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Personal finance is the #1 cause of employee stress.

Support your employees now more than ever. Try the BrightPlan Financial Wellness solution free for 90 days.

Watch The Video

Full rollout in 14 days

Make BrightPlan available to your employees in 4 easy steps:

  • Attend a planning meeting

  • Provide benefits package

  • Provide eligibility file

  • Announce BrightPlan as new benefit

The BrightPlan Financial Wellness Solution


The first digital advisor certified for fiduciary excellence

Not all financial professionals are legally required to work in their clients' best interests. Many sell products; an inherent conflict.

BrightPlan is a Registered Investment Advisor (RIA) and is legally required to act as a fiduciary to clients.

Certification by the Centre for Fiduciary Excellence (CEFEX) verifies that we adhere to the highest standards.