Primary Research

Service excellence and consulting, powered by intensive primary research, are the pillars that define Avantax Wealth ManagementSM.


No organization can be an effective business consultant to other business partners and to individual clients without a commitment to intellectually rigorous primary research and educated selection of secondary research. Avantax stands apart from other CPA wealth management service providers as a dedicated research company, consistently publishing whitepapers and other scholarly pieces and much more.

All of the research that Avantax Wealth Management originates is shared with affiliate CPA wealth management firms and, when appropriate, with its firms’ clients. This is another reason why Avantax believes its affiliate multi-partner CPA firms and financial advisors are some of the most informed and well-educated trusted advisors in the country.


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7 Reasons CPAs Should Choose Avantax

You and your firm offer exceptional professional services to your clients. If you are committed to serving even more clients and serving them better than ever, Avantax Wealth Management can help.

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