Make financial decisions with confidence.

Whether you want to explore financial scenarios and expert content on your own or speak with a financial pro, we are here to support you.

AREAS OF EXPERTISE

We can help with a wide range of financial decisions

Budgeting
and savings
Employee benefits
Paying down debt
Retirement planning
Support with taxes
Buying a home
Saving for education
Equity
compensation
And much more
The experience

Choose how you want to engage

Digital Tools

Explore different scenarios to learn how decisions can lead to various financial outcomes. Everything is based on your unique financial situation, and we then deliver actionable insights.

Financial Professionals

Speak with fully vetted advisors by booking an online virtual meeting. Simply log in and find a time that works for you.

Community Events

Join an Addition session to discuss different financial decisions, from how to think about exercising equity to the home-buying process.

Knowledge Center

Finance can be boring and hard to understand. We take the most complex topics and provide them in user-friendly ways that all employees can understand.

Testimonials

Employees love Addition

"I looked for an advisor in San Francisco, and it would have cost me thousands of dollars to get the answers I just got from Addition."

Engineer

"Nobody teaches you this stuff. Even though I grew up in a wealthy family, this is my first introduction to financial wellness."

Operations Employee

"The type of assistance I got from Addition is unheard of. It is great!!!"

Account Coordinator
Testimonials

Employees love Addition

"Thanks to Addition, I felt like I knew what I needed and was in a good position to buy my first house. [Advisor] is my guy!"

Engineer

Nobody teaches you this stuff. Even though I grew up in a wealthy family, this is my first introduction to financial wellness.

Operations Employee

Nobody teaches you this stuff. Even though I grew up in a wealthy family, this is my first introduction to financial wellness.

Operations Employee

"The type of assistance I got from Addition is unheard of. It is great!!!"

Account Coordinator

"The type of assistance I got from Addition is unheard of. It is great!!!"

Account Coordinator

"Thanks to Addition, I felt like I knew what I needed and was in a good position to buy my first house. [Advisor] is my guy!"

Engineer

*These testimonials are from current clients of Addition Wealth.       

Ready to get started with Addition?