When you affiliate with Avantax®, you’ll join a community of like-minded professionals who share your goals for offering clients end-to-end wealth management solutions through a tax-focused lens. From asset accumulation to retirement planning to all of life’s big decisions, we’re helping clients make financial choices with better after-tax outcomes.
Avantax is ranked as one of the Top 10 independent Investment Professional Firms1 and we have helped thousands of licensed Tax Professionals realize their potential. Now it’s your turn! To learn what partnering with Avantax can do for you and your practice, download Planning for the Future with the Right Wealth Management Firm.
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