Founded in 1983 by a CPA, Avantax is a leading financial services firm specializing in tax-intelligent investing. With over $92 billion in client assets managed nationwide, Avantax offers comprehensive financial planning, wealth management, and retirement planning services viewed through a tax-focused lens.
Ranked among the Top 10 independent broker-dealer firms, Avantax takes a holistic approach to managing investments, business assets, insurance needs, and retirement goals. Their team of Avantax Financial Professionals ensures that clients' financial plans are tax-efficient and aligned with their long-term objectives.
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