Avantax Planning Partners

Avantax Planning Partners℠ offers services through its registered investment advisor (RIA) and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services. Avantax Planning Partners and CPA firms help clients pursue their financial goals through strategies including asset management, estate planning, retirement planning, tax planning and risk management. We refer to Avantax Planning Partners as the employee-based model of Avantax, Inc. (NASDAQ: AVTA), which had $73 billion in total client assets as of September 30, 2022. For more information, please visit us at www.avantax.com or on LinkedIn and Facebook. Avantax WM Holdings℠ is the holding company for the group of companies providing financial services under the Avantax® name. Securities are offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠ and Avantax Planning Partners℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠, Avantax Insurance Services℠, and Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019, 972-870-6000. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. For additional information ask your Financial Professional or contact us toll-free at (888) 438-3781.