About Avantax

Who is Avantax?

Our tax-focused movement started in 1983 with one CPA who noticed a growing need for clients to receive investment advice that aligned with their tax situations. Referring his tax clients to someone else for financial planning meant his clients were often placed in inappropriate investments or accounts, resulting in adverse tax implications.

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Avantax Through the Years

In 2019, HD Vest and 1st Global unified to form Avantax, adding HK Financial Services in 2020 via acquisition. Since then, Avantax has grown to support a network of independent tax and financial professionals providing comprehensive financial services to families, individuals and small businesses. In 2023, we joined Cetera, further strengthening our ability to serve more than 3,000 Financial Professionals and $92 billion in assets under administration* across all 50 states. We don’t just focus on investment returns; we consider the tax impact of every decision, helping you keep more of what you earn.

*As of December 31, 2023

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Tax-Intelligent Planning

Avantax was founded on the belief that a comprehensive, tax-intelligent approach can address a client’s goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes. Avantax provides advisors with tools, processes and platforms to accurately and efficiently combine tax-focused decisions and wealth management strategies to help optimize a client’s financial success.

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Our Profound Approach Creates Enduring Impact

The Avantax Advantage means you get a local partner who understands your unique needs backed by a strong, established financial services firm. We work with you to strategically implement the right services for where you are in life, and for where you want to go.

As a trusted partner, we are here to provide objective recommendations so you can make informed decisions. Our services are designed to help you pursue your unique goals and dreams, while also keeping you prepared for anything that may lie ahead.

Not only will you get the personal care of an Avantax Financial Professional, you’ll have the benefit of the Avantax Advantage with powerful proprietary tools that utilize a tax-intelligent approach.

Avantax is a wholly owned subsidiary of Cetera Holdings, which refers to Aretec Group, Inc.