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The Power of Partnership

Avantax Wealth Management has the support and proven professional systems needed to give you the competitive edge in providing comprehensive wealth management services. Learn more »

Experience
Experience

An independent partner helping CPA firms grow from success to significance for over 25 years.
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Platforms
Platforms

An expansive, fee-based platform built specifically for our CPA wealth management partners.
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CPA Community
CPA Community

A nationwide community of high-achieving CPAs supporting each other’s success.
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Service
Service

We take special pride in providing excellent service and support to our firms.
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What Do Investors Really Want?


Believe it or not, there’s an easy way to find out what clients want from their CPAs: talk to them.
We surveyed emerging affluent and affluent investors to find out what they look for in financial advice providers, as well as what is most important to them in those interactions.

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Avantax News

Avantax news and announcements, media resources, the financial industry, the economy: if it’s in the news, you’ll find it here.

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Ryan George Discusses Advisor Technology with Industry Leaders

Ryan George recently joined a group of technology vendors, broker-dealers and others to discuss an array of technology challenges facing today’s advisors. Read more »

Matt Zokai Quoted in Forbes.com Article

Senior advisor of retirement services Matt Zokai was quoted in the Forbes.com article “The Advantages and Disadvantages of Hiring A 3(38) 401(k) Retirement Plan Adviser”. Read more »

Introducing Avantax Wealth Management

We are pleased to announce that on Sept. 16, 2019 we will officially be rebranding to Avantax Wealth Management℠, which allows us to unify our... Read more »

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