I am a freelance financial copywriter and CFA Charterholder in good standing. After a 10+ year career in retail finance, I have pivoted to creating original content for financial firms and advisors, allowing them to focus on what really matters to them while engaging their clients.
Work Samples
The Best Fit
My ideal client is a high performing portfolio manager, investment advisor, financial planner, or senior vice president running their own book of business. While they need to create content for their clients on a weekly, monthly, or quarterly basis, they struggle to find the time to sit and write what they need to. After 10 years in the same industry, I partner with advisors of all types to help them get their message out and keep client relationships at a high level.
Awards & Accomplishments
CFA CharterholderMatt is awesome! His work was fantastic and the turnaround was lightning fast. This is definitely an area of expertise for him so I was never concerned with the quality of the content he produced. I am looking forward to continuing to work with him.Lauren B. Leading AI Fintech Firm
Matthew has consistently provided our twice-monthly newsletter over the last year, and has always come with fresh ideas and consistency. We will continue to work with him on multiple projects and have found his professionalism and quality of the highest quality. Thank you again Matthew!Travis F. Senior Vice President, Canadian Wealth Management Firm
Matthew has consistently provided excellent work in the last year working with him and has truly been enjoyable to work with. I would recommend him for your financial copywriting needs without hesitation, as he meets all deadlines, is amenable to requests and changes, and simply gets the job done well. Our team will continue to work with Matthew on our weekly newsletter long-term, and potentially other writing projects as well. Thanks again!Calvin W. Financial Planning Startup Firm
