Industry: Financial Advising & Wealth Management
Services: Content Strategy, Creative Direction, LinkedIn Content Development, Copywriting & Graphic Design
Client Showcase: Harbor Wealth Advisors (North Eastern Ohio)
The Challenge
Services: Content Strategy, Creative Direction, LinkedIn Content Development, Copywriting & Graphic Design
Client Showcase: Harbor Wealth Advisors (North Eastern Ohio)
The Challenge
Financial planning is deeply personal, but communicating its importance in an increasingly crowded digital landscape can be challenging. For financial advisors, establishing trust and demonstrating expertise requires content that is both informative and approachable.
The Approach
Working alongside two financial advisors, I develop LinkedIn content that translates their professional expertise, father-son practice, and personalized financial planning into engaging, accessible narratives.
Through a combination of educational carousels, thought-leadership content, and cohesive visual storytelling, the goal is to communicate the advisors' personal, collaborative, and proactive approach to financial advising.
Selected Creative Work
Two Generations, One Question
A recurring content concept exploring financial planning questions through the perspectives of two Harbor Wealth advisors, a father and son, highlighting their expertise and approach to client relationships.
A recurring content concept exploring financial planning questions through the perspectives of two Harbor Wealth advisors, a father and son, highlighting their expertise and approach to client relationships.
Advisor Access & Collaboration
Thought-leadership content that shows prospective clients what proactive financial advising should actually feel like, and demonstrates why knowing the entire person behind the portfolio matters.
Thought-leadership content that shows prospective clients what proactive financial advising should actually feel like, and demonstrates why knowing the entire person behind the portfolio matters.
My Role
LinkedIn content strategy and creative development
Thought-leadership storytelling and copywriting
Carousel design and visual identity development
Translating advisor values and insights into audience-focused content
Content planning and ongoing creative support
LinkedIn content strategy and creative development
Thought-leadership storytelling and copywriting
Carousel design and visual identity development
Translating advisor values and insights into audience-focused content
Content planning and ongoing creative support
The Objective: Build a recognizable, professional digital presence that positions these two Harbor Wealth Advisors as approachable, knowledgeable resources for their audiences.
Your expertise deserves to be seen.
I partner with financial advisors and wealth management firms to develop thoughtful, strategic content that builds credibility and strengthens their digital presence.
Interested in working together?
Get in touch to discuss ongoing LinkedIn and Instagram creative support.
Thank you!