Avantax

Avantax, Inc., based in Texas, is a technology-enabled financial services company specializing in tax-intelligent investment planning and wealth management. The firm offers a comprehensive suite of services, including financial advisory, retirement planning, and tax-smart investing solutions. Avantax serves a diverse clientele, including consumers, small businesses, and tax professionals across the United States.

Avantax distinguishes itself through its holistic approach to financial planning, integrating tax considerations into investment strategies. Founded by a CPA, the firm emphasizes a tax-focused lens in its planning process. Recently acquired by Cetera Holdings, Avantax continues to leverage its expertise in tax-intelligent investing to provide tailored financial solutions. The firm's unique value-add services and experienced team make it a standout in the financial advisory sector.