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Join the Wealth Management Firm for Tax Professionals

We understand what it means to transfer a thriving wealth management, tax and accounting firm to a new brokerdealer, and we have the onboarding support, technology and tools you need to make the transition one of the best decisions you’ll make this year.

To learn what partnering with the right wealth management firm can do for you and your practice, download Transferring Your Practice — What You Need for a Smooth Transition. The Avantax community is over 4,000 financial professionals strong, and together we’re transforming the lives of clients nationwide by helping them make financial choices with better after-tax outcomes. That’s an Avantax advantage.

3200 Olympus Blvd., Suite 100,
Dallas, TX 75019, 972-870-6000

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 ServicesSM, Avantax Insurance AgencySM, and Avantax Planning Partners. 3200 Olympus Blvd, Suite 100, Dallas, TX 75019, 972-870-6000.