Our 30-year history of working with CPAs and tax professionals who decided to reinvent their practices by adding financial services to their client offering has resulted in a one-of-kind business model built around the services, training and support needed to be successful in your new endeavor. In support of HD Vest Advisors in 2014, we evolved a big idea into a firm strategy called “Reinventing Growth Strategies.” This plan and approach has been transformational in providing all our Advisors with the concept and proven value of bringing a repeatable client experience to life and allowing them to grow more efficiently.
Watch our Tax Alpha Video Series, which highlights the added value that a tax-savvy advisor can bring to a client’s financial plan through sound tax strategies and tax planning. In the simplest form, it’s an advisor protecting their client from paying more tax than they need to.
Download “Why HD Vest?” Whitepaper
HD Vest Financial Services® is the holding company for the group of companies providing financial services under the HD Vest name.
Securities offered through HD Vest Investment ServicesSM, Member SIPC
Advisory Services offered through HD Vest Advisory ServicesSM
6333 N. State Highway 161, Fourth Floor, Irving, TX 75038 | (972) 870-6000
HD Vest Financial Services and its affiliates (collectively, “HD Vest, Inc.”) do not provide legal, tax or accounting services. You should consult your tax and legal professional regarding the tax and estate planning implications of any investments.