Discover your Avantax Advantage today.

Learn how our support can help you grow.

Flexibilty in
Affiliation


Seamless Transition Process

Turnkey Marketing Solutions

Practice Growth Strategies

Avantax Wealth Management℠ is pleased to announce that our parent company, Blucora™, recently acquired HK Financial Services – the premier tax-focused RIA firm in the business.

Flexibility in Affiliation

What does that mean for you and your practice? Affiliate as an independent Financial Professional or refer your business to a tenured professional at an independent RIA, as a true partner — the choice is yours! Join Avantax and provide comprehensive wealth management and financial planning services with all the benefits that come from 30 years as the industry leader in tax-centric financial advice.

When you partner with Avantax, you get a dedicated Practice Management team that works by your side, giving you the personalized support, coaching, products and services you need to help meet your specific growth goals.

Download our guide to learn more about the Avantax Wealth Management difference, including:

  • A dedicated team to simplify your transition
  • Proven marketing automation with compliance-approved content to help you engage current clients and convert new leads
  • An expansive technology ecosystem including eMoney, Envestnet and Wealthscape to help you enhance your efficiency and performance

Now with up to 70% trailing 12-month production.

Download our guide!

Flexibilty in Affiliation

Seamless Transition Process

Turnkey Marketing Solutions

Practice Growth Strategies

// JavaScript Document