Financial Planning Built Around You

Are you considering everything?

Wouldn’t it be great to plan your financial future with all aspects considered? Founded by a CPA in 1983, Avantax is a pioneer in tax-intelligent investing. Our planning process includes a holistic analysis of every facet of your financial plan, viewed through a tax-focused lens. Financial planningwealth management and retirement planning are all integral components to consider when planning your goals with a tax-intelligent approach. Want to learn more about these three areas?

Avantax is ranked as one of the Top 10 independent broker-dealer firms, managing over $92 billion in total client assets across all 50 states.1

1Avantax ranks 10th in the IBD category in Cerulli's Top 25 B/D Networks by Assets Under Management, 2020 – as of December 31, 2023.

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Tax-Smart Is Good. Tax-Intelligent Is Better.

We understand that managing your tax burden is an essential part of managing the overall performance of your assets. Avantax Financial Professionals take a holistic approach to review your investment strategy, business assets, possible business insurance needs, and retirement goals. We help ensure your investments are appropriately allocated, consider future expenses and how they’ll be covered, plus the tax implications of your investment and distribution decisions, including dividends and capital gains/losses.

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Contact Us

Are you an Avantax client with a question?

Your dedicated Avantax Financial Professional should be the first person you speak with. If for some reason they are not reachable, we also offer a backup customer support team that understands your needs and is available to answer questions about your account.

Available Monday through Friday, 8:00 AM – 5:00 PM CST.

CALL US (888) 438-3781

Looking to grow your business as part of a supportive community?

Taking steps to further your client's financial goals is easy. Simply complete the short form below and we will contact you about becoming an Avantax financial professional.

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