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Collaborative Colleagues Build Better Businesses

Tax-smart is good.
Avantax intelligent is better.

Over four decades ago, a visionary CPA, driven by the desire to provide clients with the investment advice they truly needed, laid the foundation for a pioneering firm. This firm harnessed the power of tax information to uncover substantial opportunities and vulnerabilities, ultimately maximizing financial potential by reducing tax liability.

Today, that visionary firm is known as Avantax, and it has transformed the financial landscape with Avantax Intelligent Planning. Our comprehensive wealth management approach empowers individuals like you to make informed decisions that can lead to more prosperous financial and investment outcomes for your clients.

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Fill out the form to visit with an Avantax Representative and explore how Avantax's collaborative community and tax-intelligent approach can benefit your clients and your business.


 

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Avantax® Wealth Management
3200 Olympus Blvd. Suite 100
Dallas, TX 75019, 972-870-6000

Founded by a CPA 40 years ago, Avantax® is a pioneer in tax-intelligent investing. Tax and Financial Professionals partner with us to create new revenue opportunities by providing comprehensive wealth management services to their clients – families, individuals and small businesses – all through a uniquely tax-focused lens. Avantax is a unique community within Cetera Holdings.

Avantax is a wholly owned subsidiary of Cetera Holdings, which refers to Aretec Group, Inc. Learn more about our firm’s background and Financial Professionals on FINRA's BrokerCheck.

Copyright © 2025. All rights reserved. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM and Avantax Planning PartnersSM. Insurance services offered through licensed agents of Avantax Insurance AgencySM, Avantax Insurance ServicesSM, and Avantax Planning Partners.

Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. For additional information ask your Financial Professional or contact us toll-free at 888-438-3781.