About Avantax Wealth Management

Since its inception in 1983, Avantax Wealth Management℠ supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. As of October 2020, over 4,500 independent financial professionals manage over $67 billion in assets for some 3 million individuals, families and small businesses in all 50 states.   


Avantax has over 350 home-office employees dedicated to providing Avantax Advisors with some of the industry's best training, technology, financial planning know-how and support.  Avantax provides its advisors with access to a full array of financial solutions, making it possible for them to objectively help clients plan for their retirement, prepare to send their children to college and manage financial risks.