Avantax is a tax-focused independent broker-dealer offering wealth management solutions. It provides services through two models: Avantax Wealth Management for independent financial professionals and Avantax Planning Partners, which partners with CPA firms. Services include investment management, retirement planning, and business planning, all with a focus on minimizing tax burdens. The target audience includes financial professionals, tax professionals, and CPA firms. Avantax's unique selling proposition is its tax-intelligent approach to financial planning, integrating tax strategies into wealth management to optimize client outcomes[1][2][3].