Avantax Wealth Management was founded on the belief that a comprehensive, tax-smart approach can address the client’s goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes. Avantax Wealth Management 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 Wealth ManagementSM is now the largest tax-focused wealth management company, with over 4,500 independent financial professionals entrusted with more than $67 billion in client assets.*