The Avantax Advantage Keeps Getting Better

We recently welcomed HK Financial Services, the premier tax-focused RIA firm in the business, to the Avantax family and we couldn’t be happier. With HKFS, we’re expanding the ways we help financial and tax professionals deliver wealth management services to their clients.

What Does That Mean For You?

You’ll still get the same great service from the teams you know and love — now with more options than ever. Tying it all together is our brand-new website,, your hub for tax-smart solutions.

To make your transition easier, we’ve kept the most-used web pages the same, and we’ll continue to make updates at a measured pace to minimize any disruption to you and your clients. Check back regularly for added news and features.

The most noteworthy change to the site is the new organization into three distinct service models: Wealth Management, Financial Planning and Retirement Services.

Wealth Management – Our center for Independent Financial Professionals offering comprehensive wealth management strategies to individuals and families. Access tools, resources and the client portal in one location.

Financial Planning – Partner with an Avantax Financial Professional to add wealth management services to your tax practice. Find out more about our services and have clients access their investment accounts here.

Retirement Services –Tax professionals can help clients offer retirement plans to their employees with this turnkey solution. Go here for access to retirement plan accounts, our services and to learn more about planning for retirement.