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HDQ Wealth is a holistic financial services firm. We partner with individuals and businesses to create lasting financial strategies to navigate through the ever-changing landscape of life and growth. We believe in understanding the complex needs of each client while maintaining the disciplines to achieve and protect generational wealth.
We are a boutique firm and pride ourselves on our privacy, creativity and diligently building our "family" with individuals who share similar values and ethics.
Our priority lies in assisting in the "Great Wealth Transfer" alongside leveraging solutions in the public and private markets to provide options free of bias, with the agility to satisfy each unique client. We do this by helping professionals, companies and entrepreneurs transition with ease and allow their legacy to live on through future generations. Whether you are first generation wealth or fifth, we treat each client with complete originality.
Although HDQ Wealth is based in Kansas City, our reach is nationwide.
Harrison is the Founder & CEO of HDQ Wealth. He drives the direction and growth of the firm, while working directly with clients to help create and adhere to custom financial needs.
Harrison is a third generation Kansas Citian and Entreprenuer, he takes pride in his hometown where the firm is currently based. He received a bachelor’s degree from the Business School at the University of Kansas where he majored in Finance & International Business. He attended Duke University and achieved his Executive Certificate in Financial Planning. He has attained the designation CERTIFIED FINANCIAL PLANNER™.
His past experiences of living and working in different cities has given him a strong perspective of how business works in unique environments and countries. Harrison's work history in starting companies, private equity, real estate and hospitality has groomed him to be relateable to many of his financial planning clients on a professional level.
Being one of the younger firms in the industry, HDQ Wealth has a powerful competitive edge... TIME. We plan to service our clients well through their retirement and assist the next generation while making important financial decisions.
"Good is the enemy of Great"
- Jim Collins
Arnav is from Overland Park, KS where he attended High School and his family still resides. He now lives and works in Downtown Kansas City where HDQ Wealth has their office in the Crossroads.
He assists the firm with evaluating and analyzing investment opportunities, financial modeling and portfolio construction for our valued clients. With a keen eye for detail and a passion for financial markets, Arnav conducts in-depth research to identify potential investment options that align perfectly with each client's unique financial goals and risk tolerance.
Arnav's dedication to staying informed and delivering exceptional service enables our clients to make informed decisions, achieve financial growth, and secure a stable future. Collaborating closely with our financial advisors, Arnav provides comprehensive reports and presentations to explain investment strategies, empowering our clients to navigate the complexities of the financial world with confidence.
Justin grew up on Hilton Head Island, South Carolina, and has recently settled down in Miami, Florida. He graduated from the University of South Carolina in 2023.
Justin is passionate about helping young athletes plan for their financial future, a frequently overlooked step for those devoting their lives to perfecting their athletic abilities.
He joined HDQ Wealth in 2024 because of their holistic approach to financial planning and opportunities to service clients through HDQ’s strategic business partners. Outside of work, Justin enjoys working out and cooking. He is also an avid outdoorsman and has visited 46 US National Parks.
Alexis Johnson holds a special place at HDQ Wealth, being the firm's first employee and an integral part of its growth. Born and raised in the Kansas City area, her local roots have contributed to the seamless development of our company.
Beyond her role, Alexis cherishes her time as a dedicated mother of three and the spouse of a police officer. This balancing act showcases her unwavering commitment and resilience, qualities that have been instrumental in shaping the success of HDQ Wealth.
From the inception of our firm, Alexis's dedication, professionalism, and organizational skills have played a pivotal role in driving us forward. Her inviting and warm demeanor has created an environment where both clients and colleagues feel at home. We her loyalty and remarkable contributions, position the firm for a future marked by continued collaboration and growth.
Financial Advisor Intern
Connor is a dedicated finance major from the University of Kansas. Born in Chicago and raised in Kansas City, he brings a unique perspective to our team. Connor's passion for financial literacy and investment strategies caught our attention during the interview process. As he enters his senior year, he's also pursuing a Jack Lockton certificate in insurance and risk management. Outside of work, Connor enjoys golfing, lake outings, and spending time on his fitness.
Financial Services Professional
William hails from Cedar Rapids, Iowa, and has recently made Kansas City his home. Currently attending Rockhurst University, he's set to graduate in the spring of 2025. William's decision to join HDQ Wealth was influenced by the company's youthful energy and positive culture. He's eager to learn about client attraction and connection processes. When he's not at the office, you'll find William working out, playing golf, or watching an NBA game. Fun fact: His favorite TV shows are Brooklyn 99 and The Office.
Nick is both a licensed attorney at Jenkins Legal, LLC and the owner of an independent RIA Comprehensive Wealth Planing, LLC. He has extensive experience in estate planning, business planning, financial planning, retirement planning, wealth management, insurance, annuities, family law, and litigation. He is driven by his passion to be a trusted advisor to business professionals, individuals, and families, helping them build their wealth, protect what they’ve built, enjoy what they’ve earned, and leave the legacy they choose for their heirs and community. Nick believes a client’s strategy should be clear, concise, and easy to implement and understand.
Prior to becoming an attorney, Nick was a U.S. Army Infantry Officer. Nick is a combat veteran of the Iraq war, where he received a bronze star. After continuously serving in the Army (Active Duty and National Guard) since 1999, Nick retired in 2021 with twenty-two years of honorable service. While serving in the Kansas National Guard, Nick also served as a Kansas State Trooper from 2007-2011. Nick's integrity, attention to detail, and commitment to excellence served him well both in the Army and as a State Trooper; he now focuses those attributes on serving his clients.
Jeremy Mercado, a Kansas City native, brings over 6 years of insurance expertise to our financial firm. As an independent agent, he partners with a specialized property and casualty insurance agency. Jeremy’s commitment to excellence is evident through his strong relationships with the best carriers nationwide.
With a comprehensive understanding of personal and business lines of insurance, Jeremy ensures tailored coverage for his clients. His fully licensed status underscores his dedication to professional growth and staying abreast of industry trends. Whether safeguarding personal assets or supporting businesses, Jeremy’s strategic insights make him an invaluable partner.
Jeremy studied finance at Avila University and has also worked in mortgages, further enriching his financial acumen.
We are currently looking to grow our team with like-minded people.
Let us know if you think you would be a good fit and addition to our Firm.
HDQ Wealth LLC "HDQW" is a state registered investment advisor and provides asset management and related investment advisory services for clients nationally. HDQW will file and maintain all applicable registrations as required by the state securities regulators and/or the U.S. Securities and Exchange Commission (“SEC”), as applicable. HDQW renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. The material contained herein has been prepared from sources and data we believe to be reliable, but we make no guarantee as to its accuracy or completeness. The material is published solely for informational purposes and is not an offer to buy or sell or solicitation of an offer to buy or sell any security or investment product. This material is not to be construed as providing investment advice in any jurisdiction where such offers or solicitation would be illegal. This material is not to be construed as specific investment advice or recommendations for you, which can only be provided after a careful evaluation of your circumstances, investment objectives, risk tolerance, and other factors relevant to your investment needs. You should be aware that investments can fluctuate in price, value and/or income, and your investments may lose value. Investments or investment services mentioned may not be suitable for you, and if you have any doubts, you should seek advice from your investment advisor representative. Past performance is not a guarantee of future results. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law. Clients should seek the advice of an accountant or Certified Public Accountant (CPA).
While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.
HDQ Wealth LLC will provide all prospective clients with a copy of our current Brochure and Brochure Supplement prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis.
If you have any questions regarding Compliance and Regulatory information, please email info@hdqwealth.com
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