We understand what it means to transfer a thriving wealth management, tax and accounting firm to a new Investment Professional Firm, and we have the onboarding support, technology and tools you need to make the transition one of the best decisions you’ll make this year.
To learn what partnering with the right wealth management firm can do for you and your practice, download Planning for the Future with the Right Wealth Management Firm. The Avantax community is over 4,000 financial professionals strong, and together we’re transforming the lives of clients nationwide by helping them make financial choices with better after-tax outcomes. That’s an Avantax advantage.
Avantax® is a pioneer in tax-smart investing. CPAs and Financial and Tax Professionals partner with us to create new revenue opportunities by providing holistic financial services to their clients – families, individuals, and small businesses – all through a uniquely tax-focused lens.
3200 Olympus Blvd., Suite 100,
Dallas, TX 75019, 972-870-6000