Avantax®

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A strong community stands behind you.

Welcome to the Avantax Community

At Avantax Wealth Management®, we are a broad team of professionals steadfast in our dedication to serving clients like you, with the utmost integrity and respect. The goal is to consistently improve your experience, and to help you address your personal and financial goals to help you achieve your dreams. We call this approach the #AvantaxCommunity.

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 Management® is right for your business? Contact us to find out more.

*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).