Employee Financial Wellness
Curated financial wellness for your benefits package.
Unbiased
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.
Custom Pricing
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
Paying for
College
Growing Their
Wealth
Maximizing Employee Benefits
Buying or Selling
a Home
Retiring On
Time
Managing Debt
Effectively
Future Family
Planning
We Offer
Financial Education
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.
Investment Management
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.
-
Is Finwell a fiduciary?Yes, Finwell is a fiduciary.
-
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 do require minimum balances for our investment management services.
-
What is a CFP®?A CFP®, or CERTIFIED FINANCIAL PLANNER™, is an advisor that has achieved the gold standard credential of financial planning. If your advisor is a CFP®, that means they have thousands of hours worth of experience, have completed a series of courses about financial planning, passed a rigorous exam, and is legally obligated to act in clients best interest. They also have continuing education requirements and high ethical standards.
Contact us
Schedule a demo here.
Main Office
16030 Ventura Blvd #240
Encino, CA 91436
United States
Other Locations
Nashville, TN
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 membership@finwellbenefits.com 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.