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.

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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.

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HD Vest In The News

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  • Tax Alpha: Your Prime Prospects. Having a window into the financial lives of your tax clients gives you the opportunity to identify needs that you can address in your capacity as a financial advisor.

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  • Recommendations for tax professionals and financial advisors outlined by HD Vest's Chad Smith in this month's FA News.

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  • Professional advisors need to be more protective — of both their practices and their clients, according to HD Vest president and CEO Roger Ochs.

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  • HD Vest's Chad Smith discusses the old adage, "It's not what you make, it's what you keep" and how if reflects a fundamental truth that continues to drive the worlds of investment management and tax advice closer together.

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