Support & Operations for Financial Pros
A Community You Belong To
The Avantax community encompasses like-minded, tax-focused professionals committed to each other’s success. We believe in fostering opportunities to collaborate, share experiences, discuss new ideas and best practices, and learn from industry professionals with your peers.
The Service Team You Deserve
At Avantax, you will have direct access to ambassadors and growth consultants to provide personal coaching and practice management support as well as structured mentoring opportunities. Our Investment Solutions Specialists and Advanced Case Design team enable you to comprehensively serve your clients the way they demand within a team-based atmosphere. And our senior leadership team is the most accessible in the industry – just an email or phone call away.
Faster Support From Industry Experts
Whether you are an industry veteran scaling your firm, an experienced professional opening your own business or a recent graduate ready to begin your career, Avantax believes you deserve support that understands your current career point and goals. Our tiered support structure provides you with dedicated points of contact that grows as you do.
As a busy Financial Professional growing your business and taking care of your clients, you don’t have days to wait for a returned phone call or email from support. That’s why over the last two years we’ve continued to invest in and expand our service team while other firms have reduced. You need service that is proactive, accountable and promotes your growth, not hinders it. Our trained and licensed service professionals are ready to get you the right answers faster.
Exceptional Technology and Training
Avantax offers you an industry leading, proprietary Avantax Intelligent Platforms. You have the power to serve your clients with some of the best wealth management software providers in the industry, including eMoney, MoneyGuidePro®, Wealthscape℠ and EnvestnetTM. We provide training for your entire staff – not just one point person – to help you best utilize the technology and make your firm more efficient.
Business Succession and M&A Planning Assistance
Our support goes well beyond the day-to-day – no one is better at helping you through the transformation of your business than Avantax. Whether it’s providing the exponential growth that can come from acquisition, or creating a smooth path into retirement through business succession planning, we provide the expertise and support to help you move forward confidently.
Looking to grow your business as part of a supportive community?
Taking steps to further your client's financial goals is easy. Simply complete the short form below and we will contact you about becoming an Avantax financial professional.