Tax-Smart Investment Planning

Financial Planning Built Around You

Are you considering everything?

Wouldn’t it be great to plan your financial future with all aspects considered? Founded by a CPA in 1983, Avantax is a pioneer in tax-smart investing. Our planning process includes a holistic analysis of every facet of your financial plan, viewed through a tax-focused lens.Financial planning,wealth managementandretirement planningare all integral components to consider when planning your goals with a tax-smart approach. Want to learn more about these three areas?

Like a Family

"We are more than a company. We're a family, and we are dedicated to serving our clients with trust, hard work, and dedication. Your experience is of the utmost importance to us, and together we can help make your dreams, goals, and ambitions a reality."

Todd Mackay, President

Avantax is ranked as one of the Top 10 independent broker-dealer firms, managing over $76.5 billion in assets across all 50 states.1

Smart Is Good. Tax-Smart Is Better.

We understand that managing your tax burden is an essential part of managing the overall performance of your assets. Avantax Financial Professionals take a holistic approach to review your investment strategy, business assets, possible business insurance needs, and retirement goals. We help ensure your investments are appropriately allocated, consider future expenses and how they’ll be covered, plus the tax implications of your investment and distribution decisions, including dividends and capital gains/losses.

Contact Us

Are you an Avantax client with a question?

Your dedicated Avantax Financial Professional should be the first person you speak with. If for some reason they are not reachable, we also offer a backup customer support team that understands your needs and is available to answer questions about your account.

Available Monday through Friday, 8:00 AM – 5:00 PM CST.

Prepare for your future with a complimentary, no-obligation financial plan.

Taking steps to further your financial goals is easy. Simply complete the short form below and a professional will connect with you.