See things in HD

Provide unmatched financial clarity with tax-smart investment insights

Most advisors look at finances the same way, but HD Vest Advisors integrate tax information for a comprehensive picture. It’s this unique approach that allows our Advisors to provide a strategic perspective for their clients. They can peek around corners, find hidden opportunities, and provide maximum clarity. They see things in HD.

Why it matters

Great for clients, good for business

Adding tax-smart investment insights and financial services to your practice allows you to provide enhanced value to your clients while simultaneously expanding your business and increasing profits. A holistic approach to financial advice is a no-brainer for tax professionals looking to go the extra mile for their clients.

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A tax-smart approach to holistic financial planning

Build wealth for your clients with HD Vest’s holistic approach to financial planning. As a tax professional, your unique insight into your clients' financial situation allows you to uncover opportunities that other advisors often miss. Create tailored plans based on life goals, tax-based financial opportunities and unbiased investment solutions.

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01

Goals-based
planning

02

Seamless tax
integration

03

Investment
smarts

Support at every stage

HD Vest supports your business in a variety of ways. From covering your FINRA securities registration training to hosting community building events, we’re here to provide you with a robust marketing platform.

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Get results

Here to help your practice grow

Expand your financial services practice as an HD Vest Advisor. Our tools are built to spark a boost in retention, job satisfaction and overall business revenue.

4,000+

Advisors and counting

A dedicated network of elite industry-leading financial services professionals fostering greater financial health for their clients through holistic financial planning.

75%

Increase in satisfaction

75% of HD Vest Advisors report that they feel the added financial services at their practices have had a positive impact on their clients’ overall satisfaction.**

$670,000

Average incremental profit

Adding financial planning services to your practice can generate an average of $1.7 million in incremental revenue over five years, leading to $670,000 of incremental profit.**

HARD WORK PAYS OFF

Take their word for it

01

KYLE B.

OKLAHOMA CITY, OK

"HD Vest is a unique culture in that advisors truly care about each other and they're willing to tell their story to help somebody else. I take a lot of pride in that. "

01

STEVE W.

TULSA, OK

"My biggest clients to this day are the ones that I have done tax returns for years. They developed the confidence in me. They turn to me to help them with their financial planning. I now work on a holistic plan that goes throughout their lifetime, beyond just taxes. Clients like and appreciate that. "

*As of March 1, 2018.
**HD Vest calculation based on data derived from 2017 IPSOS survey.