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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.