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Building better lives through exceptional tax and wealth planning

Our Partner

HD Vest Investment ServicesSM

Our licensed advisors are affiliated with an independent broker/dealer continuously focused on our support and success. Since its inception in 1983, HD Vest Investment ServicesSM has supported 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 more than $38 billion in assets for some 1.8 million individuals, families, and small businesses in all 50 states*. HD Vest is one of the only broker-dealers with a focus on helping accounting professionals establish and grow financial services practices. 

*As of January 1, 2015

We invite you to call Carey & Hanna for a personalized, no-cost, no-obligation consultation.