About Avantax – Comprehensive financial services empower you and your clients

As a tax professional, your unique insight into clients’ financial situation allows you to uncover opportunities that others often miss. The application of our three-pillar approach puts you in a position to foster greater financial health for your clients, along with creating a valuable increase in the services you provide.

Avantax Support – 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.

Avantax Wealth Management – The Financial Services Firm of Tax Professionals ®

Avantax Wealth Management is pioneering the future of comprehensive wealth management with a unique perspective on investing, a growing network of more than 3,500 independent Financial Professionals, and over 30 years of industry experience. The Financial Services Firm of Tax Professionals ® Broad-based Services Avantax provides include:

  • Advisory Services
  • Estate Planning
  • Insurance Brokerage
  • Annuity Marketing
  • Financial planning for retirement
  • Financial and estate planning service
  • Retirement Planning

Get In Touch

To speak to an Avantax Wealth Management Business Development Consultant, call (800) 742-7950 or you can fill out a quick form here.

Avantax Wealth Management℠ is the holding company for the group of companies providing financial services under the Avantax name. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠ and Avantax Insurance Services℠. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019, 972-870-6000

Although Avantax Wealth Management℠ does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. 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.

Check the background of this firm on FINRA’s BrokerCheck.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.