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July 23, 2024 10:03 ET | Source: Avantax

Avantax Wealth Management Welcomes Noble Oak Financial

Avantax Welcomes Noble Oak Financial and Financial Professionals Josh Linton, Mike Koltz and Danielle Boutwell.
July 17, 2024 10:17 ET | Source: Avantax

Avantax Welcomes Long Island-based S&P Financial Services with Approximately $150 Million in Client Assets

Avantax Welcomes Long Island-based S&P Financial Services with Approximately $150 Million in Client Assets
July 02, 2024 10:03 ET | Source: Avantax

Avantax Named Finalist in Practice Management Category at the 2024 WealthManagement.com “Wealthies” Industry Awards

Avantax Named Finalist in Practice Management Category at the 2024 WealthManagement.com “Wealthies” Industry Awards
June 04, 2024 10:03 ET | Source: Avantax

Avantax Wealth Management Welcomes Financial Advisor Erin Hinzmann

Avantax welcomes advisor Erin Hinzmann previously with Ameriprise where she had approximately $120 million in client assets under administration.
May 16, 2024 10:03 ET | Source: Avantax

Avantax Acquires GA Investment Management Adding 10-person, $400-Million Practice to Avantax’s Employee-based Model

Avantax acquires Pennsylvania-based firm adding 10-person, $400-million practice to Avantax’s employee-based model
May 14, 2024 10:03 ET | Source: Avantax

Avantax Planning Partners Recognizes Affiliate Accomplishments, Builds on Strong CPA Firm Relationships During National Conference

Avantax Planning Partners Recognizes Affiliate Accomplishments, Builds on Strong CPA Firm Relationships During National Conference
May 01, 2024 10:03 ET | Source: Avantax

Avantax Acquires Integrated Tax & Wealth Strategies’ $760 Million Wealth Management Business

Acquisition of Integrated Tax & Wealth Strategies’ $760 million wealth management business complements Avantax’s succession and buyout options.
March 27, 2024 09:25 ET | Source: Avantax

Avantax Welcomes Financial Advisors Heidi and Nicholas Irwin, Longtime Fixtures of the Lockhart, Texas, Community

Financial advisors Heidi and Nic Irwin transfer to Avantax Wealth Management from Edward Jones.
December 13, 2023 09:15 ET | Source: Avantax

Avantax Welcomes Stephen Whyte and his Four-Generation Tax and Wealth Management Firm with Over $100 Million in Total Client Assets

DALLAS, Dec. 13, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomes Stephen Whyte, E.A., and his four-generation firm, Whyte &...
November 21, 2023 09:15 ET | Source: Avantax

Avantax Welcomes Financial Advisors Joshua Heims and Alan Gnoinski with Nearly $100 Million in Total Client Assets

DALLAS, Nov. 21, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomes Joshua B. Heims, AIF®, and Alan Gnoinski and their Lincoln Sparrow...