Our tax-focused movement started in 1983 with one CPA who noticed a growing need for clients to receive investment advice that aligned with their tax situations. Referring his tax clients to someone else for financial planning meant his clients were often placed in inappropriate investments or accounts, resulting in adverse tax implications.
Our tax-smart roots reinvented how financial services could be delivered to clients, bringing practice growth, client satisfaction, and technology to Financial Professionals everywhere.
Since then, Avantax has grown to support a network of independent tax and non-tax professionals who provide comprehensive financial services to families, individuals, and small businesses. With more than 3,300 Professionals managing over $72.6 billion in assets across all 50 states, we know what it takes to help you flourish.
Your Avantax support team is an independent network of both tax and non-tax professionals who provide comprehensive financial services to people like you — families, individuals and small businesses—through a uniquely tax-focused lens. In 2019, Avantax Inc., a leading provider of technology-enabled financial solutions, unified its two wealth management divisions — HD Vest and 1st Global — to form Avantax Wealth Management. Together, we offer you truly holistic financial services by taking every aspect of your financial life into account.
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.