Affiliation & Licensing
Avantax Planning PartnersSM - More Services, Products and Support for Your Clients
You want to deepen your client relationships while maximizing your clients’ tax efficiency. You also need to run your business the way you want – nobody understands your needs better than Avantax. That’s why you have options when affiliating with us. Our affiliation models were developed to offer busy accounting firms, CPAs, and tax professionals just like yourself with a choice on how you provide wealth management services to your clients. These programs let you retain and deepen your client relationships while growing your business and offering your clients truly holistic financial planning through a tax-focused lens.
Affiliate With Our Registered Investment Adviser
Avantax Planning PartnersSM
Our Registered Investment Adviser (RIA) gives you the opportunity to provide even greater services, products and support to your clients by partnering with qualified Avantax Financial Planning Consultants.
Our support goes beyond a simple hand-off of your client. Your firm’s dedicated, salaried financial planning consultant is focused on client relationships and bringing a consultative approach to wealth management strategies. Therefore, we work with you to implement a strategy to help your clients manage their wealth and minimize their tax liability. Our proven turnkey CPA model provides strategies to grow your business, grow your offerings to your clients and boost client value via a holistic financial plan - all through a uniquely tax-focused lens.
Marketing, communications, trading, financial plans, investment oversight – Avantax Planning Partners Financial Planning Consultants are backed by our full support. You won’t be waiting on the phone all day when you need help.
Strategic Partnership Program
The Strategic Partnership Program was developed to offer busy Avantax tax professionals just like you with another way to provide wealth management services to your clients and still benefit from a percentage of the compensation. This unique program lets you retain and deepen your client relationships by referring business to an Avantax Financial Professional partner for wealth management services while you focus primarily on your tax and accounting practice.
Which Model Is Right for You?
No matter which model you choose, we’ve been helping professionals like you add tax-intelligent financial services to their practices for nearly 40 years. Ready to expand your practice? Why not join the wealth management firm designed for tax professionals? Contact us today to start your Avantax journey and join a community of like-minded professionals.
Contact Us
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.