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Steadfast support helps ensure success for our community

We are committed to championing our Financial Professionals and growing our community. Whether it's organizing chapter meetings and training events, providing back-office support and practice management resources, or helping you market your business – Avantax Wealth Management has your back.


Chapter meetings

Join one of our nationwide chapters and become part of the Avantax family.


Cultivating a thriving group of Financial Professionals

Lifelong professional relationships are forged through Avantax Wealth Management conferences and chapter meetings. The strength of this intellectual community is invaluable to the success of our Financial Professionals.


Building a winning team of top-tier Financial Professionals

We are dedicated to cultivating an elite network of industry leading professionals. We pride ourselves on the quality of our Financial Professionals and their continued impact on the industry through thought leadership.


Establishing a sense of family between our Financial Professionals

At Avantax Wealth Management, our Financial Professionals are family. Our conferences and chapter meetings provide quality face time and foster an unbelievably close-knit, supportive community.

This firm has a unique culture in that Financial Professionals 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.

Training and Events

Chapter meetings, training events and conferences

More than 30 years of experience has taught us that the best way to grow your practice is by learning from your peers. We offer roughly 750 different training events each year where you can learn from some of our most successful Financial Professionals. Through our tailored programs, you are able to sharpen your skills and experience one of the top networking programs in the industry.

Wealth Management Support

We’re dedicated to helping grow your practice

Our support doesn’t stop at the end of the recruiting process. We have specialized teams of wealth management consultants to help you grow your practice and educate you along the way. Each consultant is insurance-licensed and a general securities representative. In addition, most consultants have completed or are pursuing the Certified Financial Planner™ (CFP®) certification.

Client Situations
Portfolio Reviews
Retirement Reviews
Product Support
Technical Support
Compliance Support
Financial Planning
Business PLanning
Case Analysis
Insurance Analysis
Back-office Support

Specialized support when you need it

We recognize that providing you with superior service enables you to do the same for your clients. Our Financial Professionals have access to knowledgeable consultants with a wide range of experience. When we say we’re here to support you, we mean it – no strings attached.

Retirement Planning
Estate planning
Advisory Services
Operational Support
Practice management

Helping you grow and manage your business


Mentor program

This complimentary program has helped countless Financial Professionals build their knowledge and take their practice to the next level by providing personalized training in goal setting, case analysis and sales presentation skills.


Continuation and succession

Avantax Wealth Management provides insight and coaching in the areas of career enhancements, preparing key employees for leadership roles, identifying and growing your successor and preparing your business for unexpected or emergency situations.


Acquisitions and sales

Our experienced Practice Management specialists can assist you in acquiring another practice, adding affiliate Financial Professionals, and more. We also help you discover ways to protect and build business equity and help you find a buyer when you’re ready to retire or exit the business.


Support and insurance

Through your affiliation with Avantax Wealth Management, you can obtain coverage for both your tax and financial services practices. We provide some of the most competitive Errors & Omissions coverage in the industry through National Marine and Fire Insurance, a Berkshire Hathaway company and one of the leading providers of E&O insurance to Registered Representatives.


Personalized coaching and consulting

We partner with you individually to ensure that you have all the tools and knowledge necessary to do what you set out to do — grow your client base and bottom line through the successful application of holistic financial services.


Retain clients, attract business

Avantax Wealth Management offers the ability to create a marketing experience you can easily engage with and manage on an ongoing basis, including:

  • Websites
  • Social media platforms
  • Online marketing materials
  • Branding and identity

We are your strategic marketing partner generating the local awareness your business deserves.