The H. Beck Difference


H. Beck, Inc. is unique. Our congenial culture, business sense, and integrity shine through because of who our leaders are and the hands-on experience and strong customer service perspective they bring to HBI. 

We understand that independent Financial Professionals expect their broker-dealer to deliver a high level of personal service and to assist in their growth. Delivering on that expectation is our focus. Our relationship-driven perspective enables us to tailor our award-winning service to your unique business needs.

Friendly and Accessible 

As one of the nation’s top 50 independent broker-dealers by revenue,* HBI is focused on building strong relationships. We're friendly, accessible, and supportive. Our Financial Professionals often say they feel that they're part of a family, never "just a number."

Committed to Service Excellence

Our Financial Professionals are our clients, and service excellence is our number one priority. As an HBI Financial Professional, you’ll have direct access to the senior management team, allowing you to build personal relationships with the individuals who serve you.

The firm is run by executives whose past Financial Professional experience is reflected in their leadership decisions. They have walked in your shoes, and they understand your business needs. That's why H. Beck, Inc. offers the transition assistance, service, products, technology, and compliance support you need – so you can focus on running your business.


H. Beck Highlights

Do you want to know more about the Financial Professional experience at H. Beck? See H. Beck Highlights.

See H. Beck Highlights

* As recognized by several of the industry trade magazines (Financial Planning, InvestmentNews, Financial Advisor) that annually rank firms in the industry by revenue.

“When I was choosing a new broker-dealer in 2010, functionality was the most important thing to me: Which firm had all of the products we used the most of, and was not overly restrictive on the things we did the most? H. Beck is very good. It has a good culture. I didn't realize that was something that even mattered to me until we came to H. Beck. It's one of the reasons we would stay.”

– Reena Oettinger, Old Dominion Investment Corp., Maryland

More Testimonials

© 2022 Grove Point Financial, LLC


2440 Research Boulevard, Suite 500
Rockville, Maryland 20850 

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Investor Disclosures

Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC, Grove Point Investments, LLC & Grove Point Advisors, LLC are subsidiaries of Grove Point Financial, LLC. Grove Point Financial, LLC is a subsidiary of Kestra Holdings. Except for the referenced Grove Point and Kestra companies, other entities referenced on this website are not affiliated with Grove Point Financial, LLC or its subsidiaries.

A wholly owned subsidiary of Kestra Holdings



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