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Why CX Wealth Direct?

“We believe ALL Americans should have access to independent and affordable financial advice.”

-David Hefty, Co-Founder & CEO

FACT: Most financial planning services are geared toward the wealthiest 5 percent of our nation, leaving everyone else in the dark.


At CX Wealth Direct, we’re committed to serving YOU.

Everyone – regardless of net worth – needs an affordable way to plan for a secure future. It’s that simple.


We provide sound and affordable financial coaching.

  • Are you saving to buy a home?
  • Are you trying to figure out how you’re going to put kids through college?
  • Are you looking ahead toward retirement?

We can help you build a plan that will equip you for every stage of life. We’re in your corner.


How does CX Wealth Direct work?

We combine advanced technology, innovative tools and the wisdom of financial coaches to deliver financial education.


Financial Wellness@Work

By partnering with your employer, CX Wealth Direct provides personalized direction and guidance that complements the financial offerings available to you through your Human Resources department.

Let’s say your company offers a 401k matching program, but you’re not sure how much you should contribute. While your HR director can provide nuts-and-bolts information about the program itself, our trained coaches can help you figure out an appropriate contribution that is personalized to you and your family’s financial goals.

Or, maybe you’re struggling to find the appropriate balance between paying off debt and saving for a child’s college education. Our coaches can help you create a plan that will help you pursue both goals and ultimately work towards long-term financial success.

Each financial decision you make needs to work in harmony with the next, and we work with you to create a personalized plan that aligns with your long-term goals and priorities. Then, we help you organize that information and make it accessible to you, day or night, on any computer or mobile device.