Whether you have been affected by Hurricane Harvey or Hurricane Irma, we want you to know that we will do everything we can to assist you in this time of need.

In the event you are unable to reach your Advisor, please do not hesitate to contact our Advisor Experience Team for assistance at (888) 438-3781.

Empowering Investors

Helping investors obtain the comprehensive financial advice they seek from trusted financial and tax professionals is the heart of the HD Vest mission. From our robust line of financial solutions to the highly ethical financial advisors and tax professionals that partner with us in servicing their clients.

Learn More

Powering Advisors

With more than 30 years of experience servicing independent financial Advisors, CPAs and tax professionals, we have designed a business support model that’s customized to suit your needs. We pride ourselves on having a client-centric focus that helps you optimize your practice, your way.

Why Choose HD Vest?

View All

60 Seconds Smarter Video Series

Milestone

Birthdays

 

There are a few “milestone birthdays” where it’s particularly important that investors and their financial advisors should be in contact.

Bulls Can 

Become Bears

When the stock market is hitting high points, it can be hard to remember that it sometimes hit low points, too.

What is 

Tax Alpha?

Tax Alpha is the value that is added to a client's financial plan by optimizing sound tax strategies.

Million Dollar Questions

A few smart questions can turn a routine tax interview into the start of a deeper, more valuable relationship built around wealth management.

It's Time to
Talk About Risk

There are a few cycles that are currently converging that make this a particularly good moment to talk to your clients about risk.

The Year
End Review

Time is running out for one of the most valuable services you can offer your clients: The Year End Review.

View Entire Series

Taxes & Investments Series

Timely and timeless strategies full of practical information and ideas to build on.

30 years celebrating
our unique difference
View Archives

HD Vest In The News

  • Five little lines that will help you save big on taxes. If you want to save money, dust off your 2016 tax return.

    Read Full Article

     

     

     

     

  • HD Vest Enhances Executive Team with Appointment of James T. Hickey as Chief Investment Strategist.  Mr. Hickey brings more than 23 years of financial services and insurance industry experience to the firm.

    Read Full Article

     

     

     

     

  • Six HD Vest Advisors make Accounting Today’s 2017 Top 150 Firms by AUM List. This annual report ranks the top CPA financial planners by assets under management, and shares their concerns, major issues and success strategies.

    Read Full Article

     

     

     

     

  • HD Vest Appoints David L. Peavler as General Counsel. Mr. Peavler comes to HD Vest from the Securities and Exchange Commission's (SEC) Fort Worth Regional Office.

    Read Full Article

     

     

     

     

  • Blucora Names Fidelity Executive Bob Oros as HD Vest CEO.  Mr. Oros has more than 20 years of sales and operational experience and has served in leadership roles at leading brokerage and investment advisory firms.

    Read Full Article