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.