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Articles published by Avantax

Avantax Welcomes Multi-Generational Firm Brazzel Wealth Management, With Approximately $80 Million in Assets Under Administration
From Avantax
Via Business Wire
Avantax Acquires Assets of Longtime Affiliate Sweeney Kovar LLP with Approximately $180 Million in Assets Under Administration
From Avantax
Via Business Wire
Avantax Welcomes Independent Financial Advisor Andrew Erickson
From Avantax
Via Business Wire
Avantax Wealth Management Welcomes Noble Oak Financial
From Avantax
Via GlobeNewswire
Avantax Welcomes Long Island-based S&P Financial Services with Approximately $150 Million in Client Assets
From Avantax
Via GlobeNewswire
Avantax Named Finalist in Practice Management Category at the 2024 WealthManagement.com “Wealthies” Industry Awards
From Avantax
Via GlobeNewswire
Avantax Wealth Management Welcomes Financial Advisor Erin Hinzmann
From Avantax
Via GlobeNewswire
Avantax Acquires GA Investment Management Adding 10-person, $400-Million Practice to Avantax’s Employee-based Model
From Avantax
Via GlobeNewswire
Avantax Planning Partners Recognizes Affiliate Accomplishments, Builds on Strong CPA Firm Relationships During National Conference
From Avantax
Via GlobeNewswire
Avantax Acquires Integrated Tax & Wealth Strategies’ $760 Million Wealth Management Business
From Avantax
Via GlobeNewswire
Avantax Welcomes Financial Advisors Heidi and Nicholas Irwin, Longtime Fixtures of the Lockhart, Texas, Community
From Avantax
Via GlobeNewswire
Avantax Welcomes Stephen Whyte and his Four-Generation Tax and Wealth Management Firm with Over $100 Million in Total Client Assets
From Avantax
Via GlobeNewswire
Avantax Welcomes Financial Advisors Joshua Heims and Alan Gnoinski with Nearly $100 Million in Total Client Assets
From Avantax
Via GlobeNewswire
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Avantax Hosts its Largest-Ever National Conference as Attendees Gather in Chicago, Showcasing the Peer-to-Peer Power of the Avantax Community
From Avantax
Via GlobeNewswire
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Avantax Posts Record Newly Recruited Assets as Advisor Appetite for Joining the Tax-Focused Avantax Community Keeps Growing
From Avantax
Via GlobeNewswire
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Avantax Reports Third Quarter 2023 Results
From Avantax
Via GlobeNewswire
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Financial Advisor Aaron Watson Returns to Avantax, Joined by Public Accounting Partner Lee MacBay Hamilton & Associates, LLC
From Avantax
Via GlobeNewswire
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Avantax Welcomes Financial Advisor Bob Ervolina and his New York-based Lifetime Wealth Management Group
From Avantax
Via GlobeNewswire
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Avantax Has Second-Highest Ratio of Women Advisors Among Broker-Dealers in Financial Planning’s IBD Elite 2023 Study
From Avantax
Via GlobeNewswire
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Avantax Enters into Definitive Agreement to be Acquired by Cetera Holdings
From Avantax
Via GlobeNewswire
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Avantax Welcomes Anna Luke and Her Comprehensive Financial Services Team with over $230 Million in Total Client Assets
From Avantax
Via GlobeNewswire
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Avantax Welcomes CFR Capital with $120 Million in Total Client Assets
From Avantax
Via GlobeNewswire
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Avantax Named Finalist in Service Excellence Category at the 2023 WealthManagement.com “Wealthies” Industry Awards
From Avantax
Via GlobeNewswire
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Avantax Acquires Summit Wealth Advocates Adding 7-person Team and $330 Million in Total Client Assets to Avantax’s Employee-based Model
From Avantax
Via GlobeNewswire
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Avantax Recruiting Outlook Remains Strong as Tax and Financial Professionals Seek Faster Growth and Superior Service
From Avantax
Via GlobeNewswire
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Avantax Reports Second Quarter 2023 Results
From Avantax
Via GlobeNewswire
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Avantax to Announce Second Quarter 2023 Financial Results Wednesday, August 9, 2023
From Avantax
Via GlobeNewswire
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Avantax Earns 2023 Great Place to Work Certification
From Avantax
Via GlobeNewswire
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Avantax Promotes Jennifer Hutchins to Co-Chief Investment Officer
From Avantax
Via GlobeNewswire
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Avantax Expands Business Development Team with Veteran Financial Services Recruiters, each with More than 30 Years of Experience
From Avantax
Via GlobeNewswire
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