We are a Hybrid Advisor, Part Digital Advice, Part Live-Financial Advisor.


Our Mission

Our mobile-ready platform has an account aggregation feature that allows the user to organize their entire financial life, a secure electronic vault for document storage, self-help basic financial planning calculators, and the ability to access a certified financial planner for more complicated financial planning needs.

Having all of my financial documents in one place has helped me with my finances. I’m free to access all my financial accounts at any time.
— Diane Etzwiler, Commercial Artist

MyWealthHQ is a digital planning and advice platform – It’s an all-in-one digital financial solution; a powerful combination of the speed and ease of digital financial planning with the years of expertise of our financial advisors.

It's a Financial Headquarters For All Your Needs

Our Process