Planning for the Future with the Right Wealth Management Firm

Join the Wealth Management Firm for Tax Professionals

We look forward to sharing what the future could bring for you and your clients!

Whether you’re ready to start the conversation or you simply have more questions, contact us at 1.800.969.8461 and find out how, together, we can help you meet your goals for your practice.

About Avantax

Here to help your business grow.

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

¹Avantax ranks 10th in the IBD category in Cerulli’s Top 25 B/D Networks by Assets Under Management, 2020 – as of December 31, 2021

Copyright ©2022. All rights reserved. Avantax Wealth Management^® is the holding company for the group of companies providing financial services under the Avantax^® name. Securities offered through Avantax Investment Services^SM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services^SM and Avantax Planning Partners^SM. Insurance services offered through licensed agents of Avantax Insurance Agency^SM, Avantax Insurance Services^SM, and Avantax Planning Partners.

Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. For additional information ask your Financial Professional or contact us toll-free at (888) 438-3781.