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Provide clarity with tax integrated investment tools

HD Vest empowers tax professionals and independent advisors to expand their business and take clients to the next level of financial health.

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Why it matters

Great for clients, good for business

Diversifying your practice allows you to provide enhanced value to your clients while simultaneously growing your business and increasing profits. It's a no-brainer for tax professionals looking to go the extra mile.

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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. Create tailored plans based on life goals, identify tax-based financial opportunities, and provide unbiased investment solutions.

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01

Goal-based
planning

02

Seamless tax
integration

03

Investment
smarts

Support at every stage

Covering your FINRA securities registrations training, hosting community building events, and providing a robust marketing platform are just a few examples of the business support you can expect from HD Vest.

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Get Results

Here to help your practice grow

HD Vest advisors have a proven history of measurable increases in key performance indicators like client engagement, retention, satisfaction and overall business revenue.

4.6k

Advisors and counting

Our community of dedicated advisors is the largest financial services network in the country.

31%

Average revenue increase

Adding holistic financial services to your practice can increase annual revenue by nearly one third.

2.5x

Increase in client engagement

Increased client engagement fosters strong relationships and further opportunities for growth.

Hard Work Pays Off

Take their word for it

Read Advisor Stories
01

Adrian S.

San Antonio, Texas

"Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla."

02

Amanda M.

Birmingham, Alabama

"Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla."

03

Jacob W.

Colorado Springs, Colorado

"Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla."

Expand your business

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things in HD

Still wondering if HD Vest is right for your business? Check out the FAQ page to find out more.

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