Avantax, founded in 1983 by a CPA, is a leading financial services firm specializing in tax-intelligent investing. With a holistic approach to financial planning, wealth management, and retirement planning, Avantax offers a comprehensive analysis of clients' financial goals through a tax-focused lens.
Ranked as one of the Top 10 independent broker-dealer firms, Avantax manages over $92 billion in client assets nationwide. Their team of Avantax Financial Professionals takes a tax-intelligent approach to help clients optimize their investment strategies, business assets, and retirement goals.
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