Avantax, founded in 1983 by a CPA, is a leading financial services firm specializing in tax-intelligent investing. With over $92 billion in client assets managed nationwide, Avantax offers comprehensive financial planning, wealth management, and retirement planning services viewed through a tax-focused lens.
Ranked as one of the Top 10 independent broker-dealer firms, Avantax takes a holistic approach to managing assets, business assets, insurance needs, and retirement goals. Their team of Avantax Financial Professionals ensures investments are strategically allocated to optimize performance while considering tax implications and future financial objectives.
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