Avantax®

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Financial Services with a Tax-Smart Lens

Are you ready to join the thousands of financial professionals like you who have achieved substantial growth when offering financial services through a tax-focused lens? Our independent network of 4,000 diverse, committed professionals, serving 350,000 clients nationwide, with over $67 billion in AUA, is ready to help you succeed.

Want to Learn More?

 

From the day you join to the day you retire, you’ll have the help of coaches, a nationwide network of financial professionals and a home office team dedicated to helping you build your ideal practice — your way. We know your unique perspective makes a difference when it comes to helping clients achieve true wealth.


You can offer tax-smart financial planning strategies that deepen your relationships and help your clients plan a better future. Plus, you’ll benefit from our experience and technology to help incorporate these strategies into your practice.

 

Fill out the form or give us a call at 1.866.980.0135 to start your journey.

Take the next step.

Complete and submit the form below and we’ll schedule a complementary consultation to talk about the best way to add financial planning services to your practice

Testimonials

“Amazing things happen when women join forces. Learning and growing with other leaders at the Women’s Advisor Summit increases our confidence in our ability to help our client’s pursue most cherished goals.  Investing is an important path toward financial security. However, taxes and inflation detract from returns.  Our advisor community at Avantax is uniquely positioned to offer tax-smart investing strategies that help families keep more of what they earn.  Helping families minimize the tax burden on their investment returns creates options that allow future generations to flourish in every area of their lives. I could not dream of a more rewarding career, and I look forward to engaging more women as financial professionals.”

The Avantax Advantage

A pionner in tax-smart financial planning.

Since 1983, more than 4,000 proud financial professionals have joined Avantax to increase their business. We help them provide valuable financial strategies to over 350,000 clients nationwide—families, individuals, and small businesses—all through a precise, tax-focused lens.
*Cerulli Associates, Meridian IQ, Investment Company Institute, Insured Retirement Institute, VARDS, Strategic Insight/SIMFUND, Investment News, Judy Diamond, Department of Labor, PLANSPONSOR, S&P Capital, IQ MMD, Financial Planning, Financial Advisor Magazine, Investment Advisor Magazine and Cerulli Associates in partnership with the Investment Management Consultants Association, WealthManagement.com and the Financial Planning Association® (FPA®)
3200 Olympus Blvd. Suite 100
Dallas, TX 75019
(972) 870-6000

Copyright © 2021. All rights reserved. Avantax WM Holdings℠ is the holding company for the group of companies providing financial services under the Avantax® name. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠ and Avantax Planning PartnersSM.

Fidelity Institutional SM (“Fidelity”) is an independent company, unaffiliated with Avantax®. Fidelity is a service provider to Avantax®. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity  has not been involved with the preparation of the content supplied by Avantax® and does not guarantee, or assume any responsibility for its content. Fidelity is a registered service mark of FMR LLC. Fidelity InstitutionalSM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 950327.1.0