Wouldn’t it be great to plan your financial future with all aspects considered? Founded by a CPA in 1983, Avantax is a pioneer in tax-intelligent investing. Our planning process includes a holistic analysis of every facet of your financial plan, viewed through a tax-focused lens. Financial planning, wealth management and retirement planning are all integral components to consider when planning your goals with a tax-intelligent approach. Want to learn more about these three areas?
1Avantax ranks 10th in the IBD category in Cerulli's Top 25 B/D Networks by Assets Under Management, 2020 – as of December 31, 2023.
We understand that managing your tax burden is an essential part of managing the overall performance of your assets. Avantax Financial Professionals take a holistic approach to review your investment strategy, business assets, possible business insurance needs, and retirement goals. We help ensure your investments are appropriately allocated, consider future expenses and how they’ll be covered, plus the tax implications of your investment and distribution decisions, including dividends and capital gains/losses.
Your dedicated Avantax Financial Professional should be the first person you speak with. If for some reason they are not reachable, we also offer a backup customer support team that understands your needs and is available to answer questions about your account.
Available Monday through Friday, 8:00 AM – 5:00 PM CST.CALL US (888) 438-3781
Taking steps to further your client's financial goals is easy. Simply complete the short form below and we will contact you about becoming an Avantax financial professional.