Give your employees the benefit of healthy spending and saving through financial wellness.

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Financial wellness is not about money. It’s about decision making. Your employees can achieve financial wellness — the balance between living responsibly today and planning wisely for tomorrow — through our financial wellness program.

The road to realizing financial wellness starts with having a plan that is customized and specific to the employee’s financial situation. Individual financial planning is the heart of Waddell & Reed’s Financial Wellness program. Additionally, we offer a customizable educational program with a number of sessions and topics to meet the needs of your employees.

Why offer a financial wellness program?

While it may be true that money can’t buy happiness, it can directly impact one’s peace of mind and daily quality of life. Those who feel more secure about their personal financial situation are likely to focus more attention on their day-to-day responsibilities — and take on those tasks with greater confidence and increased enthusiasm. And that’s just one of the primary reasons why employers choose to add a financial wellness program to their employee benefits package.

Financial wellness can potentially:

  • Increase participation in your company retirement plan
  • Decrease turnover
  • Increase productivity
  • Enhance company culture
  • Improve quality of life for your employees

We take your journey seriously and we'll be there every step of the way.

Your journey, goals and plan are our commitment.

Find an Advisor

*This service is considered a component of an employee benefits program, available to companies from local Waddell & Reed financial advisor offices. If you are an employee of an organization that does not currently offer this program, please consult your human resources department to inquire about adding this program to your organization's benefits package.

Waddell & Reed, Inc. offers financial planning services in its capacity as a registered investment adviser. Consult your financial advisor for a breakdown of the fees associated with these services.


This information is provided for educational purposes only and may include references to concepts that have legal, accounting and tax implications. It is not to be construed as legal, accounting or tax advice, and is provided as general information to assist in understanding the issues discussed. It should not be considered investment advice, nor does it constitute a recommendation to take a particular course of action. Waddell & Reed does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial related decisions.

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