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Welcome to the Avantax Family
At Avantax Wealth Management, we are steadfast in our dedication to serving our clients. We strive to serve you with the utmost integrity and respect, to consistently improve your experience, and to help you address your personal and financial goals.
Founded in 1983 by a CPA
The pioneer for tax-smart financial services, Avantax Wealth Management supports an independent network of tax and non-tax professionals who provide comprehensive financial services to their clients.
Over $45 Billion Assets Under Administration*
Our trusted network of more than 3,500 independent Financial Professionals provides services to more than 350,000 wealth management clients nationwide.
3,500+ Independent Financial Professionals*
We have a proven track record supporting and expanding the businesses of thousands of tax and non-tax professionals for the last 30 years.
100+ Local Chapters
With over 100 local chapters, we have the strongest financial community in the country.
300+ Experienced Industry Professionals
Our home office team, with an average tenure over 15 years, are the key to the Financial Professional support network provided by Avantax Wealth Management.
150+ Years of Experience
A veteran leadership team dedicated to delivering what matters most to Financial Professionals and their clients, with a combined 150+ years of wealth management experience.
Backed by Blucora
Blucora, Inc. (NASDAQ: BCOR) is a leading provider of technology-enabled financial solutions to consumers, small businesses and tax professionals.
Built for your benefit
A tax-smart approach to effective financial planning
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. By using tax information to inform investment decisions, Avantax Financial Professionals can find opportunities and vulnerabilities for their clients that help maximize their financial potential.
8 wealth management issues
In the average person’s life, there are 8 common wealth management issues, ranging from retirement planning to investment planning. Avantax Financial Professionals are here to help you make the most of your money while avoiding common financial pitfalls.
Cashflow & Debt
Frequently asked questions from new and existing Avantax Wealth Management clients
What services do Avantax Financial Professionals offer?
Our Financial Professionals offer a range of financial services. Many are licensed to provide services for investment management, cash flow and debt management, family risk management, retirement planning, education/college planning, legacy and estate planning, business planning and special situations planning.
What products do Avantax Financial Professionals offer?
Subject to appropriate licensing, Avantax Financial Professionals can provide: mutual funds, individual stocks and bonds, professional money management and insurance products.**
Does Avantax Wealth Management provide tax or accounting services?
The companies affiliated with Avantax Wealth Management exclusively provide financial products and services (e.g., stocks, bonds mutual funds, annuities), and do not provide or supervise tax or accounting services. Our Financial Professionals may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from Avantax Wealth Management.
How do Avantax Financial Professionals get paid?
It depends on the Financial Professional and the product or service. Some Financial Professionals choose to provide investment advisory services that provide for a fee-based on assets under management, while others are paid through up-front and/or ongoing commissions on their sales. Subject to appropriate licensing, some advisors provide both types of solutions.***