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Avantax Wealth Management (Formerly H.D. Vest Financial Services, Inc.)

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Avantax Wealth Management (Formerly H.D. Vest Financial Services, Inc.)

Avantax Wealth Management (formerly H.D. Vest Financial Services, Inc.,) the nation's largest provider of financial services delivered through tax professionals, was founded in 1983 by Herb Vest. H.D. Vest became a wholly owned subsidiary of Wells Fargo & Company in 2001. The company is headquartered in Irving, TX and provides financial planning services, including securities, insurance, money management, and business advice. As of 2007, there were 5,400+ independent H.D. Vest advisors in all 50 states. In 2011, Wells Fargo & Co. sold H.D. Vest to Parthenon Capital Partners.

Although Avantax employs thousands of independent financial representatives, the firm is legally responsible for the advice and recommendations offered by its representatives with regard to compliance with the rules of the securities industry. When a client suffers damages or severe loss as a result of a representative’s wrongful action, or if a financial advisor acts against the interest of a client, the firm can be held legally liable for the results.

Get the Help of Meyer Wilson Today

If you have suffered damages due to the misconduct of an Avantax financial advisor, you may be able to recover your losses with the help of investment fraud lawyers. Meyer Wilson attorneys are experienced in securing the rights of our clients against large investment firms such as H.D. Vest Financial Services. We represent clients all over the world, and conduct arbitration through the Financial Industry Regulatory Authority (FINRA) and the American Arbitration Association (AAA). If you have been wronged by an investment broker, we can make your voice heard.

Columbus Office

614-224-6000
305 W. Nationwide Blvd
Columbus, OH 43215
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New Orleans Office

900 Camp Street 
Suite 337
New Orleans, LA 70130
Los Angeles Office

310-905-8688
2029 Century Park East,
Suite 400N
Los Angeles, CA 90067
Cleveland Office

216-600-1355
4781 Richmond Rd.
Suite 400
Warrensville Heights, OH 44128
Bloomfield Hills Office

248-817-8214
41000 Woodward Ave.,
Suite 350
Bloomfield Hills, MI 48304
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The information contained in this Website is provided for informational purposes only, and should not be construed as legal advice on any subject matter.
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