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.
Fill out the form to download our latest whitepaper, Compelling Tax-Focused Planning Strategies, and learn more about what partnering with Avantax can mean for your clients and your practice.
Founded by a CPA 40 years ago, Avantax® is a pioneer in tax-smart 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
Avantax Wealth Management® is the holding company for the group of companies providing financial services under the Avantax® name. 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.