Avantax Wealth Management

Highly Engaged Employees

Avantax Wealth Management is a comprehensive retirement planning and wealth management firm dedicated to helping business owners and their employees maximize retirement benefits while minimizing tax liability through customized, tax-smart financial strategies. Operating under the parent company Blucora, Inc. (NASDAQ: BCOR), a leading provider of te... chnology-enabled financial solutions to consumers, small businesses, and tax professionals, Avantax Wealth Management combines deep retirement planning expertise with integrated tax strategy to deliver holistic financial solutions tailored to each client's unique circumstances and time horizons. The firm manages over $1 billion in assets under management and has demonstrated strong growth momentum, including a record year of performance with continued expansion projections. Avantax Wealth Management's retirement plan services division, originally established in 2010 as HK Financial Services Retirement Plan Services, was created to address a critical market need identified among business owner clients who sought integrated retirement planning advice aligned with their broader financial and business objectives. By bringing retirement plan solutions in-house and partnering with tax professionals, the firm enables seamless coordination between retirement strategies and long-term financial planning, allowing business owners to leverage their CPA relationships while accessing sophisticated plan design and implementation capabilities. With over 30 years of combined experience in retirement planning and financial services, Avantax Wealth Management possesses the expertise to help financial advisors, CPAs, and other professionals expand their current service offerings to clients seeking comprehensive retirement solutions. The firm's philosophy centers on tax-smart financial planning and a holistic view of each client's financial picture, positioning it as a trusted partner for businesses and individuals navigating complex retirement and wealth management decisions. Avantax ...Read More