About Avantax
Avantax was founded on the belief that a comprehensive, tax-intelligent approach can address a client’s goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes. Avantax provides advisors 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.
Founded by a CPA in 1983, Avantax is now the largest tax-focused wealth
management company, with over 3,000 Financial Professionals entrusted with more
than $92 billion in total client assets. As a leader in tax-intelligent planning for over 40
years, we have grown through delivery of superior results for our valued clients. We
don’t just focus on investment returns; we consider the tax impact of every decision,
helping you keep more of what you earn.
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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.