Get tax-smart estate planning and leave a lasting legacy.
Answer a few questions and get matched with an Financial Professional that can help.
Answer a few simple questions
Tell us a bit about yourself, including your financial situation and goals.
See your Financial Professional matches
You’ll then get matched with a set of Financial Professionals.
Book appointments
You can use our online tools or concierge service to book an appointment.
Avantax By The Numbers
Our Avantax Financial Professionals have been serving clients for over 30 years with a tax-smart approach that combines an optimized tax strategy and comprehensive investment plan to reduce your taxes and maximize your investment growth potential.
3,691*
Independent Financial Professionals
$84.7B*
Total Client Assets
*as of March 31, 2021
The Avantax Advantage
All Financial Professional matches are:
Properly Registered
with the SEC or their State
Fiduciaries
which means they are legally obligated to only work in your best interest
Customized
to ensure they are a good fit for your unique financial needs
Experienced
our Financial Professionals have broad experience with financial plans and custom investment plans
Our Services
Depending on your situation, our Financial Professionals offer a broad range of services and solutions to help you achieve your goals.
Investments
Invest in savings or manage existing investments and assets
Business Owner Retirement Planning
Prepare for retirement, manage your assets and income while retired.
Succession Planning/ Business Sale
Create a plan for your goals (buying a home, paying for college, etc.)
Employer Sponsored Retirement Plans (401k, 403b)
Manage your business finances, (employee 401k, financing, etc.)
Tax Planning
Invest in savings or manage existing investments and assets
Estate Planning
Prepare for retirement, manage your assets and income while retired.
Our Unique Process
CREATE A COMPREHENSIVE PICTURE
Most professionals look at finances the same way, but Avantax Financial Professionals integrate tax information for a comprehensive picture. It’s this unique approach that allows our Financial Professionals to provide a strategic perspective for their clients. They can peek around corners, find hidden opportunities, and provide maximum clarity.
UNIQUE TAX-FOCUSED LENS
AvantaxSM is a pioneer in tax-smart investing, financial planning, and wealth management. Your Tax and Financial Professionals partner together to provide clients — families, individuals, and small businesses— with a holistic approach all through a uniquely tax-focused lens.
CUSTOMIZED RETIREMENT PLANS
Our Financial Professionals work with individuals and families to create comprehensive retirement savings plans as well as how to drawdown from your retirement assets with a retirement distribution strategy.
For businesses owners, we offer customized employee retirement plans (e.g., 401(k), 403(b)). Our inclusive services help business owners minimize retirement plan administration, reduce fiduciary risk, and provide personalized participant education for a better understanding of the retirement planning process.
LONG-TERM FINANCIAL PLANNING
Our Financial Planning team works with clients to create a long-term roadmap on how to plan for major expenses and financially prepare for important milestones. Our planners will help provide advice on a wide array of concerns from how to plan for college and other education expenses to the best way to position your estate to ensure you maximize your legacy.
Take control of your finances.
Answer a few questions and get matched with an Avantax tax-smart Financial Professionals.
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 Partners℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠, Avantax Insurance Services℠, 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. Avantax® affiliated advisors may only conduct business with residents of the states for which they are properly registered. 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
For additional information ask your Financial Professional or contact us toll-free at (888) 438-3781. Check the background of this firm on FINRA’s BrokerCheck.