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.
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.
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.
Million Dollar Questions
A few smart questions can turn a routine tax interview into the start of a deeper, more valuable relationship built around wealth management.
It's Time to
Talk About Risk
There are a few cycles that are currently converging that make this a particularly good moment to talk to your clients about risk.
The Year
End Review
Time is running out for one of the most valuable services you can offer your clients: The Year End Review.
Get a Jump on Growth
Got a small tax or accounting practice that you’re looking to grow? Don’t be bound by the traditional playbook.
Recruiting and Retaining Talent
Clients see wealth management as a valuable addition to a tax or accounting practice – and so do prospective and current employees.
Taxes & Investments Series
Timely and timeless strategies full of practical information and ideas to build on.
- Advisor Diversification
*For Investment Professionals - Advisor Diversification
*For Tax Professionals - Buy-Sell Agreements Using Life Insurance
- Capitalize on Market Volatility