Your Financial Advantage

Elevate your practice to next level profitability and revenue growth

Many tax professionals who would like to offer wealth management aren’t confident ’t in their ability to navigate the integration process — don't let licensing keep your business from growing.

“Assessing the need to offer wealth management hasn’t been the issue,” a survey respondent said, “We know we need to, but the challenge has been assessing our ability to add those services.”

That’s why Avantax Wealth Management provides educational materials such as:

  • Video lectures
  • Comprehensive study guides
  • Practice exams
  • Weekly review calls
  • Customized study strategies
  • Licensing selection coaching

Avantax Wealth Management focuses on strategies to help you ace your licensing exam the first time — with most tax professionals passing after an average of 20-30 hours of overall studying1

Explore how you can transform your firm from transactional accounting to a year-round financial experience.

Fill out the contact form to download your free whitepaper on how you can add wealth management to your business.


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This firm has a unique culture in that advisors truly care about each other and they're willing to tell their story to help somebody else. I take a lot of pride in that.