Avantax Wealth Management was founded on the belief that a comprehensive, tax-smart approach can address the client’s goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes. Since 1983, Avantax Wealth Management (formerly HD Vest) has provided 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.
Ranked as one of the top 15 broker-dealer firms1, there are more than 3,500 Avantax Financial Advisors managing over $45 billion in assets across the nation2.
1Think Advisor 2019 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.
2As of June 5, 2019