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. They consistently strive to meet your needs and goals; HD Vest is focused on providing every investor with access to financial guidance from a holistic perspective.

At HD Vest, although we do not provide tax advice, we believe all aspects of your financial picture should be given equal emphasis, including the impact of taxes on both short- and long-term financial decisions. That’s the reason we set out to reinvent the way financial services were delivered more than 30 years ago, introducing a comprehensive approach to total wealth management delivered by your most trusted advisor.

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Powering Advisors

HD Vest is the powerful partnership behind each of our Advisors, providing access to the advanced technology, flexible advisory platforms, financial planning and business development solutions that drive Advisor success. Our support for our Advisors and the clients who rely on them is evident in every aspect of our business model:

  • Open-architecture investment platform with no proprietary investment products
  • Dedicated wealth management consultants assigned to every Advisor from day one
  • Specialized support for retirement, estate and insurance planning
  • Industry-leading technology
  • Unparalleled operations support
  • Training, continuing education and professional development programs
  • Marketing and communications support
  • Extended home office hours during tax season

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