Avantax, founded in 1983 by a CPA, is a leading financial services firm based in Dallas, Texas. As a pioneer in tax-intelligent investing, Avantax offers a comprehensive range of services including financial planning, wealth management, and retirement planning. With over $92 billion in total client assets managed across all 50 states, Avantax is ranked as one of the Top 10 independent broker-dealer firms in the country.
Avantax takes a holistic approach to financial planning, considering every facet of a client's financial plan through a tax-focused lens. Their team of Avantax Financial Professionals provides expert guidance on investment strategies, business assets, retirement goals, and tax implications to help clients optimize their financial performance and manage their tax burden effectively.
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