Why work with BestVest?

The answer is simple: Success

Our Mission

Support experienced financial professionals to become more successful in creating wealth for their clients.

BestVest Investments’ affiliations with various financial institutions and clearing agents provides us with best-in-class wealth management technology and tools to service your clients. BestVest Investments is offering the experienced professional the opportunity to personally prosper and positively affect people’s lives.

We work with a large array of financial products to meet your clients’ needs and objectives. BestVest Investments offers an opportunity to be in control of your career and your life while helping others work toward their financial goals and lifelong dreams. Take your business to the next level with a resourceful partner that will help you realize your full potential.

About the Opportunity

Our business model is designed to give experienced financial professionals the resources they need to provide the best to their clients. Find out how we can help you achieve greater personal and professional rewards. BestVest Investments offers opportunities through a Broker/Dealer relationship or Investment Advisory relationship.

Compensation and Benefits

We offer a competitive compensation package that pays for performance throughout your career, which includes commissions, bonuses, and 401(k) contributions.

Support and Development

The difference at BestVest is our dedicated administrative support, best-in-class wealth management technology, as well as top-notched custodial and clearance services. We also have client focused approach to your compliance needs with the flexibility to guide you in an entrepreneurial environment.

Our Approach

For over 30 years, we’ve served the needs of long-term individual investors. With a focus on exceptional personal service, our business model reflects our cultural heritage and is valued by financial professionals who want more independence and support.

Building your Business at BestVest

You have the option to work in our main office or in your own office. Whatever direction you choose, you will choose your clients, commission schedule and work schedule. We’ve found that autonomy and an entrepreneurial environment leads to increased earnings and satisfaction.

Investment Philosophy

We believe in a client focused investment philosophy driven by our solutions- based approach. We know that it’s time in the market, not timing the market, that helps our clients reach their financial goals. That philosophy drives client success and yours.

Transitioning Your Practice

You control your transition – but with all the support you need. You decide the best time to transition your practice, and once you’re ready, we provide a dedicated transition team to help it go smoothly.