Employee Turnover a Problem?
We'll create an employee benefits experience that they won't walk away from


Reduce Costs

Improve Benefits

Increase Participation

What Makes NetWellth Different?
Most employee benefits
packages are offered by
salesmen who get paid on
commission, not on whether or
not your employees have the
best packages available to them.
The sad fact is, they’re
incentivized to offer the most
lucrative plan for them NOT the
best plan for you.
We flip the employee benefits model on its head by offering a:

WellthCoach
WellthCoach
(not a salesman)

Interactive Tech Platform
Interactive Tech Platform
to help your employees tie their salary, investments and net worth to their job
we don't get paid to cross-sell you more expensive products/services
We get paid on 3 FACTORS:

Cost Savings

Service Ratings

Participation Levels
ALGORITHM-BASED INVESTMENT ADVICE (ROBO-ADVISOR)
AT A FRACTION OF THE PRICE OF A HUMAN INVESTMENT ADVISOR

Fidelity

Vanguard

Goldman Sachs

BlackRock

Columbia

Calvert

Eaton Vance

American Century

Columbia Threadneedle

Invesco

Archer Funds

Wisdom Tree

Dreyfus

AIG

Federated

TIAA

PIMCO

SPDR

Aberdeen

iShares

AEGIS

Bogle
Financial advice is offered through Mid Atlantic Financial Management Inc., ("MAFM"), dba eFiduciary Advisor (“eFA”), an SEC Registered Investment Adviser. Expand Financial, LLC is not a subsidiary or control affiliate of MAFM/ eFA.
Optimize your 401(k) and healthcare "products"
Todays pre-packaged products are sold with unnecessary and hidden costs that work against the very purpose of your employee benefits. Since we don't receive product sales commissions, you receive true transparency when selecting the best solutions to meet your participants needs


Boost your employees wealth and wellness
From confidential coaching to tracking and improving results, NetWellth helps your employees increase their net worth and feel better, inside and outside of work!
Give your employees a voice
Conventional service lacks clarity, and often times leads to confusion rather than engagement. Empower employees to give feedback in a more meaningful way.

Self-Funded Healthcare Savings





Contact Your Local Wellth Coach



