Marrying Taxes & Planning
Avantax Wealth ManagementSM 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.
Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $86.1 billion in client assets.*
*As of March 31, 2022