A Wealth of Financial Solutions for Every Employee

Impactful advice and comprehensive guidance, our custom solutions are designed to support employees at all career stages.

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Businesses seeking to attract and retain top talent are increasingly focusing on offering financial guidance as a complement to traditional benefits. We're dedicated to helping you craft and deliver custom solutions that resonate with your team's needs.

93%

of leaders believe employers should offer financial resources that are unbiased and have employees’ best interests in mind

50%

of C-suite executives don’t fully understand their compensation and benefits packages

89%

of leaders believe employees’ financial stress hurts engagement and productivity at their company

Please see sources at the bottom of the page:

View All of Our Workplace Solutions Services

Executive Financial Counseling >

Your compensation and benefits offerings are a talent retention necessity and, arguably, your executives’ largest source of wealth creation. Executive Financial Counseling helps your senior leaders fully realize these benefits and boost your ROI in the process.

Beneficiary Financial Counseling >

When an employee dies, the greatest gift you can give their family is care and support. Our Beneficiary Counseling Services help beneficiaries navigate the financial challenges that arise after the death of a loved one, helping them adjust to their “new normal.”

Executive Financial Counseling for Individuals & Families >

The financial life of an executive is complicated, and coordinating all the elements takes time. We serve as your personal CFO, providing a more efficient and simpler way to manage your growing wealth.

Financial Wellness Coaching >

Your employees’ financial stress can have a cascading effect on absenteeism, morale, and productivity. Our comprehensive financial wellness coaching helps alleviate this stress, enabling employees to focus on their responsibilities at work.

Get the Guide to Financial Planning as a Workplace Benefit

Discover how offering financial planning as a workplace benefit can give your organization a competitive edge in attracting and retaining top talent.

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Curious about learning more? Let's talk.

Discover Customized Financial Solutions for Your Workforce

Tell us about your company's financial landscape at no cost or obligation. We’re here not just to offer solutions, but to listen, learn, and tailor our insights to meet the distinct needs of your workforce. Together, we can build a strategy that resonates with your team and aligns with your organizational goals.

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Eric Purdy

Partner

Discover Customized Financial Solutions for Your Workforce

Tell us about your company's financial landscape at no cost or obligation.

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Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Eric Purdy

Partner

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Thank you for booking a meeting with us!

We look forward to connecting with you soon.

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