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We are steadfast in our dedication to serving our clients

We will always treat you as a member of our HD Vest family. We will continuously work to earn your trust by serving you with the utmost level of integrity and respect. We will strive to constantly improve your experience with HD Vest and the Advisors we support. We will work tirelessly to help you address your personal and financial goals.

BOB OROS - CEO

“We’re more than a company, we’re a family dedicated to serving our clients with trust, hard work and dedication. Your experience is of the utmost importance to us, and together we can help make your dreams, goals and ambitions become reality.”

Our leadership
Our leadership
01

Founded in 1983 by a CPA

HD Vest Financial Services® — the pioneer of tax-smart wealth management services — supports an independent network of tax and non-tax professionals who provide holistic financial services to their clients.

02

Over $44 Billion Assets Under Administration*

Our trusted network of over 4,000 independent Advisors provide services to more than 350,000 wealth management clients nationwide.

03

4,000 Independent Advisors*

We have a proven track record supporting and expanding the businesses of thousands of tax and non-tax professionals for the last 30 years.

04

100+ Local Chapters

With over 100 local chapters, we have the strongest financial community in the country.

05

300+ Experienced Industry Professionals

Our home office team — with extensive experience and knowledge in the financial services industry holding an average tenure of over 15 years — are key to the advisor support network provided by HD Vest.

06

150+ Years of Experience

A veteran leadership team dedicated to delivering what matters to Advisors and their clients, has a combined 150+ years of wealth management experience.

07

Backed by Blucora

Blucora, Inc. (NASDAQ:BCOR) is a leading provider of technology-enabled financial solutions to consumers, small businesses and tax professionals.

Built for your benefit

A tax-smart approach to holistic financial planning

HD Vest was founded on the philosophy that tax-smart investing is crucial to impactful financial planning. Our founder, a CPA, began noticing a growing need for clients to receive financial advice that aligned with their unique tax situations and strategies. He took it upon himself to challenge the status quo and lobbied tirelessly to allow tax professionals to offer financial services. By using tax information to inform investment decisions, HD Vest Advisors are able to uncover hidden pockets of opportunities and vulnerabilities for their clients to help maximize their financial potential.

8 wealth management issues

In the average person’s life, there are 8 common wealth management issues- ranging from retirement planning to investment planning. HD Vest Advisors are here to systematically guide you through each of them to help you make the most of your money while avoiding the most common financial pitfalls.

Investment
Cashflow & Debt
Family Risk
Retirement
Education
Estate
Business
Special Situations
get answers

Frequently asked questions from new and existing HD Vest clients

What services do HD Vest Advisors offer?

HD Vest Advisors can offer you a range of financial services, and many are licensed to provide financial planning that may address many of these 8 Wealth Management Issues®: investment management, cash flow and debt management, family risk management, retirement planning, education/college planning, legacy and estate planning, business planning and special situations planning.

What products do HD Vest Advisors offer?

Subject to appropriate licensing, HD Vest Advisors can provide: mutual funds, individual stocks and bonds, professional money management and insurance products.**

Does HD Vest provide tax or accounting services?

The HD Vest affiliated companies exclusively provide financial products and services (e.g., stocks, bonds mutual funds, annuities), and do not provide or supervise tax or accounting services. Advisors may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from HD Vest.

How do HD Vest Advisors get paid?

It depends on the Advisor and the product or service. Some Advisors choose only to provide investment advisory services that provide for a fee-based on assets under management, while others are paid through up-front and/or ongoing commissions on their sales. Subject to appropriate licensing, some Advisors provide both types of solutions.***

Will I have online access to my account?

HD Vest clients who have brokerage accounts can access them through Access Online (click “Login” at the top of this page) a service provided by our clearing firm. Many mutual funds and insurance companies also provide online access for investments held directly by the product sponsor.

*As of March 1, 2018.
**Not all HD Vest Advisors are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. For additional information ask your Advisor or contact us toll-free at (888) 438-3781.
***For additional information regarding the differences between commission-based and fee-based accounts, please see HD Vest's disclosure, "Understanding Differences between Commission-based and Fee-based Accounts".
HD Vest Financial Services® is a wholly owned subsidiary of Blucora, Inc. (NASDAQ: BCOR).