Teaming Up for Financial Wellness

Charleston, SC & Brookfield, WI, (Feb. 20, 2018) — According to the American Psychological Association, American workers are constantly worrying about their finances. This stress causes them to lose efficiency costing their employers millions every year. Teaming up with employers to help solve this challenge in the workplace, Questis is proud to announce a strategic alliance with MoneyAdvice@Work(R), a financial wellness platform offering coaching, custom education, and fiduciary advice services to the American worker and their families.

“The world needs more financial coaches and fewer sales people,” said Matthew Vandre, Coordinator, MoneyAdvice@Work(R) App. “And that is what we’re passionate about – financial advice in a ‘no sales’ environment. Questis is a natural partner for us. Combining Questis’ powerful technology with our experienced team of fiduciary advisers, adult educators, and family money coaches, we offer the American worker something revolutionary – a source of truly unbiased financial and investment advice!”

Available only through employers, and on android and iOS devices through Google Play and iTunes, the recently released MoneyAdvice@Work(R) financial wellness app is a revolution in employer-sponsored benefits. This app safely and securely allows employees to connect via text, email, or phone with an advisor who is familiar with their benefits and able to give objective and holistic financial advice. It also empowers the “do-it-yourselfers” to score their financial health, aggregate their accounts, evaluate spending habits, track retirement readiness, and establish a spending plan through the MoneyAdvice@Work(R) Dashboard, powered by Questis.

“We’re very happy to partner with Questis,” said Michael Francis, Founder and CEO, Francis Investment Counsel, the parent company of the MoneyAdvice@Work(R) brand. “We’ve been providing unbiased financial coaching to thousands of employees for well over a decade. But when it came to building an automated platform, rather than reinventing the wheel, it made sense to join forces with Questis and fold their robust capabilities into our new MoneyAdvice@Work(R) application. We’re excited about the potential to amplify our impact on the financial wellbeing of the employees of large employers with a hard to reach workforce.”

“Francis as a partner and Questis service provider is a perfect scenario for us,” said Steve Wilbourne, CEO, Questis. “Their MoneyAdvice@Work(R) program paired with our technology and configurability is simply put, a perfect match. Our companies share a strong vision and passion to change the face of the financial health landscape. At Questis, we are committed to building the best tech, tools, and product to do just that. Organizations like Francis — with their excellent people, powerful, personalized experiences, objectivity, and unwavering passion — bring the change we both seek to life in a very real way. We’re excited about this partnership.”

About Francis Investment Counsel
Francis Investment Counsel is a nationally recognized expert adviser to the employer retirement plan marketplace. The Firm was established in 2004 to provide independent, conflict-free investment consulting, fiduciary training, and financial wellness services to 401(k), 403(b), & defined benefit plan sponsors and their participants. With no products to sell, or retail wealth management business to support, Francis Investment Counsel is a fiduciary you can trust. Francis Investment Counsel has an extensive commitment to developing and delivering custom, award-winning financial education and advice to American workers and their families nationwide. Call 866-232-6457 or go to to learn more.

Media Contact
Anne Loppnow
(866) 232-6457

About Questis

Questis is the only configurable financial wellness platform built for the enterprise. With secure, scalable architecture, fueled by integrated features, Questis, via our service providers, gives financial planners and users alike a clear digital roadmap to reach and surpass their financial goals. Founded by experienced financial advisory professionals, the Questis platform harnesses the power of software to offer the configurability necessary to work within any business model. Now, anyone looking to offer financial wellness as a service to their customers can do so simply, and to their requirements, to inspire real, quantifiable change in financial health and wellness. Learn more at

Media Contact
Nicole Fletcher
(855) 843-5233

American Psychological Association (2017). Stress in America: The State of the Nation. Stress in AmericaTM Survey. Retrieved from URL