Why HD Vest for Financial 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.


As a dedicated partner in your success, HD Vest brings exceptional service to you and your clients, combined with a deep understanding of your business. We bring the level of understanding, support and expertise you seek for nurturing and growing all aspects of your tax and financial services practice, and our sole mission is to help our Advisors do right by their clients, so you will never feel the pressure of pushing products and instead focus on delivering the best possible financial advice every time.

Take a look at six reasons, among many others, why you should partner with HD Vest:

  1. Unconditional Platform of Individual support – Unlike other firms, you don’t have to “earn your way up” to this support. For Advisors looking to grow or maintain their practices, HD Vest will be with you every step of the way – ranging from licensing and training to building your practice and advising clients. You are not alone.
  2. A proven system for tax professionals – Our unique approach and tools are designed to help you build a successful financial services practice alongside your tax and accounting work.
  3. A name you can trust – HD Vest has been helping Advisors, CPAs and tax professionals provide financial services to American families for more than 30 years.
  4. Everything you need from one firm – With HD Vest, you can work with a single partner to improve the service you offer clients and provide a wider range of consulting services.
  5. Peer-to-peer training like nowhere else in the industry – We facilitate hundreds of opportunities to hear from tax professionals and Advisors who have made the transition and success stories they share.
  6. Your business, your way – You worked hard to build your practice, and we respect that; we are simply here to support and guide you.

Helping our Advisors serve an ever-growing array of client financial needs is at the heart of the HD Vest Financial Services mission. We are proud to celebrate more than 30 years of helping Advisors and their clients pursue a comprehensive approach to financial well-being.

For more information, contact a Business Development Consultant today at (800) 742-7950.

Become An Advisor