Award-Winning Financial + Retirement Writing
Toole Bertz & Associates delivers compelling, compliant content to companies in the financial and retirement services industries.
Boosting SEO means keeping content fresh and relevant. We can help your company or team develop digital content that aligns with your objectives.
When you’re ready to take a deep dive into a subject, interviewing subject matter experts, researching data points, and pulling it all together, we can help. Writing a white paper and then repurposing the content into articles, blog posts, and other digital content is a smart way to maximize the return on your content investment.
When you have something to share – a big idea, a fresh insight, important news – but you’re not sure you can put it into words, we can help. We’ve ghostwritten bylined articles that have been published in Forbes, Bloomberg, IFEBP Benefits, Plan Sponsor, PlanAdviser, and elsewhere. We’ve also ghostwritten books.
OUR SERVICES
Financial copywriting. We deliver compelling, compliant content on time and on budget.
- Pillar pages
- Blog posts
- Digital articles
- White papers
- Education and training materials
- Market and investment commentaries
- Sales and marketing campaigns
- Corporate communications
- Explainer video scripts
- Market research reports
Ghostwriting and editing. We’ve helped financial and training professionals write and edit books and e-books.
What would you like to know?
Content for financial + retirement services companies
- Retirement plan sponsors, providers, and consultants
- Traditional and alternative asset managers
- Real estate companies
- Advisor coaching firms
- Distribution firms
- Custodians
- Advisory firms
- Family offices
- Broker-dealers
- Banks
What would you like to know?
award-winning communications
Projects we have worked on have received awards from:





Our clients include:
Maximum Impact Partners
Millenium Trust Company
Northwestern Mutual
NorthStar Securities
OTR Global
The Sequoia System
T. Rowe Price
United Capital Financial Partners
WealthVest Marketing
Wells Fargo Advisors
Yipit Data
AIG SunAmerica
Bank of the West
Baseline Partners
Carson Group Coaching
Lincoln Investment Planning
Maximum Impact Partners
Millenium Trust Company
Northwestern Mutual
NorthStar Securities
OTR Global
The Sequoia System
T. Rowe Price
United Capital Financial Partners
WealthVest Marketing
Wells Fargo Advisors
Yipit Data
Here’s what they have to say about our work.
About Toole Bertz & Associates
We write financial and retirement content.
Today, content is a bit like fireworks. Companies light spinners, rockets, and fountains hoping to light up the digital universe. Some fizzle. Others ignite. The content we write does what it’s supposed to do. It reflects our clients’ communication strategies and engages target audiences. We work hard to deliver content that has consequences, making our clients easy to find and important to follow.
About Mary Toole, Founder & President
Mary Toole began her career on the road, wholesaling financial products for Nuveen, MFS, and Govett. A decade and one child later, it was time to unpack her bags. She settled in as Director of Education Communications for Strong Retirement Plan Services where she helped write, deliver, and evaluate an award-winning retirement education program.
After the birth of her second child, time became a precious commodity. Unable to access Hermione Granger’s time-turner, Mary decided to freelance, offering financial copywriting and consulting services. Since 1999, Toole Bertz & Associates has been a trusted partner for financial and retirement plan services companies across the country.
Mary is a voracious reader. She writes poetry, hikes trails, finds calm in yoga, and delights in her family.

Toole Bertz & Associates also hosts The Advisor Content Library.
Find an article you like.
- Buy it.
- Post it on a blog.
- Link it to social media.
- Publish it in a newsletter.
- E-mail it to clients.