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Financial Finesse

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Financial Finesse started something that is changing the country. We are a small company that has been around since 1999 with a giant mission: to provide unbiased financial education to people everywhere. We are pioneers in the financial wellness movement and the leader of in the emerging workplace financial wellness industry. Through our award-winning workplace financial wellness programs we've reached over 2.4 million employees, working with over 600 companies to provide ongoing, holistic financial wellness benefits that have proven to reduce employee financial stress and offer a clear return on investment to employers. Our rapidly growing team has leveraged a great idea and a shared social mission to positively impact the business world, the public dialogue on financial wellness and most importantly, individual employees. Our idea is revolutionary: provide employees with true, objective financial guidance with no ulterior motive. 100% of our overall revenue comes from employee financial education, guidance and coaching that is paid for by the employer. We do not sell any financial products, services, or investment advice to employees. We have no economic interest in the sale of investment products and services. This allows us to take a more holistic, unbiased view of a participant’s financial situation and needs – helping them to maximize their employee benefits and make wise, confident financial decisions. This also allows us to offer employers a true partnership, where we work together to integrate all their employee benefits and develop a customized program that meets their goals.

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