Read our white paper to see how you can keep more money in your clients' pockets.
Drive toward opportunity with our tax-focused approach.
While other firms may ignore taxes or push them to the back of their planning strategies, Avantax is a pioneer of tax-focused investing. Since 1983, we’ve partnered with financial professionals, CPAs and other tax professionals like you to help clients across the country pursue better after-tax results and grow their business with complete confidence.
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About Avantax
Founded by a CPA 40 years ago, Avantax is a pioneer in tax-intelligent investing. Tax and Financial Professionals partner with us to create new revenue opportunities by providing holistic financial services to their clients – families, individuals, and small businesses.
1. Russell Investments' 2022 Value of an Advisor Survey
Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM and Avantax Planning PartnersSM. Insurance services offered through licensed agents of Avantax Insurance AgencySM, Avantax Insurance ServicesSM, and Avantax Planning Partners.
Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. For additional information ask your Financial Professional or contact us toll-free at (888) 438-3781.