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DALLAS – (Sept. 19, 2023) –���ǿ����޴�ý®, a leader in��tax-focused financial planning and wealth management, has the second-highest ratio of women as a percentage of producing reps – 24% – when compared with all other broker dealers in�� study. �ǿ����޴�ý’s ratio of women Financial Professionals also compares favorably to the industry average of 18% (Dec. 31, 2020, Cerulli Lodestar data).

“We are excited Financial Planning ranked us #2 in the IBD space for women and we are working hard as one �ǿ����޴�ý Community to build on the progress we’ve made with the goal of diversifying our advisor ranks even further,” said��, VP, Business Development and Head of the �ǿ����޴�ý Women’s Advisor Forum. “Whether I’m speaking with a woman who’s a prospective �ǿ����޴�ý recruit, a woman already in our community, or one of our many male allies, I make it clear that �ǿ����޴�ý is a supportive path to a long and rewarding career in financial services, and our proof is the many extraordinary and successful self-made women who are part of the �ǿ����޴�ý Community today.”��

Women are also increasingly prominent for the financial services industry as clients. According to a McKinsey PriceMetrix (2019) study: “By 2030, American women are expected to control much of the $30 trillion in financial assets that baby boomers will possess – a potential wealth transfer of such magnitude that it approaches the annual GDP of the United States.”

“We often hear that women clients prefer women advisors, and while that’s not always the case, it’s a reality to which �ǿ����޴�ý and our women advisors are highly attuned,” said��, President, �ǿ����޴�ý Wealth Management. “As an organization, �ǿ����޴�ý is committed to empowering women advisors as they join our community, just as we’re helping those already here to drive their firms forward.”

The �ǿ����޴�ý Community’s commitment to advancing women in wealth management and financial services overall – whether as women role models or male allies – includes three independent advisors who recently affiliated with �ǿ����޴�ý:��

• “I am not surprised that �ǿ����޴�ý is an industry leader in women advisors. I moved my large practice to �ǿ����޴�ý because I knew that the professionalism evident in the �ǿ����޴�ý culture would translate into real benefits for my clients, my staff and me.” - Anna Luke, CFP®, President and CEO of Comprehensive Financial Services, who affiliated with �ǿ����޴�ý in July 2023.
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• “As a new advisor recently affiliated with �ǿ����޴�ý, I was pleasantly surprised at the consistent level of women at the recruiting and management level.��I think �ǿ����޴�ý’s focus on tax-intelligent planning and advisory business is a natural fit for female advisors such as myself who often prefer to focus on big-picture planning and solutions.” Susan Quigley, CFP®, owner of SQuigley Financial LLC, who affiliated with �ǿ����޴�ý in July 2023.
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• “Women hold a variety of tax and advisory roles within my firm. I’m very lucky to have them, and it’s important to recognize the success they’re having in our industry and to support them with the goal of getting everyone on the same page.” – Frank Calise, CEO and Founder of CFR Capital Group, who affiliated with �ǿ����޴�ý in June 2023.

Tax and financial professionals can learn more about �ǿ����޴�ý by��clicking here.

Financial Planning’s IBD Elite 2023 study methodology: Results are based on data from 45 participating firms in the IBD Elite. Financial Planning relied on the firms to ensure the accuracy of the information. FP works to verify data when possible. N/A means not applicable or not available. The 2021 data does not always match last year’s survey because some companies restated data; as a result, some of the rankings from the prior year are different. The data for some firms that merged may have also changed from last year’s survey. All figures reflect calendar year numbers. Total revenues drive the overall IBD Elite rankings.

No compensation was given in connection with �ǿ����޴�ý being ranked in the IBD Elite 2023 study.

�ǿ����޴�ý �ǿ����޴�ý®��

�ǿ����޴�ý, Inc. (NASDAQ: AVTA) delivers tax-focused financial planning and wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients’ tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as �ǿ����޴�ý Wealth Management®.���ǿ����޴�ý 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. We refer to our employee-based model as �ǿ����޴�ý Planning Partners℠. �ǿ����޴�ý 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, we had $83.8 billion in total client assets as of June 30, 2023. For additional information, please visit us at www.avantax.com. You can also find us on .

Media Contacts:

Tony Katsulos��
�ǿ����޴�ý, Inc.
(972) 870-6654
tony.katsulos@avantax.com

Kendra Galante
StreetCred PR for �ǿ����޴�ý, Inc.
(402) 740-2047
kendra@streetcredpr.com��
avantax@streetcredpr.com��