The WealthPlan LLC, a New York-based independent financial planning firm led by David Warshaw, CFP®, has engaged Layup to build on its growing reputation and amplify its voice as one of the most distinctive financial advisors in the market.
Layup’s work will center on scaling David’s thought leadership platform — helping translate his deep expertise and one-of-a-kind Four Seasons Approach to Financial Planning into content and positioning that reaches more of the clients who need it most. The engagement is designed to strengthen The WealthPlan’s brand presence and build a pipeline that matches the caliber of the firm itself.
“David has already done a lot of the hard work,” says Hunter Johnston, co-founder and chief growth officer at Layup. “He’s got a clear philosophy, a loyal client base, and a genuine point of view that sets him apart. Our job is to take what he’s built and make sure the right people see it. Thought leadership only creates growth when it reaches the right audience, and that’s exactly what we’re building together.”
Founded in 2011 after years at Ameriprise Financial, The WealthPlan has grown under David’s leadership into a trusted boutique advisory that works with clients on a fully personalized basis. David holds the CFP®, Chartered Financial Consultant, and Chartered Life Underwriter designations, and brings more than two decades of experience to every client relationship. His Four Seasons Approach — a quarterly planning framework spanning retirement and cash flow, tax planning, estate planning, and investment reviews — gives clients a structured, year-round partnership rather than a once-a-year check-in.
Layup’s strategy will focus on amplifying that differentiated positioning, building content that speaks directly to high-intent individuals looking for a financial advisor who brings both credentials and a genuine personal stake in their success.
Wondering how Layup can do the same for you? Contact us today.