Your financial future, in great hands

Origin integrates your personal finances with your workplace benefits to bring you closer to your financial goals, hand-in-hand with a real human financial planner.

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Let’s build a plan to reach your financial goals with confidence

Step 1. Tell us about your financial goals

Origin is here to discuss any questions you might have about your finances. Whether it’s to pay off debt, save for your first home, answer questions about stock options, or open an investment account—we’ve got you covered.

Step 3. Track your progress

A partner to your client’s people team—we host customized financial wellness sessions tailoring the topics directly to what’s most relevant to your client’s employees.

Step 2. Get your roadmap and take action

We combine our money management platform with the 1:1 guidance of a Certifed Financial Planner™ to help you build a custom financial strategy that meets your needs.

Step 4. We’ve got you covered

Life happens. Families grow. Markets change. We make planning and navigating your unique financial journey a whole lot easier.


93% of employees want their employers to offer financial planning services.

Employees are stressed about finances and looking to their employer for help. Learn more in Origin’s State of Employee Health and Wealth survey.

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We answer every question with a dollar sign

Origin financial planners help you through a range of financial topics, including:

Creating (and sticking to) budgets
Paying off debt
Purchasing a home
Retirement and 401(k)s
College savings
Establishing savings
Planning for a family
Equity compensation
Tax optimization
Passing along wealth
And more
Learn more about financial planning

Managing your money is easy

Origin has helped thousands of employees organize their finances, pay off debt, build wealth, and put them in the driver’s seat of their financial future.

It starts with the Money Management tool, where you ditch complicated spreadsheets and one-off apps, and instead view your entire financial life from a single dashboard.

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Free and confidential

We know privacy and security go hand-in-hand with financial advice. That’s why Origin has implemented best-in-class encryption, data protection, and operational protocols to ensure your information is safeguarded. We don’t share your personal financial information with your employer, so you can feel safe sharing the private details of your financial life.

Unbiased, conflict-free financial advice

Unlike other products and services, Origin always puts you first. As fiduciaries, Origin financial planners are legally obligated to recommend services that best fit your needs. We don’t make commissions, and we’re not backed by a bank.

“We are always looking for ways to increase engagement, retention, and satisfaction among employees, so it was a no-brainer that we would partner with Origin.”

John Rhodes
Director of People Operations at Proactive MD    
Proaactive MD is a current client of Origin. No cash or non-cash compensation was provided for Proactive MD’s testimonial or endorsement, and as such, there are no material terms of any cash compensation arrangement to disclose. A conflict of interest exists between Proactive MD and Origin because there is an incentive for Origin to provide the client preferential treatment for providing the testimonial.

Learn what Origin can do for you

Helping 150+ top U.S. companies establish financial wellness

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