With Avantax, it’s all about choice. Join as an independent Financial Professional or refer your business to a tenured professional as an independent RIA. No matter which model you choose, you can provide your clients with comprehensive wealth management and financial planning backed by our powerful technology, tools, and administrative services.
Enjoy the advantages that come from creating your own practice and knowing you’re backed by a wealth of compliance, technology, and business growth solutions.
Benefit from our strategic alliance with Fidelity Clearing & Custody Solutions® and our personalized business growth support, while defining your own practice from the ground up.
Avantax Wealth Management has helped thousands of Tax Professionals just like you to add financial planning services to your practice. From preparing for exams to learning how to develop wealth management strategies with our 8-point Tax-Smart Framework, a network of coaches, dedicated home office staff, and Avantax Financial Professionals will be at your side to guide you on your journey.
Tax data can reveal incredible financial opportunities and vulnerabilities for your clients. All too often, Financial Professionals maintain a singular focus on a client’s wealth and fail to analyze their tax situation before making investment recommendations. We’ve developed patent-pending technology and resources that help you focus on after-tax results.
Our 8-point wealth management framework is a holistic approach to tax-smart planning with a detailed look at the unique areas of personal finance that will help your clients achieve lifelong goals.
We have a diverse range of programs and tools to help our Financial Professionals grow on an individualized level. We know that each tax and non-tax professional in our community has unique strengths and needs, and we work to support them all. From regional training programs, chapter meetings, and conferences, to individual coaching from our Wealth Management Consultants, you’ll have the resources you need to offer holistic advice to your clients.