Financial wellness for everyone

BrightPlan's financial wellness solution is built to lead both employers and employees to financial success.

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The first financial wellness solution certified for fiduciary excellence^*

Digital Platform

Financial Advisors

Impact of Total Financial Wellness

Greater
Productivity
Attract and
retain top
talent
Increased
adoption of
benefits
Improved
engagement
Best place
to work

Recognized by the best

BrightPlan LLC is an SEC-registered investment adviser that only offers digital investment advice to US residents. Financial advisors are from Plancorp LLC, an affiliated SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. Please see the BrightPlan and Plancorp ADVs for additional important information. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. BrightPlan is a trademark of BrightPlan LLC, registered in the U.S. Patent and Trademark Office. Board of Directors are of Prumentum Group, Inc., the parent of BrightPlan LLC.

*BrightPlan is the first digital registered investment advisor certified by the Centre for Fiduciary Excellence.

This material has been prepared for informational purposes only and should not be used as investment, tax, legal or accounting advice. All investing involves risk. Past performance is no guarantee of future results. Diversification does not ensure a profit or guarantee against a loss. You should consult your own investment, tax, legal and accounting advisors. BrightPlan LLC is an SEC-registered investment adviser that only offers digital investment advice. Plancorp LLC is an affiliated SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. BrightPlan is a trademark of BrightPlan LLC, Plancorp is a registered trademark of Plancorp LLC, both registered in the U.S. Patent and Trademark Office. Please see BrightPlan's and Plancorp's ADV Brochures for more important information. By using this website, you accept our Terms of Use and Privacy Policy.