Exploring Wellby's Financial Wellness Center

At Wellby Financial, we’re passionate about helping people prosper. We know that financial literacy - the ability to save, budget, spend wisely, and invest – is foundational to financial prosperity.

Our Financial Literacy Program equips you and our community with critical information to help when making financial decisions. From building financial capability to preparing for retirement, we’re here to help guide our members through their unique journey. That’s why we’re so excited to announce our partnership with Everfi, a financial education platform, to help bring these informative courses directly to our current and future member base.

"We're here to provide you the right resources and support you on this journey," said Marty Pell, President & CEO of Wellby Financial. "With our new Financial Wellness Center, we look forward to engaging with our members and the community, by providing financial education courses in a digestible manner to help our community grow, build, and thrive as they journey toward financial prosperity."

Our Financial Wellness Center is divided into many different chapters which focus on key areas of financial success. Whether you’re building a strong foundation for your small business or family, looking for new ways to grow your financial nest egg, or preparing for retirement and seeking ways to help others prosper, there is a course or learning section ready for you. These resources can expand your knowledge and provide the confidence you need to take the next steps on your individual path toward prosperity. Our courses include the following chapters:

• Grow
• Build
• Thrive
• Prepare for Retirement
• Investor Education
• Owning a Home
• Growing Your Small Business
• Building Financial Capability
• Building Financial Resilience
• Investing in Your Future
• Small Business Essentials
• Financial Caregiving
• Financial Foundations
• Much more!

We’re excited to bring this new tool to our members and community across Greater Houston and Galveston areas. We’re here to work with you to build and expand your financial capabilities so you can make informed and confident financial decisions at every step of your journey.

Get ready for your next financial step, whether big, small, or in-between, with our new Financial Wellness Center!