Smart is good.
Tax-smart is better.

With Avantax, you can offer your clients tax-smart investing strategies that deepen your relationships and elevate your value.

Smart is good. Tax-smart is better.

With Avantax, you can offer your clients tax-smart investing strategies that deepen your
relationships and elevate your value.

THE AVANTAX ADVANTAGE

Show your clients how tax-smart they can be

Financial Professionals, Tax Professionals & CPAs

You’ve just discovered the exciting next chapter for your practice. With more business opportunities. Potentially higher revenue. Greater profitability. That’s what happens when you team up with the pioneer in tax-smart wealth management since 1983: Avantax Wealth ManagementSM .

Our strategic alliance with Fidelity InstitutionalSM

Working with Fidelity gives us access to a vast universe of comprehensive investment products, from fee-based solutions to retirement products and wealth management programs. As a privately-owned company, they invest heavily in innovation and technology for the long term instead of focusing on short-term investor-driven returns. Over 30 years of experience, $2.1T AUA and 7.1 million accounts means they have the financial expertise, strength and scale to deliver the best services to you and your clients.

Take the next step

Complete and submit the form below and we’ll send you more information about affiliating with Avantax.

ABOUT AVANTAX

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