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.
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.
60 Seconds Smarter Video Series
What is Tax Alpha?
Tax Alpha is the value that is added to a client's financial plan by optimizing sound tax strategies.
Leveraging the Tax Return
Tax season can be a great time to discuss financial planning, because a tax return offers a lot of clues to financial well-being.
Timing Your Exit
Learn the top three questions that prospective retirees need to consider in order to make their time after retirement that much better.
Estate Planning with 529 Plans
Balancing conflicting goals and needs is rarely more evident than when it comes to planning for your children's college expenses.
Small Business Retirement Plans
We’re going to dive into how you can choose tax - savvy retirement plans for your small business.