Avantax® Inc. (Avantax), a unique community within Cetera Holdings and a leader in tax-focused financial planning and wealth management, recently announced its acquisition of a new financial advisory team in Northern California. This expansion marks a significant milestone for Avantax as it continues to grow its presence and offerings in the financial services industry.
The team, known as Noble Oak Financial, consists of advisors Josh Linton and Mike Koltz, supported by director of operations and client services Danielle. Linton and Koltz joined Avantax from LPL Financial, where they managed approximately $300 million in client assets. Their decision to move to Avantax was driven by the desire for growth opportunities and access to tax-advantaged investment products.
Avantax—a unique community within Cetera Holdings and a leader in tax-focused financial planning and wealth management—welcomes financial advisors John to its growing team. With Avantax's advanced case management tools and resources, financial advisors like John can better serve their clients and help them achieve their financial goals.
Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services are also offered through Avantax Advisory. This comprehensive suite of financial services allows clients to receive personalized guidance and support from experienced professionals.
PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced today that Avantax, Inc. (Avantax) has acquired a new team in Northern California. This strategic move further solidifies Avantax's position as a leading provider of tax-focused financial planning and wealth management solutions.
The tax-focused Cetera subsidiary's latest addition in Northern California comes after overseeing $60M at LPL. This growth is a testament to Avantax's commitment to expanding its reach and enhancing its offerings to better serve clients in diverse markets.
In today's rapidly evolving financial landscape, advisors like Linton and Koltz recognize the importance of aligning with industry leaders like Avantax. By leveraging Avantax's expertise and resources, they can deliver innovative solutions and personalized strategies to help clients navigate complex financial challenges.
The acquisition of Noble Oak Financial is part of Avantax's broader strategy to attract top talent and expand its footprint across key markets. With a focus on tax-efficient investing and holistic financial planning, Avantax is well-positioned to help clients achieve long-term financial success.
