financial professional with couple financial professional with couple

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.

Leadership

Meet our exceptional team of leaders.

Learn More

News

Check out recent Avantax news and press releases.

Learn More

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.

Prepare for your future with a complimentary, no-obligation financial plan.

Taking steps to further your financial goals is easy. Simply complete the short form below and a professional will connect with you.

I am a:

Tell us your financial goals: