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    Joseph Holberg

    Founder & CEO, Holberg Financial - Author, Rogue Finances - TEDx Speaker - ex-Google

    Joseph Holberg is the Founder and CEO of Holberg Financial, a financial health and wellness company that helps employees reduce financial stress.1 He is also the founder of Spring, a financial wellness benefit company acquired by Mariner Wealth Advisors in 2023, where he now serves as Managing Director of Financial Wellness.23 Holberg is considered a leading voice and national expert in financial wellness.3

    Background and Education::

    • Holberg experienced financial challenges growing up, which motivated him to start Holberg Financial.14 He recalls not being able to afford his college application fees.1
    • He holds a B.S. in Economics from the University of Michigan.3
    • Before entering the financial wellness space, Holberg was a Computer Science Teaching Fellow at Google and a middle school math teacher with Teach for America.3

    Career and Accomplishments::

    • Holberg Financial/Spring: Holberg founded Spring in 2015, which was later rebranded to Mariner Financial Wellness after being acquired by Mariner Wealth Advisors in 2023.23 His aim was to create a platform to improve employees’ financial education and wellness.2
    • Mariner Wealth Advisors: As Managing Director, Holberg leads the financial wellness efforts at Mariner.3
    • Author and Speaker: Holberg is the author of "Rogue Finances: The "Un-system" Designed to Help You Become Financially Healthy, Successful, and Awesome" and "A Brief Discourse on the Definition and Tenets of Financial Justice".36 He is also a TEDx speaker.35
    • Inverted Ventures: Holberg is a General Partner at Inverted Ventures, which supports early-stage entrepreneurs.3
    • The Economic Club of Chicago: He has been a member of The Economic Club of Chicago since October 2020.3

    Impact::

    • Holberg Financial has reduced employee financial stress by an average of 64%, saving companies approximately $3,200 per employee annually.1
    • Under his leadership, individuals using Holberg Financial have increased their net worth by over $4,000 in less than a year.1

    Highlights

    Jun 2 · fa-mag.com
    Mariner Wealth Advisors Launches Financial Wellness ...
    Interview-Joseph Holberg — Holistic
    Interview-Joseph Holberg — Holistic
    Jan 22 · Go Banking Rates
    How to Get a Loan With Bad Credit - Go Banking Rates

    Related Questions

    What inspired Joseph Holberg to transition from Google to founding Holberg Financial?
    How does Holberg Financial's approach to financial wellness differ from other companies?
    What are some success stories from employees who have used Holberg Financial's services?
    How has the acquisition by Mariner Wealth Advisors impacted Holberg Financial's operations?
    What are the main components of Mariner Financial Wellness?
    Joseph Holberg
    Joseph Holberg, photo 1
    Joseph Holberg, photo 2
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    Location

    Chicago, Illinois, United States