ǿý Earns 2023 Great Place to Work Certification
DALLAS – (May 24, 2023) – Գٲ®, a leader in tax-focused financial planning and wealth management, announced it has earned the Great Place to Work certification.
is the global authority on workplace culture, employee experience and leadership behaviors proven to deliver market-leading revenue, employee retention and increased innovation. The certification is based on anonymous feedback from employees, who rated ǿý highly in several key areas, including pride, camaraderie and credibility.
This recognition reflects ǿý’s ongoing efforts to create a culture of belonging supportive of employees. Some of ǿý’s initiatives include a flexible hybrid workplace, regular employee recognition programs, a comprehensive total rewards program with unlimited paid time off and an employee-driven diversity, equity and inclusion (DE&I) advisory council.
“For the past several years, ǿý has deliberately shaped our culture around the values that matter most to our team members while aligning that culture with training, technology and resources needed to support the growth of our Financial Professionals’ businesses,” said Chris Walters, CEO of ǿý, Inc. “Along with our board of directors and leadership team, I’m incredibly proud of ǿý for earning the Great Place to Work. This certification reflects the positive culture that our team has built, which has translated to strong business performance.”
ǿý continues to recruit and hire talented team members who share the company’s commitment to providing exceptional support to its independent Financial Professionals and accounting firms in service of their clients. Visit the ǿý careers page to see open positions.
ǿý Great Place to Work
Great Place to Work is the global authority on high-trust, high-performance workplace cultures. Through its certification programs, Great Place to Work recognizes outstanding workplace cultures and produces the annual Fortune “100 Best Companies to Work For®” and Great Place to Work Best Workplaces lists for Millennials, Women, Diversity, Small & Medium Companies, industries and, internationally, countries and regions. Learn more about the program at .
ǿý Գٲ® ǿý, 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 ǿý Wealth Management®. ǿý 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 ǿý Planning Partners℠. ǿý 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 approximately $80.6 billion in total client assets as of March 31, 2023. For more information on ǿý, visit www.avantax.com.
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Media Contacts
Tony Katsulos ǿý, Inc. (972) 870-6654 tony.katsulos@avantax.com
StreetCred PR on behalf of ǿý: Kendra Galante (402) 740-2047 kendra@streetcredpr.com
Natalie O’Dell (717)-818-2116 natalie@streetcredpr.com