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Building better lives through exceptional tax and wealth planning

About Avantax

Why Us?

Avantax helps you reach your goals by focusing on the total picture. Our company was created on the principle that a comprehensive, Tax-Smart approach to a person’s financial situation will deliver better results.

We pioneered Tax-Smart Investing over 30 years ago, and we have grown through delivery of superior results for our valued clients. We don’t just focus on investment returns; we consider the tax impact of every decision, helping you keep more of what you earn.