Tax-Intelligent Investment Planning 
The Home for Tax-Intelligent Financial Professionals.
When you partner with us, you are part of an industry-leading team. More importantly, we become an extension of your team.
In the past, I felt alone, but it’s been the opposite of that from the first time I met with Avantax. They had a roomful of specialists there, not to mention executives who gave me their numbers and encouraged me to call them – that’s never happened anywhere else.
Alliance Wealth Strategies, LLC
Transitioning to a new broker/dealer is stressful, and in other places service levels that were promised turned out to be subpar. We didn’t experience any of that with Avantax. We trusted our gut, went with Avantax, and it’s been all green lights from the beginning.
S&P Financial
I was amazed at how quickly people responded to us giving us the correct information the first time we reached out. It’s really been a good experience with the onboarding team. I’ve been very pleased and I’m excited about the future with Avantax because the service has been awesome.
Noble Oak Financial
Tax-Smart is Good.
Avantax Intelligent is Better.
Tax-intelligent financial planning has been part of our DNA since we were founded by a CPA more than 40 years ago. Avantax Financial Professionals have access to tax-intelligent tools & processes that differentiate you in the marketplace.
The Avantax AdvantageLearn More About the Segment that Best Describes You.
A leader in Tax-Intelligent Financial Planning
Your clients deserve financial planning services prioritizing tax efficiency, and Avantax is at the forefront of helping you deliver them.
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Affiliation Models to Fit Your Needs
With Avantax you're not just a number. We're confident we are the right partner for the next chapter of your business growth. Our team is here to connect, support and encourage you to grow.
Expand Your ImpactOur Advisor-First Approach
Don't just take our word for it. Listen to what our advisors have to say.
"Throughout the process, I was impressed with everyone we met from Avantax. They were all incredibly prepared and took the time to answer all our questions. Avantax's transition team is the best I've seen in my 25 years in this business."
Frank Calise
Founder and CEO
CFR Capital Group
"We are in growth mode, and I was looking for a partner who would give us the potential to grow faster by helping us offer even better client service. That's exactly what Avantax delivers."
Bruce Primeau CPA, CFP®, PFS
Founder
Summit Wealth Advocates
"I am not surprised Avantax is an industry leader in women advisors. I moved my practice to Avantax because I knew that the professionalism evident in the Avantax culture would translate into real benefits for my clients, my staff, and me."
Anna Luke, CFP®
President & CEO
Comprehensive Financial Services
