Broker Check

Avantax Wealth Management

Avantax Wealth ManagementSM, our Broker and Registered Investment Advisory firm, is the pioneer for tax-smart financial services. They support an independent network of tax and non-tax professionals dedicated to providing comprehensive financial services to their clients. Since 1983, Avantax has provided financial professionals with tools, processes and platforms to accurately and efficiently combine tax-focused decisions and wealth management strategies to help optimize a client’s financial success.

Ranked as one of the top 15 broker-dealer firms1, there are more than 3,500 Avantax Financial Advisors managing over $45 billion in assets across the nation2.

1Think Advisor 2019 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.
2As of June 5, 2019

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