Who is Avantax?
Our tax-focused movement started in 1983 with one CPA who noticed a growing need for clients to receive investment advice that aligned with their tax situations. Referring his tax clients to someone else for financial planning meant his clients were often placed in inappropriate investments or accounts, resulting in adverse tax implications.
Avantax Through the Years
In 2019, HD Vest and 1st Global unified to form Avantax, adding HK Financial Services in 2020 via acquisition. Since then, Avantax has grown to support a network of independent tax and financial professionals providing comprehensive financial services to families, individuals and small businesses. In 2023, we joined Cetera, further strengthening our ability to serve more than 3,000 Financial Professionals and $92 billion in assets under administration* across all 50 states.
*As of December 31, 2023
Adding Value to Your Firm to Amplify Your Impact on Clients
Our affiliated Financial Professionals remain independent—running their own businesses as they see fit—yet not alone in tackling their greatest challenges and opportunities. Our tax-intelligent approach, collaborative community and flexibility to meet your needs can truly be your competitive advantage.
Let Avantax Be Your Competitive Advantage
You've built a successful practice and earned the trust and loyalty of your clients. We're confident Avantax is the right partner for the next chapter of your business grow.
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