Latest News and Press Releases

Avantax Welcomes Noble Oak Financial and Financial Professionals Josh Linton, Mike Koltz and Danielle Boutwell.

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

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

Avantax welcomes advisor Erin Hinzmann previously with Ameriprise where she had approximately $120 million in client assets under administration.

Avantax acquires Pennsylvania-based firm adding 10-person, $400-million practice to Avantax’s employee-based model

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

Acquisition of Integrated Tax & Wealth Strategies’ $760 million wealth management business complements Avantax’s succession and buyout options.

Financial advisors Heidi and Nic Irwin transfer to Avantax Wealth Management from Edward Jones.

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 &...

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...