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Avantax® Wealth Management
3200 Olympus Blvd. Suite 100
Dallas, TX 75019
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For Your Wealth & Planning
  • Financial Planning
  • Wealth Management
  • Retirement Planning
  • Helpful Articles & Tips
  • Calculators
For Financial Pros, CPAs & Tax Pros
  • Tax Professionals & CPAs
  • Financial Pros
  • What Can Avantax® Do for You?
  • Meet the Regional Team
About Avantax®
  • Leadership
  • Avantax Planning PartnersSM
  • News
  • Market Updates & Articles
  • Social Hub
  • Legal & Compliance Policies
Investor Relations
Careers
Disclosures

Learn more about our firm's background and Financial Professionals on FINRA's BrokerCheck.

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

  • Home
  • For Your Wealth & Planning
    • Let's Get Started
    • Financial Planning
    • Wealth Management
    • Retirement Planning
    • Helpful Articles & Tips
    • Calculators
  • For Financial Pros, CPAs & Tax Pros
    • Overview
    • Tax Professionals & CPAs
    • Financial Pros
    • What Can Avantax® Do for You?
    • Meet the Regional Team
  • About
    • Our Company
    • Leadership
    • Avantax Planning PartnersSM
    • News
    • Market Updates & Articles
    • Social Hub
    • Legal & Compliance Policies
  • Investor Relations
    • Events & Presentations
    • Corporate Governance
    • Financial Information
    • Stock Information
    • Investor FAQs
    • Press Releases
  • Careers