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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

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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.

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Recognized by the best

Forbes Wall Street Journal CNN Money Tech Crunch Wealth Management
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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.

© 2024 BrightPlan LLC

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.