Avantax Wealth Management Welcomes Noble Oak Financial
July 23, 2024 10:03 ET
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Avantax
Avantax Welcomes Noble Oak Financial and Financial Professionals Josh Linton, Mike Koltz and Danielle Boutwell.
Avantax Welcomes Long Island-based S&P Financial Services with Approximately $150 Million in Client Assets
July 17, 2024 10:17 ET
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Avantax
Avantax Welcomes Long Island-based S&P Financial Services with Approximately $150 Million in Client Assets
Avantax Named Finalist in Practice Management Category at the 2024 WealthManagement.com “Wealthies” Industry Awards
July 02, 2024 10:03 ET
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Avantax
Avantax Named Finalist in Practice Management Category at the 2024 WealthManagement.com “Wealthies” Industry Awards
Avantax Wealth Management Welcomes Financial Advisor Erin Hinzmann
June 04, 2024 10:03 ET
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Avantax
Avantax welcomes advisor Erin Hinzmann previously with Ameriprise where she had approximately $120 million in client assets under administration.
Avantax Acquires GA Investment Management Adding 10-person, $400-Million Practice to Avantax’s Employee-based Model
May 16, 2024 10:03 ET
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Avantax
Avantax acquires Pennsylvania-based firm adding 10-person, $400-million practice to Avantax’s employee-based model
Avantax Planning Partners Recognizes Affiliate Accomplishments, Builds on Strong CPA Firm Relationships During National Conference
May 14, 2024 10:03 ET
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Avantax
Avantax Planning Partners Recognizes Affiliate Accomplishments, Builds on Strong CPA Firm Relationships During National Conference
Avantax Acquires Integrated Tax & Wealth Strategies’ $760 Million Wealth Management Business
May 01, 2024 10:03 ET
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Avantax
Acquisition of Integrated Tax & Wealth Strategies’ $760 million wealth management business complements Avantax’s succession and buyout options.
Avantax Welcomes Financial Advisors Heidi and Nicholas Irwin, Longtime Fixtures of the Lockhart, Texas, Community
March 27, 2024 09:25 ET
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Avantax
Financial advisors Heidi and Nic Irwin transfer to Avantax Wealth Management from Edward Jones.
Avantax Welcomes Stephen Whyte and his Four-Generation Tax and Wealth Management Firm with Over $100 Million in Total Client Assets
December 13, 2023 09:15 ET
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Avantax
DALLAS, Dec. 13, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomes Stephen Whyte, E.A., and his four-generation firm, Whyte &...
Avantax Welcomes Financial Advisors Joshua Heims and Alan Gnoinski with Nearly $100 Million in Total Client Assets
November 21, 2023 09:15 ET
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Avantax
DALLAS, Nov. 21, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomes Joshua B. Heims, AIF®, and Alan Gnoinski and their Lincoln Sparrow...