Successful Financial Professionals know that traditional strategies are no longer enough to help clients build true wealth. That’s why Avantax professionals provide wealth management advice that focuses on after-tax results.
Two flexible business models:
Broker-Dealer or RIA
Avantax offers you a choice of two business models: an independent Financial Professional or referral to a tenured professional at an independent Registered Investment Advisor. Let’s talk about the option that fits with your practice.
With either model, you can provide your clients with comprehensive wealth management and financial planning backed by our powerful technology tools and administrative services.
Team up with Avantax and you gain the powerful support of our knowledgeable Wealth Management Growth Consultants who can help you develop personalized, tax-smart financial strategies that add value to your client relationships. You also benefit from our strategic alliance with Fidelity Institutional SM .
Take the next step
Complete and submit the form below and we’ll send you our How Avantax Supports You playbook, which shows you how we can work together to better serve your clients and grow your business.
The Avantax Advantage
The pioneer in tax-smart investing and wealth management
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.
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
*SOURCE: IPSOS Research, December 2017