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