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HD Vest Financial Services Palm Beach Gardens

Who is HD Vest?

Financial Services Reinvented - Serving Advisors Who Serve You

Since its inception in 1983, HD Vest Financial Services® supports an independent network of tax and non-tax professionals who provide comprehensive financial services solutions, including securities, insurance, money management services and banking solutions. Approximately 4,500 independent contractors manage over $35 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states. We are one of the only broker-dealers with a focus on helping accounting professionals establish and grow a financial services practice.  

* As of January 1, 2014


Independence You can Count On

HD Vest Advisors are independent, which allows them to objectively choose the best solutions for individuals based on a wide array of options. But independence isn’t about standing alone. It’s about partnering to harness the resources and support that enable Advisors to take the steps that are right for their clients and their business. That’s why a growing number of Advisors rely on the strength and leadership HD Vest provides to help them serve a broader range of client needs


The HD Vest affiliated companies exclusively provide financial products and services, 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.