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Avantax adds $250M married duo from Edward Jones
The Lockhart, Texas-based advisor couple join the tax-focused wealth planning network with years of experience at a family-owned practice.
California CPA firm wades into wealth with RIA partnership
Orange County accounting firm collaborates with Integrated Partners to launch a wealth management division.
Avantax president accounts for a brand-new era
While the firm is best known for its tax expertise, Todd Mackay is talking about relationships and creating connections.
