After a successful pilot program, St. Mary’s Bank, the nation’s first credit union, is proud to announce the expansion of our partnership with Penny Finance, a digital financial planning platform designed to make money advice accessible, personalized, and easy to act on. Together, Penny Finance and St. Mary’s Bank will support members’ financial goals across generations—from Gen Z to Baby Boomers.

St. Mary’s Bank has had a consistent and long-lasting commitment to the financial well-being of its members and the community at large. “As a credit union it is our mission to help members achieve their financial goals,” said Tyler White, EVP – Chief Strategy Officer of St. Mary’s Bank. “We are excited and proud to bring the Penny Finance experience and benefit to our members, ensuring financial planning is accessible to all.”

“Our goal has always been to help those without millions of dollars—or even hundreds—gain access to trusted, online financial planning,” said Crissi Cole, Founder & CEO of Penny Finance. “St. Mary’s Bank does more than checking and savings—they’re all about helping members thrive. Together, we can give their community personalized financial guidance.

Whether someone is just starting out, managing student loans, or thinking about retirement, Penny Finance helps members take control of their financial future with confidence. Penny Finance prides itself on a direct and easy to understand approach using no jargon, no judgment, just smart and supportive guidance, that fits people’s lives.

Through the partnership between St. Mary’s Bank and Penny Finance, members get free access to:

• An evolving financial plan tailored to your goals
• Bite-sized money courses that make learning personal
• Scenario-driven calculators to help you plan smarter
• Timely insights and notifications to keep you on track
• All online, bringing the advice to your fingertips

As part of our commitment to financial well-being, St. Mary’s Bank offers free access to Penny Finance to all of our members. For more information about St. Mary’s Bank and the Penny Finance partnership visit https://www.stmarysbank.com/learn/tools---resources/penny-finance.