financial professional with couple financial professional with couple

About Avantax®

Our Company

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.

Acquiring HD Vest in 2015 and 1st Global in 2019, 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 3,100 Professionals managing over $76.9 billion in assets across all 50 states, we know what it takes to help you flourish.


Meet our exceptional team of leaders.

Learn More

Avantax Planning Partners℠

Enjoy the benefits of aligning your tax professional's advice with your financial advice.

Learn More


Check out recent Avantax news and press releases.

Learn More

Market Updates & Articles

Check out weekly market updates and other blog articles.

Learn More

Social Hub

Check out our latest LinkedIn, Facebook, and Twitter posts. Like and subscribe!

Learn More

Legal & Compliance Policies

Get the answers to all of your Avantax legal questions.

Learn More

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.

Looking to grow your business as part of a supportive community?

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.

I am a:

Tell us your client's financial goals: