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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Taxes & Investments Series

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HD Vest In The News

  • Our Top 5 of the Month Series features HD Vest Investment Strategist James Hickey discussing major events and the potential impact they have on portfolios. 2018 has been an active year, join us for our February 2018 edition.

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  • As you have likely seen in the news, over the last two market days the Dow Jones Industrial Average (DJIA) declined 7% over the last two market days. However, it is important to remember that even after the last two days, the DJIA is up 20% over the last year; a great year by historical standards.

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

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  • 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.

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  • 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.

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