I feel Avantax is the right answer because they are 100% aligned with my belief that the best solution for clients is to keep investment and tax preparation tied together." "For each deal, the Avantax discovery process starts with what's most important to that business owner. Brian outlined how he wanted his clients to be served, the growth opportunities he hoped to create for his team and partners, and what he wanted his next several years to look like. We successfully structured the deal to meet Brian's goals while setting the stage for the next phase of growth." "Brian's ability to expand his business, create growth opportunities for his team, and provide excellent service to his clients is exemplary. This new relationship between Brian and Avantax is a natural fit. We are eager to see Brian and his team continue growing the integrated tax and wealth management business with Avantax as we focus on further strengthening their already powerful client relationships."