Avantax is now part of Cetera -
Holistic support for all your ambitions
Offer tax-focused financial services
Add wealth management services
Elevate your business through affiliation
Choose a turnkey program
Add a referral-generating partnership
Offering a tax-intelligent advantage
Dedicated to serving you
Meet the Regional Team
Dedicated to diversity
Discover what's new
Explore insights for financial pros
Feel confident in your financial plan
Providing a distinct advantage
Our tax-intelligent approach
Use our helpful tools
Life at Avantax
This section provides information about previous order execution and routing practices.