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About Avantax®

Our Company

Founded by a CPA in 1983, Avantax is a pioneer of the concept of tax-smart investing, financial planning and wealth management. Our trusted network of 3,400 independent advisors nationwide operating with $86.1 billion in total client assets are waiting to help you reach your financial goals.


Meet our exceptional team of leaders.

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Legal & Compliance Policies

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A Holistic Plan for Your Financial Future

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.

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