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™.

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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.

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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.

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Goals-based
planning

02

Seamless tax
integration

03

Investment
smarts

Support at every stage

HD Vest supports your business in a variety of ways. From covering your FINRA securities registration training to hosting community building events, we’re here to provide you with a robust marketing platform.

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Get results

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.

4,000+

Advisors and counting

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

75%

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.**

$670,000

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.**

HARD WORK PAYS OFF

Take their word for it

Read Advisor Stories

01

KYLE B.

OKLAHOMA CITY, OK

"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. "

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STEVE W.

TULSA, OK

"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. "