Avantax

Avantax
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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

Welcome to the Avantax Family

At Avantax Wealth ManagementSM, we are steadfast in our dedication to serving our clients. We strive to serve you with the utmost integrity and respect, to consistently improve your experience, and to help you address your personal and financial goals.

TODD MACKAY – PRESIDENT

“We are more than a company. We’re a family, and we are dedicated to serving our clients with trust, hard work, and dedication. Your experience is of the utmost importance to us, and together we can help make your dreams, goals, and ambitions a reality.”

 

Founded in 1983 by a CPA

The pioneer for tax-smart financial services, Avantax Wealth Management supports an independent network of tax and non-tax professionals who provide comprehensive financial services to their clients.

Over $76 Billion Assets Under Administration*

Our trusted network of more than 3,750 independent Financial Professionals provides services to more than 350,000 wealth management clients nationwide.

 

 

3,750+ Independent Financial Professionals**

We have a proven track record of supporting and expanding the businesses of thousands of tax and non-tax professionals for the last 30 years.

 

100+ Local Chapters

With over 100 local chapters, we have one of the strongest financial communities in the country.

300+ Experienced Industry Professionals

Our home office team, with an average tenure over 15 years, are the key to the Financial Professional support network provided by Avantax Wealth Management.

150+ Years of Experience

A veteran leadership team dedicated to delivering what matters most to Financial Professionals and their clients, with a combined 150+ years of wealth management experience.

 

 

 

Backed by Blucora

Blucora, Inc. (NASDAQ: BCOR) is a leading provider of technology-enabled financial solutions to consumers, small businesses and tax professionals.

BUILT FOR YOUR BENEFIT

A tax-smart approach to effective financial planning

Our company was founded on the belief that a comprehensive, tax-inclusive approach to an individual’s financial situation would yield healthier financial and investment decisions. We changed the industry by lobbying for tax professionals to have the opportunity to offer financial services to their clients, and we continue to push for beneficial changes within the financial industry. By using tax information to inform investment decisions, Avantax Financial Professionals can find opportunities and vulnerabilities for their clients that help maximize their financial potential.

8 wealth management issues

In the average person’s life, there are 8 common wealth management issues, ranging from retirement planning to investment planning. Avantax Financial Professionals are here to help you make the most of your money while avoiding common financial pitfalls.

INVESTMENT
FAMILY RISK
EDUCATION
BUSINESS
 
CASHFLOW & DEBT
RETIREMENT
ESTATE
SPECIAL SITUATIONS
 

GET ANSWERS

Frequently asked questions from new and existing Avantax Wealth Management clients

Our Financial Professionals offer a range of financial services. Many are licensed to provide services for investment management, cash flow and debt management, family risk management, retirement planning, education/college planning, legacy and estate planning, business planning, and special situations planning.

Subject to appropriate licensing, Avantax Financial Professionals can provide: mutual funds, individual stocks and bonds, professional money management, and insurance products.**

The companies affiliated with Avantax Wealth Management exclusively provide financial products and services (e.g., stocks, bonds mutual funds, annuities), and do not provide or supervise tax or accounting services. Our Financial Professionals may provide tax, accounting, or other services through their independent outside businesses, but these services are separate and apart from Avantax Wealth Management.

It depends on the Financial Professional and the product or service. Financial Professionals typically choose to provide services through one of three commission structures: fees based on assets under management (AUM), one-time fees paid in advance, or an ongoing share of sales. Subject to appropriate licensing, some advisors provide both types of solutions.***

Your Financial Advantage

Still wondering if Avantax Wealth ManagementSM is right for your business? Contact us to find out more.

Join Avantax

*As of September, 2020. https://www.blucora.com/news-releases/news-release-details/blucora-announces-third-quarter-2020-results
**As of December 2020

Not all Avantax Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. For additional information ask your Financial Professional or contact us toll-free at (888) 438-3781.
***For additional information regarding the differences between commission-based and fee-based accounts, please see Avantax’s disclosure, “Understanding Differences between Commission-based and Fee-based Accounts”. Avantax Wealth Management is a wholly owned subsidiary of Blucora, Inc. (NASDAQ: BCOR).