Avantax®

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Wealth Management Strategies

Show Your Clients How Tax-Smart They Can Be

With Avantax®, Financial Professionals like you can offer tax-smart financial strategies that deepen your client relationships… and create new ones.
Team up with Avantax and you’ll gain the powerful support of our knowledgeable Wealth Management Growth Consultants who can help you develop personalized solutions that add value to your client relationships. You’ll also benefit from our strategic alliance with Fidelity Clearing & Custody Solutions®.

Flexibility In Affiliation

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.

Independent Financial Professional

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.

Registered Investment Advisor

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.

Expand Your Tax Practice with Wealth Management Services

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.

Provide Financial Clarity with our Tax-Smart Investing Platform

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.

1040 AnalyzerTM

1040 Analyzer is a unique mining tool created by Avantax. Using 1040 Analyzer, Financial Professionals can seamlessly integrate clients’ tax data (using their form 1040) and reveal an individualized set of financial opportunities.

Tax-Smart InvestingTM (TSI) software

Our proprietary technology is designed to uncover potential tax savings and wealth management strategies for you — all in a fraction of the time it would take manually. The TSI technology helps our firm maintain a critical tax focus on your financial planning strategies and investment decisions.

8-Point Investment Framework

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.

Get The Support You Need To Grow Your Business

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.