Employee Financial Wellness
Curated financial wellness for your benefits package.
We only give advice that is in your employee's best interest; our advisors are not sales based.
We have been champions for employee financial wellness since 2017! We are known for our expertise in pre through post IPO tech companies and companies in STEAM due to their complexities and need for specialization.
We cater to your employees unique financial situations, no matter what stage in life they are in.
Our solutions and pricing are adaptable and curated to your company’s needs.
Contact us for custom pricing.
Customizable to Fit Your Needs
Our financial wellness services are a-la-carte, allowing you flexibility to customize the services we provide.
Your business is unique. That's why we offer custom quotes, rather than cookie cutter pricing.
Your financial life is complex.
We help you make it simple.
We help your employees navigate the financial topics that they care about.
Saving for a major purchase
Maximizing Employee Benefits
Buying or Selling
Monthly customized educational newsletters
Virtual workshops on topics relevant to your employees
Event-specific virtual workshops (new hires, benefits education, ERG’s, executives, and more)
Financial Planning & Coaching
Your employees can work with a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, JD or licensed advisor to create a custom comprehensive financial plan that is both practical and effective, or get coaching on specific financial topics such as: RSU's, Options, asset allocation, tax illustrations, basic estate planning and life events.
Learn more about our financial planning offering here.
Managing wealth is about more than just “beating the market”. Give your employees access to our Wealth & Investment Management programs to help them align their investments with their financial goals.
Learn more about our approach to investing here.
What is a fiduciary advisor?FAQ What is a fiduciary advisor? A fiduciary advisor is a financial professional who is legally obligated to act in the best interests of their clients. They must prioritize their clients' financial goals and needs above their own interests or those of their company. This means they must provide unbiased advice and recommend products and services that are suitable for their clients' individual situations. Fiduciary advisors are held to a higher standard of care than non-fiduciary advisors, who may have conflicts of interest that could influence their recommendations. At Finwell, we believe in the importance of fiduciary responsibility and always act in our clients' best interests.
Is Finwell a fee-only advisor?Yes! Finwell is fee-only. We do not earn commissions by giving you advice.
Are there minimum balances to work with Finwell?We do not require a minimum balance to work with Finwell in a financial planning capacity. We charge based on the complexity of the work and the amount of hours to complete the work, similar to an attorney or CPA. We do require minimum balances for our investment management services starting in 2023.
What is a CFP®?FAQ: What is a CFP®? A CFP® or Certified Financial Planner is a professional financial advisor who has met the rigorous education, examination, experience, and ethics requirements set by the Certified Financial Planner Board of Standards. CFP® professionals have a holistic understanding of financial planning and can help clients achieve their financial goals through a comprehensive approach that covers investment planning, retirement planning, insurance planning, tax planning, estate planning, and more. At Finwell, we have a team of experienced professionals who can help you make informed decisions about your money and achieve financial well-being.
Schedule a demo here.
16030 Ventura Blvd #240
Encino, CA 91436
Finwell, Inc. is an Investment Adviser registered with the State of California, North Carolina and Tennessee. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. Finwell, Inc. cannot act on any requests to authorize, direct or effect the purchase or sale of any security, wire transfer, or to affect any other transactions verbally or in writing, unless Finwell, Inc. is hired as your investment advisor. Such requests, orders, or other instructions should be sent to and confirmed by your investment management firm. If Finwell is hired to be your investment advisor, please call your representative or email them directly for instructions to complete your request. We are unable to ensure email sent to you from us, or sent from you to us will be received. Please contact us at firstname.lastname@example.org if there is any change in your financial situation, needs, goals or objectives. Additionally, we recommend you compare any account reports from Finwell, Inc. with the account statements from your Custodian, financial advisor or investment management company for accuracy and updated information. Our current disclosure brochure, Form ADV Part 2, is available for your review here. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.