Avantax was founded on the belief that a comprehensive, tax-intelligent approach can address a client’s goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes. Avantax provides advisors with tools, processes and platforms to accurately and efficiently combine tax-focused decisions and wealth management strategies to help optimize a client’s financial success.
Founded by a CPA in 1983, Avantax is now the largest tax-focused wealth management company, with over 3,000 Financial Professionals entrusted with more than $92 billion in total client assets. As a leader in tax-intelligent planning for over 40 years, we have grown through delivery of superior results for our valued clients. We don’t just focus on investment returns; we consider the tax impact of every decision, helping you keep more of what you earn.
The Avantax Advantage means you get a local partner who understands your unique needs backed by a strong, established financial services firm. We work with you to strategically implement the right services for where you are in life, and for where you want to go
As a trusted partner, we are here to provide objective recommendations so you can make informed decisions. Our services are designed to help you pursue your unique goals and dreams, while also keeping you prepared for anything that may lie ahead.
Not only will you get the personal care of an Avantax Financial Professional, you’ll have the benefit of the Avantax Advantage with powerful proprietary tools that utilize a tax-intelligent approach.