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

View Entire Series

Taxes & Investments Series

30 years celebrating
our unique difference
View Archives

HD Vest In The News

  • The last 12 months or so have been marked by bouts of hyper volatility that have shaken stocks across the globe. HD Vest's Chad Smith explores being bold in uncertain times.

    Read Full Article

  • Tax Alpha: When - and How - to Make the Best Hire. Picking the right time to augment your team can be tricky, but if you’re methodical about it, you can make the right move.

    Read Full Article


  • Now that the crush of tax season is safely behind us, and many tax professionals have already taken some well-deserved time off, many of them are also now experiencing an uneasy letdown.

    Read Full Article



  • As the Baby Boomers move into retirement, their $50 trillion in assets will move with them -- and they’ll need professional help with the transition, according to Roger Ochs, president and CEO of broker-dealer HD Vest Financial Services.

    Read Full Article




  • The average length of time between a new computer being hooked up to the Internet and its being targeted by hackers is six minutes, experts warn -- so it’s critical to establish a defense in depth against cyber-invasion.

    Read Full Article