Avantax Email Format

Financial ServicesTexas, United States201-500 Employees

Avantax is a distinct community within Cetera Wealth Services that focuses on tax-focused financial planning and wealth management. It serves financial professionals who integrate tax strategy with comprehensive wealth advice, enabling multi-generational advisory practices and closer involvement of family members in client service. Based in Dallas, Texas, Avantax operates as part of the Cetera Holdings network, partnering with independent advisers.

The company positions itself within the financial services industry as a broker-dealer affiliated provider that emphasizes tax-centric planning within wealth management. In 2024, Avantax hosted its largest-ever national conference in San Diego, signaling its emphasis on evolving client relationships toward stewardship. It continues to expand its advisor community and services within the Cetera framework, rooted in its Dallas base.

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