI
Benefit
Non-QM / DSCR
Bank statement loans, asset depletion, investor DSCR. For self-employed and investors.
15%
Min Down
No W-2 needed
Benefit
About Cornerstone
Atlanta's trusted mortgage partner since 2015
Cornerstone Mortgage Group was founded on the belief that homeownership should be accessible, transparent, and fast. As an independent mortgage brokerage, we are not tied to any single lender — which means we shop 30+ wholesale lenders to find the best rate and terms for every client. From first-time buyers to seasoned investors, we treat every loan like it is the most important one we have ever closed.
Our Team
Marcus Stone, NMLS #98765
Founder & Producing Branch Manager. 12 years in wholesale lending. Previously at United Wholesale Mortgage.
Rachel Kim, NMLS #45678
Senior Loan Officer. Specializes in first-time buyer programs and VA loans. 800+ families served.
Community Involvement
Proud partner of Habitat for Humanity Atlanta. $50,000+ donated to local housing initiatives since 2015.
Our Mission
To make homeownership accessible to every family by providing transparent advice, competitive rates from 30+ lenders, and a closing process that respects your time and your trust.
Step 1 of 3 — Basic Information
Start Your Pre-Approval Today
Takes less than 5 minutes. No impact to your credit score. Same-day pre-approval letters available.
First Name
Last Name
Email
Phone
Purchase Price Range
Down Payment %
Loan Type (Conventional, FHA, VA, etc.)
Estimated Credit Score Range
Why Get Pre-Approved?
Sellers take you seriously
Know your exact budget
Lock in today's rate for 90 days
No credit impact
Same-day response
100% secure
Soft pull only • No impact to your credit score • Same-day letter available
0
+
Industries We Build For
Insurance, finance, real estate & more
$
0
M+
Revenue Potential
Built to drive leads that close deals
0
%
Committed to Results
We don't stop until you're proud of it
0
/7
Dedicated Support
Your brand never sleeps and neither do we
Limited Time Offer
Early Access Program
Join our founding client circle and receive exclusive benefits
We're offering an unprecedented opportunity for forward-thinking professionals. As one of our first 10 clients, you'll receive premium web design services at a significant discount, plus exclusive ongoing benefits.
7 spots remaining
days
hrs
min
sec
Launch Partner Benefits
- 30% Off Standard Pricing
- Priority Development Queue
- Lifetime VIP Support
- Free Performance Reviews
Premium Design
Bespoke web design tailored for industry professionals
Rapid Launch
Accelerated development timeline for early partners
Dedicated Support
Direct access to our expert development team
The Journey
Transforming your vision into digital excellence
01
Discovery & Strategy
We begin by understanding your unique goals, target audience, and industry requirements. Through in-depth consultations, we develop a comprehensive strategy that aligns with your business objectives and sets the foundation for your digital success.
02
Design & User Experience
Our expert designers create stunning, user-centric layouts that blend modern aesthetics with intuitive functionality. We focus on crafting engaging user experiences that reflect your brand identity while ensuring seamless navigation and optimal conversion paths.
03
Development & Optimization
Using cutting-edge technology and best practices, we build your website with clean, efficient code. Our development process includes rigorous testing, performance optimization, and implementation of essential features to ensure your site exceeds industry standards.
04
Launch & Support
After thorough testing and final optimizations, we deploy your website with precision. Our commitment doesn't end at launch - we provide ongoing support, performance monitoring, and regular updates to ensure your digital presence continues to evolve and thrive.
Core Features
Powering your digital success with cutting-edge technology
Dynamic Responsiveness
Seamless experiences across all devices with fluid animations and intelligent layouts.
Performance Optimization
Lightning-fast load times with optimized code and efficient resource management.
Advanced Security
Enterprise-grade protection with latest security protocols and continuous monitoring.
Smart Analytics
Comprehensive insights and tracking to measure and optimize your digital success.
The Broker Brief
Insights That Move the Needle
Branding tips, lead generation strategies, and industry insights built for brokers who want to grow.
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What We've Been Building
Real work. Real brands. No stock photos or recycled templates.
@purebrokerbranding
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Common Questions
Explore common questions about our web design services tailored to your industry
How do you ensure SEC and FINRA compliance for advisor websites?
Our designs include comprehensive compliance management systems that handle SEC and FINRA requirements. This includes ADV integration, compliant archiving, proper disclaimers, and separation of regulated/non-regulated content. We regularly update our compliance features to match changing regulations.
What types of client portals and integrations do you support?
We integrate with all major financial platforms including Schwab, Fidelity, TD Ameritrade, and popular CRM systems. Our secure client portals feature document sharing, portfolio viewing, and secure messaging while maintaining compliance standards.
How do you handle performance reporting and disclaimers?
We implement compliant performance reporting systems with automated disclaimers and proper disclosure management. Our designs include clear presentation of hypothetical returns, past performance disclaimers, and required regulatory notices.
Can you integrate market data and research tools?
Yes, we integrate with leading financial data providers to display real-time market data, research tools, and economic updates. All integrations include proper attributions and compliance-approved disclaimers.
How do you handle ongoing compliance updates?
We provide continuous compliance monitoring and automatic updates. Our system tracks regulatory changes and implements required updates to disclaimers, disclosures, and content presentation while maintaining detailed documentation.
How do you manage carrier compliance requirements?
We incorporate carrier-specific compliance features including proper logo usage, product presentation, and required disclaimers. Our system automatically manages state-specific requirements and carrier approvals.
What quote and comparison tools do you offer?
We integrate with major insurance comparison engines and provide custom quote tools. Our solutions include real-time pricing, product comparisons, and secure lead capture forms compliant with industry regulations.
How do you handle policy service features?
Our websites include secure client service portals with policy document access, claims reporting, and secure messaging. We integrate with major agency management systems for seamless service delivery.
Can you showcase multiple insurance products?
Yes, we create dynamic product showcases that highlight different insurance offerings while maintaining compliance with carrier and regulatory requirements. This includes proper product comparisons and disclosures.
How do you handle state licensing displays?
We implement automated license management systems that display appropriate state licenses and ensure compliance with state-specific requirements. Updates are handled automatically as licenses change.
How do you handle RESPA and TRID compliance?
Our websites include comprehensive RESPA and TRID compliance features ensuring proper disclosures, fee transparency, and required documentation. We maintain compliance with all federal and state mortgage regulations.
What loan pricing and calculator tools are available?
We integrate with leading mortgage pricing engines and provide custom calculators for payments, affordability, and refinance analysis. All tools include required disclaimers and compliance notices.
How do you handle loan application systems?
We implement secure loan application platforms that integrate with major LOS systems. Our solutions include document upload, status tracking, and secure communication while maintaining HMDA compliance.
Can you integrate with loan servicing systems?
Yes, we integrate with major loan servicing platforms providing secure access to loan information, payment processing, and document management while maintaining regulatory compliance.
How do you handle rate lock features?
We implement secure rate lock systems that integrate with your pricing engine and LOS. This includes proper disclosures, lock confirmation, and automated updates to relevant parties.
Choose Your Industry
Select your specialty to get relevant pricing and compliance details
Speak With a
Conversion Specialist
Get personalized guidance on your digital transformation journey. Our expert team will help you create a strategy that meets your unique needs and compliance requirements.