Our firm was recognized among the most successful affiliates of Avantax®, a leader in tax-focused financial planning and wealth management, during the invitation-only Avantax Elite Summit 2023 in London, England.
A small contingent of Avantax’s more than 3,000 affiliates is invited to attend the Avantax Elite Summit where firms are recognized for their exemplary client service and business achievements and have the opportunity to network with other leading firms in the Avantax Community while meeting with Avantax leadership.
“We are honored to be recognized among such prestigious firms at this distinguished event,” stated Paula Thielen, Managing Partner at Thielen & Associates, Inc. “This acknowledgment is a testament to the hard work and collective effort of our dedicated team. Without their unwavering support and commitment, none of this would have been possible. I look forward to seeing where our success and momentum will take us in the future,” said Managing Partner, Paula Thielen.
Successful Avantax firms like Thielen & Associates, Inc. are committed to changing clients’ lives by having deep and trusted relationships with their clients and delivering the tax-focused financial planning and wealth management needed throughout their financial journey.
“Every year at the Avantax Elite Summit we celebrate the amazing achievements of our most successful independent Financial Professionals who collaborate with each other and Avantax to help clients pursue financial success through tax-intelligent planning,” said Todd Mackay, President of Avantax Wealth Management®. “Being together with these leading Financial Professionals is both humbling and energizing, and I’m more excited than ever about the future of our extraordinary Avantax Community.”
Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused financial planning and wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting the goal of minimizing clients’ tax burdens through comprehensive tax-focused financial planning. They have two distinct, but related, models within the business: the independent Financial Professional model and the employee-based model. They refer to the independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. They refer to their employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services. Collectively, they had $80.6 billion in total client assets as of March 31, 2023. For additional information, please visit www.avantax.com.