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

Over $70 Billion Assets Under Administration*

Our trusted network of over 3,500 independent Financial Professionals provide services to more than 350,000 wealth management clients nationwide.

300+ Experienced Industry Professionals

Our home office team — with extensive experience and knowledge in the financial services industry holding an average tenure of over 15 years — is key to the Financial Professional support network provided by Avantax Wealth Management.

100+ Local Chapters

With over 100 local chapters, we have the strongest financial community in the country.

3,500+ Independent Financial Professionals*

We have a proven track record of supporting and expanding the businesses of thousands of tax and non-tax professionals for the last 30 years.

30+ Insurance and Annuity Selling Agreements

Our unique approach is rooted in comprehensive financial analysis. We are here to help you support your clients’ needs.

Backed by Blucora

Blucora, Inc. (NASDAQ: BCOR) is a leading provider of technology-enabled financial solutions to consumers, small businesses, and tax professionals.

Providing a new perspective for tax professionals and their clients

Our company was founded on the belief that a comprehensive, tax-inclusive approach to an individual’s financial situation would yield healthier financial and investment decisions.

We changed the industry by lobbying for tax professionals to have the opportunity to offer financial services to their clients, and we continue to push for beneficial changes within the financial industry.

Ranked as one of the Top 15 broker-dealer firms**, our commitment to our Financial Professionals is rooted in creating a foundation where they can provide ethical and effective investment and financial services to more Americans than ever before.

WHO WE ARE

A reliable partner

Avantax Wealth Management has supported an independent network of tax and non-tax professionals since 1983. We continue to work to provide cutting edge tools to enable our Financial Professionals to successfully expand their business and help create financial well-being for their clients.

WHAT WE DO

Empower growth

We are dedicated to helping you successfully grow your business and offer holistic financial services to your clients. We provide financial tools, unmatched support, a strong community base and marketing assistance for our Financial Professionals throughout their journey.

HOW WE DO IT

We invest in our Financial Professionals

Your success is our success. Our focus is on delivering you the absolute best support, guiding you through training, offering access to our fully-integrated technology, and providing forward thinking industry solutions. Our Financial Professionals are our greatest asset.

WORKING WITH US

Join the community

Avantax Investment Services is more than a broker-dealer firm - it's a family. Our network has grown into a tight-knit community, committed to seeing the success of its members. Through our Connect Conference and Chapter Meetings, our members continue to develop their practices together.

LEADERSHIP

Unmatched experience, genuine enthusiasm

Our leadership team is dedicated to delivering what matters to our Financial Professionals and their clients. We remain committed to a culture built on independence, integrity, professionalism and support for the entire Avantax Wealth Management family.

Todd Mackay

PRESIDENT OF WEALTH MANAGEMENT

Dave Bellando

VP, SOFTWARE DEVELOPMENT

Nate Biddick

VP, WEALTH MANAGEMENT GROWTH

Casey Griffin

VP, COMPLIANCE

Dan Kocher

VP, SERVICE EXCELLENCE

Sara Osterhaus

VP, HUMAN RESOURCES

Tim Stewart, CFP®

VP, BUSINESS DEVELOPMENT

Wendy W. Walton, Esq.

VP, GENERAL COUNSEL

Andy Watts, CFP®

VP, INVESTMENT SOLUTIONS

A team unlike any other

Avantax Wealth Management is driven by a passion to make people’s lives better, and our team is here to make a difference. We strive to create a balanced and friendly work environment where careers can flourish. Join our team of motivated individuals eager to make an impact.

BUSINESS STRATEGY
COMPLIANCE
FINANCE & ADMIN
HUMAN RESOURCES
INFORMATION TECH (IT)
LEGAL
MARKETING
NATIONAL SALES
OPERATIONS
TRAINING & EVENTS

EXPAND YOUR BUSINESS

Your Financial Advantage

*As of March 1, 2018.
**ThinkAdvisor 2019 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.
Avantax Wealth Management is a wholly owned subsidiary of Blucora, Inc. (NASDAQ: BCOR).