Avantax Planning Partners, INC.

Avantax Planning Partners offers investment management, financial planning, and retirement plan services primarily to individuals, businesses, and retirement plans. The firm works closely with independent certified public accounting firms to deliver its services. Portfolio management is conducted using style allocation models overseen by an investment advisory committee, which aligns asset allocations with client risk tolerances. Avantax Planning Partners also provides tax-managed investing strategies and non-purpose loan programs through custodians like Charles Schwab and Fidelity. Clients can engage the firm on a discretionary or non-discretionary basis.