Professional, polished website design for boutique wealth management firm

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This customer received 75 Wordpress designs from 16 designers. They chose this Wordpress design from PP² as the winning design.
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Wordpress Design Brief
Hello, thank you for your interest. PLEASE READ THE BRIEF BEFORE SUBMITTING THE DESIGN.-
PLEASE USE THE ATTACHED HOME PAGE COPY FOR THIS DESIGN.
We are looking for a professional, polished design that helps portray trust and credibility for a well-established independent wealth management firm. We have copy we've written for the home page and we'd like the design and imagery to play up the copy, so there's a better chance someone will read it all. So the headlines etc should all be easy to read and the design should draw the eye towards them. For colors, again trust is important so probably blue as a dominant color, but you can also use gray, green, etc. We'd like to avoid too much use of the color red (due to financial, association with loss). SO PLEASE AVOID USE OF THE COLOR RED. We also like bright orange or yellow for call to action buttons.
Please keep the design EASY TO MAINTAIN in wordpress as well.
I have attached home page copy as well as logo files.
Here's some sites that we like so feel free to use as inspiration:
https://www.edelmanfinancialengines.com/, https://retirementmattersillinois.com/
https://linscomb-williams.com/, https://investfortomorrow.com/, https://rockhousefinancial.com/
As another option/idea, I like the idea of a simple format with a clean image similar to this for the home page: https://www.gettyimages.co.nz/detail/photo/calculator-falling-royalty-free-image/97970454?adppopup=true
Just an idea.
Also please be sure to incorporate the CFP /Certified Financial Planner logo as well, farther down the page is fine.
Thank you for your help! Feel free to contact me with any questions.
Updates
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Gathering more feedback
Target Market(s)
Individuals aged 48-62 who are looking to maximize their wealth, such as business owners, executives, engineers, successful tradespeople, etc.
Industry/Entity Type
Finance--wealth management
Font styles to use
Look and feel
Each slider illustrates characteristics of the customer's brand and the style your logo design should communicate.
Elegant
Bold
Playful
Serious
Traditional
Modern
Personable
Professional
Feminine
Masculine
Colorful
Conservative
Economical
Upmarket
Requirements
Must have
- Professional and polished, Call to action buttons must be clear and stand out, headlines must be clear and stand out, also text must be big enough to be easily readable by most people
Should not have
- Anything casual, frilly, etc.