Now More Flexibility in Affiliation

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.

Now you have more choice than ever when you join the Avantax family. Avantax is a clear leader for accounting and tax professionals looking to add value to their firms and clients. Now with options to affiliate as an independent Financial Professional, who handles all aspects of financial planning, or partner with an independent RIA, who provides a dedicated financial professional for your firm and clients and is your true financial planning partner – the choice is yours!

Either way, when you join Avantax, you’ll have the opportunity to provide comprehensive wealth management and financial planning services – improving the relationship with your clients and delivering on their expectations - with all the benefits that come from 30 years as an industry leader in tax-centric financial advice.

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

 

Download our guide!

Flexibilty in Affiliation

Flexibility in Affiliation

Seamless Transition Process

seamless transition

Turnkey Marketing Solutions

turnkey marketing solutions

Practice Growth Strategies

Practice growth strategies