Writing & Thought Leadership

Financial Writing & Thought Leadership

Bylined and ghostwritten work for the wealth-management industry — research-grade, voice-true, and built to be placed.

Ghostwriting

Professional financial ghostwriter for RIAs and financial services companies.

Recent corporate brochure and white-paper engagements include wealth-management firms such as Cerity Partners and Corebridge Financial. Project-based engagements; with a PR background, David also pitches and places his own stories on a client's behalf.

Services

What I write

White Papers

Long-form research-grade pieces for RIAs, asset managers, and retirement platforms.

Thought Leadership

Bylined and ghostwritten articles that establish a distinctive voice in a crowded market.

Ghostwriting

Discreet, professional ghostwriting for principals, executives, and wealth advisors.

Content Strategy

Editorial planning, voice development, and publication strategy across owned and earned channels.

Advisor Thought Leadership

Custom programs that turn an advisor's expertise into placed bylines and durable IP.

Retirement Research

Original survey design and analysis — the engine behind the Retirement Fear Index™.

Topics

Subjects I cover

InvestingCryptoMarket CommentaryRetirement IncomeInvestor PsychologyPersonal FinanceMedicareSocial SecurityEstate PlanningRisk Tolerance & CapacityBudgetingAdvisor StoriesFamily Money ConversationsSpending GuiltFinding Purpose in RetirementElder Fraud & Abuse

Samples

Selected writing

Have a project in mind?

White paper, byline, ghostwriting engagement, or a longer editorial program.