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-intelligent 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 3,000 Professionals managing over $92 billion in total client assets* across all 50 states, we know what it takes to help you flourish.
*As of December 31, 2023