Avantax Wealth ManagementSM , our Broker and Registered Investment Advisory firm, was founded on the belief that a comprehensive, tax-smart approach can address the client’s goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes. Since 1983, Avantax has provided financial professionals 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.Ranked as one of the top 15 broker-dealer firms1, there are more than 3,500 Avantax Financial Advisors managing over $45 billion in assets across the nation2.
1. Think Advisor 2019 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.
2. As of June 5, 2019