We know you’re probably head down in tax season. But when you finally come up for air, think about this: an exciting new business opportunity for you and your practice. For over thirty years we have been helping clients uncover tax savings and financial planning strategies to build true wealth. You’ll be adding value to your client relationships — which means greater loyalty and retention.
Join Avantax and start offering end-to-end, tax-focused financial services to better serve, satisfy and retain your clients, gain referrals, and grow your revenue. You’ll enjoy:
- A complimentary consultation to determine the best business model for you: broker-dealer or referral to a tenured pro at an Independent Registered Investment Advisor (RIA)
- A personalized transition team to make your onboarding seamless
- A dedicated planning team and back-office support to help you grow your business
- Powerful technology tools like our Tax-Smart Investing™ (TSI) platform, which helps uncover tax savings and wealth management strategies for your clients
- Access to 4,100 proud, passionate financial professionals, who can help you develop partnerships and M&A and other revenue opportunities* As of December 2020.
- A nationwide network serving 350,000 clients, with over $67 billion in AUA* As of December 2020.
- Benefit from our strategic alliance with Fidelity InstitutionalSM
* Additional profit and revenue figures derived from an internal analysis performance using data from IPSOS Research, December 2017. Results are based on assumptions in revenues, profits, renewal rates and tax return/year from IPSOS, and our assumed valuation multiples for tax and financial services. Figures are for a five-year time period. Results are based on assumptions that will vary, and your results will be more or less than those in our analysis.* As of December 2020.
Take the next step
Complete and submit the form below and we’ll send you our Why You Need Wealth Management playbook, which shows you how we can work together to better serve your clients and grow your business.
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