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Build Your Practice with Wealth Management Services

Join the Wealth Management Firm for Tax Professionals

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Avantax is ranked as one of the Top 10 independent Investment Professional Firms1

When you partner with Avantax, you’ll join a community of like-minded professionals who share your goals for helping clients get better financial planning advice. 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.

To learn more about how we can help you retain clients, get more referrals and add an additional revenue stream, download Why you Need Wealth Management.

We are excited to share how, in no time, you can be on your way to offering comprehensive financial guidance to clients.

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.

Take the next step

We look forward to helping you pursue your goals this year and beyond!

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 ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM and Avantax Planning PartnersSM. Insurance services offered through licensed agents of Avantax Insurance AgencySM, Avantax Insurance ServicesSM, 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.