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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 800.959.0694 to start your journey.

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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

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.
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3200 Olympus Blvd. Suite 100
Dallas, TX 75019
(972) 870-6000
Copyright © 2022. 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.