Avantax

        • 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

Steadfast support helps ensure success for our community

We are committed to championing our Financial Professionals and growing our community. Whether it’s organizing chapter meetings and training events, providing back-office support and practice management resources, or helping you market your business – Avantax Wealth Management has your back.

COMMUNITY

Cultivating a thriving group of Financial Professionals

Lifelong professional relationships are forged through Avantax Wealth Management conferences and chapter meetings. The strength of this intellectual community is invaluable to the success of our Financial Professionals.

NETWORK

Building a winning team of top-tier Financial Professionals

We are dedicated to cultivating an elite network of industry leading professionals. We pride ourselves on the quality of our Financial Professionals and their continued impact on the industry through thought leadership.

FAMILY

Establishing a sense of family between our Financial Professionals

At Avantax Wealth Management, our Financial Professionals are family. Our conferences and chapter meetings provide quality face time and foster an unbelievably close-knit, supportive community.

This firm has a unique culture in that Financial Professionals truly care about each other and they're willing to tell their story to help somebody else. I take a lot of pride in that.

KYLE B. - OKLAHOMA CITY, OK

TRAINING AND EVENTS

Chapter meetings, training events and conferences

More than 30 years of experience has taught us that the best way to grow your practice is by learning from your peers. We offer roughly 750 different training events each year where you can learn from some of our most successful Financial Professionals. Through our tailored programs, you are able to sharpen your skills and experience one of the top networking programs in the industry.

WEALTH MANAGEMENT SUPPORT

We’re dedicated to helping grow your practice

BACK-OFFICE SUPPORT

Specialized support when you need it

We recognize that providing you with superior service enables you to do the same for your clients. Our Financial Professionals have access to knowledgeable consultants with a wide range of experience. When we say we’re here to support you, we mean it – no strings attached.

CLIENT SITUATIONS

RETIREMENT REVIEWS

TECHNICAL SUPPORT

FINANCIAL PLANNING

CASE ANALYSIS

PORTFOLIO REVIEWS

PRODUCT SUPPORT

COMPLIANCE SUPPORT

BUSINESS PLANNING

INSURANCE ANALYSIS

 

Our support doesn’t stop at the end of the recruiting process. We have specialized teams of wealth management consultants to help you grow your practice and educate you along the way. Each consultant is insurance-licensed and a general securities representative. In addition, most consultants have completed or are pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.

RETIREMENT PLANNING

ESTATE PLANNING

INSURANCE

ADVISORY SERVICES

OPERATIONAL SUPPORT

PRACTICE MANAGEMENT

Helping you grow and manage your business

Mentor program

This complimentary program has helped many Financial Professionals build their knowledge and take their practice to the next level by providing personalized training in goal setting, case analysis and sales presentation skills.

MENTORSHIP
PLANNING

Continuation and succession

Avantax Wealth Management provides insight and coaching in the areas of career enhancements, preparing key employees for leadership roles, identifying and growing your successor and preparing your business for unexpected or emergency situations.

 
ACQUISITIONS

Acquisitions and sales

Our experienced Practice Management specialists can assist you in acquiring another practice, adding affiliate Financial Professionals, and more. We also help you discover ways to protect and build business equity and help you find a buyer when you’re ready to retire or exit the business.

PROTECTION

Support and insurance

Through your affiliation with Avantax Wealth Management, you can obtain coverage for both your tax and financial services practices. We provide some of the most competitive Errors & Omissions coverage in the industry through National Marine and Fire Insurance, a Berkshire Hathaway company and one of the leading providers of E&O insurance to Financial Professionals.

 
COACHING

Personalized coaching and consulting

We partner with you individually to ensure that you have all the tools and knowledge necessary to do what you set out to do — grow your client base and bottom line through the successful application of holistic financial services.

MARKETING

Retain clients, attract business

Avantax Wealth Management offers the ability to create a marketing experience you can easily engage with and manage on an ongoing basis, including:

  • Websites
  • Social media platforms
  • Online marketing materials
  • Branding and identity

We are your strategic marketing partner generating the local awareness your business deserves.

Your Financial Advantage

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