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 in the classroom, boardroom or any convenient setting where your Waddell & Reed financial advisor can address employees who want to improve their financial well-being.


The financial wellness program can:

  • Help your employees build awareness of their financial situation
  • Provide your employees education for establishing financial goals
  • Empower your employees to change their behavior and achieve their goals through informed choices in the financial planning process.

We offer three primary course options — foundations, accelerator, transitions — or we can customize a course that can meet your employees’ needs.

Financial wellness can potentially:

  • Increase participation in your company retirement plan
  • Decrease turnover
  • Increase productivity
  • Enhance company culture

Above all, financial wellness can pay long-term dividends to your company's health and your employees’ quality of life.

Get your employees financially fit.

For more information about the Waddell & Reed financial wellness program visit our website or contact financialwellness@waddell.com.

Visit Financial Wellness Website

*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 informational and educational purposes only.

The information provided 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 the understanding the issues discussed. Neither Waddell & Reed, Inc., nor its financial advisors associated with Waddell & Reed give tax, legal, or accounting advice. You may want to consult with your accountant or tax advisor to discuss your personal situation.

Past performance is not a guarantee of future results. Investment decisions should always be made based on an investor’s specific financial needs, objectives, goals, time horizon and risk tolerance.

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