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Avantax Acquires Summit Wealth Advocates Adding 7-person Team and $330 Million in Total Client Assets to Avantax s Employee-based Model

Avantax Acquires Summit Wealth Advocates Adding 7-person Team and $330 Million in Total Client Assets to Avantax s Employee-based Model
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United statesTodd mackayMichael molnarDee littrellTony katsulosKendra galanteBruce primeauAvantax incCorporate developmentAcquires summit wealth advocates addingTotal client assetsSummit wealth advocatesSuccession planningFinancial planning consultantsFinancial professionalsAvantax wealth

Avantax Acquires Summit Wealth Advocates Adding 7-person Team and $330 Million in Total Client Assets to Avantax s Employee-based Model

Avantax Acquires Summit Wealth Advocates Adding 7-person Team and $330 Million in Total Client Assets to Avantax s Employee-based Model
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United statesTony katsulosKendra galanteDee littrellMichael molnarBruce primeauTodd mackayCorporate developmentAvantax incSummit wealth advocatesSuccession planningFinancial planning consultantsFinancial professionalsAvantax wealthFinancial professionalAvantax wealth management

Avantax Recruiting Outlook Remains Strong as Tax and Financial Professionals Seek Faster Growth and Superior Service

Avantax Recruiting Outlook Remains Strong as Tax and Financial Professionals Seek Faster Growth and Superior Service
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United statesKendra galanteTim stewartTony katsulosFrank caliseDee littrellJohn wellerCapital groupCase solutionsStrategic partner programAvantax incHead of business development at avantaxAvantax communityHome officeAdvisor groupFinancial professionals

MIL-OSI: Avantax Reports Second Quarter 2023 Results

MIL-OSI: Avantax Reports Second Quarter 2023 Results
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United statesDee littrellTony katsulosChris waltersKendra galanteAvantax incFinancial industry regulatory authority incExchange commissionSecurities exchangeRecommended sponsor painted moonOriginal artwork directlyQuarter highlightsChief executive officerFinancial performanceFed fundsInvestor relations

Avantax Earns 2023 Great Place to Work Certification

DALLAS, May 24, 2023 Avantax®, a leader in tax-focused financial planning and wealth management, announced it has earned the Great Place to Work certification. Great Place to Work is the. | June 11, 2023

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