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Financial Pros

Affiliation

Avantax Wealth Management℠ and Avantax Planning Partners℠ - Choose your way to grow

From the way you run your business to your current size and plans for growth, we understand one size does not fit all. That’s why you have options when affiliating with Avantax. No matter how you choose to partner with us, you will receive the same level of training and support across the board.

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Expertise & Products

Staying competitive while focusing on your clients is a balancing act. You need a partner that provides the expertise and products to give you that leg up while providing truly holistic financial planning through a tax-smart lens.

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Financial Planning

Comprehensive financial planning services for your clients

Every financial decision your client makes is a tax decision. Your clients don’t come to you to simply handle their tax paperwork. They come to you to help them to protect and grow their wealth.

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Support & Operations

The Avantax community encompasses like-minded, tax-focused professionals committed to each other’s success. We believe in fostering opportunities to collaborate, share experiences, discuss new ideas and best practices, and learn from industry professionals with your peers.

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SigniFi Advisor Group

Your dedicated marketing team

Financial Professionals growing their business often need the additional strength of a dedicated marketing team. For an additional fee, the SigniFi Advisor Group will provide a dedicated Marketing Director to help your business get your messaging just right.

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Join the Avantax Team of Financial Professionals

Taking steps to further your client's financial goals is easy. Simply complete the short form below and we will contact you about becoming an Avantax financial professional.

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