Avantax, founded in 1983 by a CPA, is a pioneering firm in tax intelligent investing, offering holistic financial planning services viewed through a tax-focused lens. With expertise in financial planning, wealth management, and retirement planning, Avantax takes a comprehensive approach to help clients achieve their financial goals.
Ranked as one of the top 10 independent broker-dealer firms managing over $92 billion in client assets nationwide, Avantax emphasizes tax-smart strategies to optimize investment performance and ensure clients' financial well-being. Their team of financial professionals provides personalized guidance and support to address clients' unique needs and goals.
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