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

  • 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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  • 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.

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  • 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.

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