Addition Wealth

Addition Wealth offers unlimited access to personalized financial coaching from experienced, credentialed professionals, including Certified Financial Planners™ (CFPs) and Certified Public Accountants (CPAs). Our coaches serve as fiduciaries, meaning they act in each employee’s best interest. They provide unbiased, product-free guidance, creating a trusted space for employees to ask questions and make confident financial decisions. Whether someone is budgeting, managing debt, saving for a home, evaluating benefits, or planning for retirement, our coaches tailor their support to the employee’s unique goals and financial circumstances.

Sessions are available on demand and as often as needed, ensuring employees feel supported through every life stage and financial milestone. By combining human expertise with intelligent digital tools, Addition Wealth empowers employees to reduce stress, build financial resilience, and take action with clarity—leading to better outcomes for both individuals and the organizations they work for. Addition Wealth's financial advisors have an average rating of 9.5/10 from individuals who have met with them.