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 advisors 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 advisors often say they feel that they're part of a family, never "just a number."
Committed to Service Excellence
Our advisors are our clients, and service excellence is our number one priority. As an HBI advisor, 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 advisory 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.
Stability and Recognition
We are proud to have been named Investment Advisor magazine's Broker-Dealer of the Year (Division III) twice in the past decade. This recognition, resulting from surveys of our advisors, speaks volumes about both our success and their success.
We have many advisors who have been with us since our earliest days, and our family is steadily growing.
This is a wonderful time to be a part of HBI.
* As recognized by several of the industry trade magazines (Financial Planning, InvestmentNews, Financial Advisor) that annually rank firms in the industry by revenue.