Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused financial planning and wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients’ tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services. Want to find out more about Avantax and our multiple affiliation models for Financial Professionals, tax pros and accounting firms? Find out more here: www.avantax.com/join-us Neither Avantax Wealth Management® nor its subsidiaries provide or supervise tax or accounting services. Avantax Wealth Management® is the holding company for the group of companies providing financial services under the Avantax name. Securities offered through Avantax Investment Services℠, Member FINRA (www.finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠ and Avantax Insurance Services℠. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000. Please visit https://www.avantax.com/about/legal-compliance-policies/social-media-policy for more information.
View Top Employees from Avantax®Website | https://www.avantax.com |
Employees | 566 (167 on RocketReach) |
Founded | 2019 |
Address | 3200 Olympus Blvd Suite 100, Dallas, Texas 75019, US |
Phone | (972) 870-6000 |
Industry | Financial Services, Venture Capital & Private Equity, Finance |
Keywords | Financial Professionals, Wealth Management, Tax Professionals, Cpa Services, Financial Advisory, Financial Planning, Tax Planning, Accounting Services |
SIC | SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies |
Looking for a particular Avantax® employee's phone or email?
Stacy Murray is the Chief Accounting Officer of Avantax®.
167 people are employed at Avantax®.
Avantax® is based in Dallas, Texas.
The NAICS codes for Avantax® are [52, 523].
The SIC codes for Avantax® are [62].