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Avantax Wealth Management®

We work with a nationwide network of Financial Professionals operating as independent contractors. Because we primarily recruit and serve independent Tax Professionals, CPA firms and Financial Professionals who partner with established tax practices, most Avantax Wealth Management Financial Professionals have long-standing tax advisory relationships that anchor their wealth management businesses.
 
Our competitive advantage results in an experienced and stable network of Financial Professionals who are uniquely positioned to provide tailored and comprehensive financial solutions that enable clients to pursue their financial goals. This contrasts with traditional independent broker-dealers and investment advisers who are typically limited to only providing investment advice to clients. In turn, Avantax Financial Professionals have multiple revenue-generating options to diversify their earnings sources.

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What You Do

Whether you are licensed or not, you can elevate your practice to a comprehensive financial services solution offering both tax and financial planning advice including investments, retirement planning, insurance, legacy solutions and more.

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What We Offer

  • A personal Wealth Management Mentor to guide you through our training and licensing program and home office support to help you build, manage and market your practice.
  • Our proprietary Avantax Intelligent Tools technology platform to help you uncover tax savings and wealth management strategies unique to your clients.
  • The Avantax Community of tax-focused Financial Professionals and access to training, conferences and regional Growth through Community meetings with your peers.

The Benefits

  1. One trusted Financial Professional and tax expert for all your clients’ tax and wealth management needs.
  2. Better financial health and more opportunities to optimize wealth.
  3. Deepened client relationships and a new recurring revenue stream.
  4. Equity growth in your practice with an extensive service model.

Registered Representatives would register with Avantax Investment Services℠, whereas Investment Advisor Representatives would register with Avantax Advisory Services℠. Your dedicated Avantax Business Development Consultant is available to assist you in determining the most suitable option for your needs.

Looking to Learn More?

Talk with an Avantax team member at 800.742.7950 today and learn how financial services can add value for your clients and your practice.

Let's Connect
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