Cudo Financial

A custom WordPress website for a Corvallis financial planning practice established in 1988.

01 — The Client

Sound advice, built on trust since 1988.

cudofinancial.com

Cudo Financial is a financial planning practice located in Corvallis, Oregon, established in 1988. Led by Registered Principal David Cudo, the firm helps clients achieve their financial goals through thorough planning and personalized investment strategies. Cudo Financial operates through Raymond James Financial Services — one of the largest independent financial services firms in the country — giving clients access to institutional-grade investment platforms while maintaining the personal relationships and local presence of a small Corvallis practice. The three-person team works directly with clients through a structured four-step process: discovery, plan design, strategy implementation, and ongoing portfolio management.

02 — The Solution

What we built together.

01

Website Design

We designed and built Cudo Financial’s website on a custom WordPress theme to give a long-established Corvallis financial planning practice a digital presence that reflects both the firm’s professional credibility and its personal, relationship-driven approach. Financial services websites face a specific design tension: they need to feel authoritative enough for high-net-worth clients while remaining warm and approachable rather than corporate. The site resolves that tension through clean, confident typography, Oregon landscape photography that grounds the firm in its Corvallis setting, and a content structure organized around the client journey — from the initial discovery meeting through plan design, strategy implementation, and ongoing portfolio management. Individual team member profile pages give prospective clients a genuine sense of who they’d be working with. The site also handles the regulatory requirements that come with financial services: Raymond James legal disclosures, FINRA/SIPC compliance language, BrokerCheck integration, and the required privacy and terms-of-use documentation are all present and properly structured without cluttering the client-facing experience.

03 — The Work

A financial practice that feels personal, not corporate.

Visit live site
01 01 Home — firm overview, four-step investment process, team profiles, and Raymond James compliance integration

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Since 2012, we’ve been helping community-driven organizations and businesses make their impact by delivering beautifully functional websites and compelling design.
Corvallis, Oregon