Connect with Clients

We believe people deserve the best financial advice they can get to help them live a full and happy life. We also know that in an increasingly noisy world, it’s hard to differentiate yourself and build trust.

We’re Erica + Jordan

The right content, copy, and messaging will help you break through the noise, connect with future clients, and deepen relationships with existing ones.

It can even increase your referrals and help you position yourself as an authority.

Yes, it’s that good.

%

Open Rate

Projects

Articles

Cups of Coffee

Our marketing takes a data-driven approach to share engaging information that converts a prospect into a client.

Meet Your Marketers

Erica Gellerman

Founder/Chief Content Officer

Erica is an experienced marketing professional who began her career in financial services. After working as a CPA for PwC, she earned her MBA from Duke University and transitioned to a career in marketing with P&G. After leaving the world of big business, she’s enjoyed helping solo-practitioners and small businesses craft the right messaging and compelling content that builds the foundation of trust and expertise in their business.

When not working, Erica spends her time exploring the world and running her own personal financial site, The Worth Project, which publishes a weekly curated newsletter about money to a highly engaged audience.

Jordan Fromholz

Founder/Chief Technology Officer

Jordan is an engineer turned marketing professional. He started his career as a professional engineer managing multi-billion dollar projects. He earned his MBA from Duke University and took his analytical brain to dive into marketing data. He helps keep all projects focused on collecting valuable insights to improve connecting with clients and prospects for you.

Outside of work, he’s an outdoor enthusiast who enjoys hiking up every mountain he can see. He also dreams of spending one winter as a ski bum… but that’s for another conversation. 

Our Clients

Fiercly independent RIAs and CPA/PFSs.

Work with Us

Ready to get started? We make it easy.

Explore our service packages to pick one that’s right for you. Or, schedule a call and we’ll help create a project that matches exactly what you need.

Let's Start a Conversation

If you're not ready to book a call but have questions about our services, feel free to email us at erica@theworthproject.co or jordan@theworthproject.co

The Worth Project Consulting

A boutique marketing, copywriting, and content marketing company. We work with independent RIAs and CPA/PFSs to create expertly crafted content to build trust and differentiate. Connecting you with clients.

2019 Gellerholz, LLC

The Worth Project Consulting Email Strategy

5 Steps to a Smart Email Strategy

 

Download our email strategy guide so you can easily implement an email marketing strategy that delivers results.

Head over to your inbox for the download. Thank you!