Avantax

Avantax
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        • Our Company

        • Learn about our culture and how our 30 year history has forged a new way for CPAs and Financial Professionals to work with Avantax

        • Legal

        • Legal forms, regulations, policies and the Avantax Disclosure Catalog

        • Leadership

        • Information on the benefits Avantax, and options in ways we serve CPAs and Financial Professionals

        • News

        • News and insights from industy professionals and thought leaders on the Avantax team

        • Join Us

        • Information on the benefits of the Avantax model, and what it can do for CPAs and Financial Professionals

        • About

        • Pioneering the future of comprehensive wealth management with a unique perspective on Tax-Smart Investing.

        • Philosophy

        • Our approach empowers Financial Professionals and their clients to make decisions based on holistic strategies

        • Support

        • Information on the Avantax steadfast support that absolutely ensures success for our entire community

        • For Clients

        • How the Avantax Wealth Management team will stand behind your Financial Profesional to help you address your personal and financial goals

        • Contact

        • Contact Avantax Wealth Management for support or more information

        • About

        • Learn how Avantax Planning Partners (formerly HKFS) provides services, products and support to CPAs and clients

        • Services

        • We focus on clients’ long-term financial goals and use our GPS (Guidance Planning Strategies) program to layout the plan

        • Asset Management

        • Avantax Planning Partners provide an independent, objective approach to asset management with your needs at the forefront

        • Contact

        • Contact Avantax Planning Partners (formerly HKFS) for support or more information

        • About

        • Learn how Avantax Retirement Plan Services (formerly HKFS Retirement) creates custom quality retirement plans and services supported by a tax-smart strategy

        • For Employees

        • Find out more about how our services can help bring peace of mind, knowing your retirement needs are being met

        • For Plan Sponsors

        • We offer a turnkey retirement plan solution designed to meet our client’s specific goals

        • Contact

        • Contact Avantax Planning Partners (formerly HKFS Retirement) for more information on creating and understanding a custom retirement plan

Get in touch

Avantax Wealth ManagementSM is here to answer your questions and create effective solutions for you and your business. Call a member of our support team or fill out the contact form below to learn more.

Purpose



A Business Development Specialist will contact you within 24 hours. For immediate assistance, give us a call at (800) 742-7950 — Become a Financial Professional!

Financial Professionals



What's the best way to figure out if Avantax Wealth Management is right for you? Talk to one of our Financial Professionals. Fill out the contact form below and a member of our team will reach out to you.

Find a Financial Professional


We appreciate your feedback, and look forward to answering your questions. For immediate assistance, give us a call at (888) 438-3781.

Comments or Questions?


Fill out the information below for a no-obligation consultation to start your journey to a thriving financial services practice. Or, call (800) 742-7950 now.

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Address & Hours

3200 Olympus Blvd. Suite 100
Dallas, TX 75019

Open Mon-Fri:
8:00 AM – 5:00 PM CST

Avantax Business Development Team
(800) 742-7950

Interested in speaking with a member of our business development team about joining Avantax?

Avantax Financial Professional Service
Option 2
(866) 218-8206

If you are a Financial Services Professional, and already affiliated with Avantax, please contact the above number for support. 

Avantax Client Customer Service
(888) 438-3781

If you are a client of an Avantax Financial Professional, please contact the above customer service number.