Looking to take your practice to the next level? Invest in yourself by joining Avantax. For over 30 years, thousands of Tax and Financial Professionals like you have partnered with the pioneer in Tax-Smart Investing™ to help their clients uncover tax savings and financial planning strategies that build true wealth.
For a limited time, get up to 70% trailing 12-month production when you join Avantax.

Watch this video to learn more about Avantax from our senior leadership.

Take the Next Step

Call us at 1.800.959.8461. Or simply complete the form below, and a member of our business development team will be in touch with you. We’ll also send you our white paper on how offering financial planning services can increase your realization by up to 8 times.


Here to help your business grow.

Avantax Wealth is a pioneer in tax-smart investing and wealth management. 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

Copyright © 2021. 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.

Fidelity Institutional SM (“Fidelity”) is an independent company, unaffiliated with Avantax®. Fidelity is a service provider to Avantax®. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity  has not been involved with the preparation of the content supplied by Avantax® and does not guarantee, or assume any responsibility for its content. Fidelity is a registered service mark of FMR LLC. Fidelity InstitutionalSM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 950327.1.0