Financial well-being for all

Test your financial well-being I.Q.

What's so important about financial well-being?

Retirement plan participants are the very definition of hard-working people. They deserve someone in their corner helping them see their hard work pay off. They deserve to be able to save for a successful retirement and live their dreams today.

Saving for many goals without compromising long-term security—this is what financial well-being is all about. And we're here to help your participants create it.

  • Paying off debt
  • Owning a home
  • Putting children through school
  • Having a financial umbrella when the rainy days inevitably come

Bringing support for the entire journey

See how Vanguard does financial well-being

Play time: 1:06 min.
every stage of life

What happens when advice focuses on financial well-being?

We’re bringing a whole new approach to advice, and it’s making a splash. Check out some of our recent awards.

Best Robo-Advisor for Low-Cost Investing 5

nerdwallet

Best Integrated Communications Campaign 6

star awards

2021 Eddy Award 7

The 2021 Pensions and Investments Eddy Awards

Digital Investing, Brand of the Year, 2020 8

EquiTrend The Harris Poll

Morningstar Award for Investing Excellence, Exemplary Stewardship, USA, 2019 9

morningstar

Digital Investing, Most Trusted/Most Loved Brand, 2020 8

EquiTrend The Harris Poll

The future of advice looks different

We've designed a more modern offer with financial well-being support built right in. It’s one integrated experience for many different goals.

Traditional advice includes portfolio management Traditional advice includes portfolio management
21st-century advice includes personalized experience, portfolio management, and financial planning 21st-century advice includes personalized experience, portfolio management, and financial planning

Advice from Vanguard: Innovation built on experience

Take a peek at our decades of advice experience

Play time: 1:42 min.

Learn more about Advice from Vanguard

Take me to 21st-century advice

Ready to bring financial well-being to your employees?

Not a client?

Call for details.

800-523-1036

Clients and consultants

Reach out to your Vanguard representative for more details.

  1. Spending Habits During COVID-19 Survey. Highland, November 2020.
  2. Generational Views on Financial Advice, Investing, and Retirement: A Vanguard Digital Advisor Survey. Vanguard, August 2020.
  3. Bank of America Workplace Benefits Report. CNBC, 2020.
  4. CNBC, 2020.
  5. Vanguard Digital Advisor® received the 2021 top rating for "Best Robo-Advisor for Low-Cost Investing" from among 18 other robo-advisors selected by NerdWallet. NerdWallet evaluated each provider across the following weighted criteria as of November 16, 2020, to determine the winner for low costs: management fees (50%), expense ratios on investments (40%), and account fees (10%). Additional details about NerdWallet's methodology are available on their website https://www.nerdwallet.com/l/awards/investing/methodology/robo-advisor-low-cost-investing/2021 their website. Current fees may vary for Digital Advisor and the other robo-advisors considered. Although Vanguard compensates NerdWallet for marketing services, NerdWallet's opinions and evaluations are independent and unrelated to the selection of Digital Advisor for this award.
  6. 2020 Star Award for Investment Management Education Alliance (IMEA) https://thestarawards.com/2020-star-awards-winners/2020-integrated-campaign/
  7. 2021 Pensions & Investments Eddy Award, second place, special projects category, https://www.pionline.com/specialreports/eddy-awards-2020
  8. Vanguard Personal Advisor Services® is the Digital Investing Brand of the Year, receiving the highest numerical equity score and the highest numerical score relating to "Trust" and "Love" among digital investing brands included in the 2020 Harris Poll EquiTrend® Study, which is based on opinions of 39,100 U.S. consumers age 15 and older surveyed online in January 2020. Your opinion may differ. "Highest Ranked" was determined by a pure ranking of a sample of digital investing brands.
  9. Exemplary Stewardship nominees must have received a "positive" Parent pillar rating from Morningstar's manager-research analysts, which indicates the firm's stewardship practices exceed the industry standard.

Disclaimers

All investing is subject to risk, including the possible loss of the money you invest.

Vanguard Situational Advisor is offered through Vanguard Financial Planning Services. Vanguard Financial planning Services, offered as part of vanguard Personal Advisor Services, are provided by Vanguard Advisers, Inc. (VAI), a registered investment advisor. Eligibility restrictions may apply.

Vanguard Digital Advisor services are provided by Vanguard Advisers, Inc., a federally registered investment advisor. Go to vanguard.com/digital brochure for important details about this service. Vanguard Digital Advisor's financial planning tools provide projections and goal achievement forecasts that are hypothetical in nature. They are provided for educational purposes only and are not guarantees of future results.

Vanguard Personal Advisor Services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited purpose trust company. The services provided to clients who elect to receive ongoing advice will vary based upon the amount of assets in a portfolio. Please review the Vanguard Personal Advisor Services brochure for an overview of the service.

VAI is a subsidiary of Vanguard Group, Inc., and an affiliate of Vanguard Marketing Corporation. Neither VAI nor its affiliates guarantee profits or protection from losses.