�ǿ����޴�ý

DALLAS – (Feb. 21, 2023) – �������Գٲ���®, a leader in tax-focused financial planning, continued its record-breaking recruiting results during the fourth quarter of 2022, contributing to full-year 2022 newly recruited assets of approximately $1.7 billion, an increase of approximately 79% over 2021.

“�ǿ����޴�ý is the destination for Tax and Financial Professionals who want to grow by offering the differentiated value of tax-advantaged wealth management, especially as clients increasingly grow frustrated by advisors offering limited services,” said Tim Stewart, VP and Head of Business Development for �ǿ����޴�ý. “Our recruits don’t want to be anonymous cogs in their broker-dealer’s machine. They’re joining �ǿ����޴�ý to be part of our community of like-minded, growth-oriented peers who collaborate and help elevate each other as they grow.”

Financial Professionals are transferring to �ǿ����޴�ý from a variety of channels, including large broker-dealers, RIAs and regional firms.

During the fourth quarter, 66 independent Financial Professionals affiliated with �ǿ����޴�ý, including Kenneth S. Hamada, CRPC®, who transferred his practice to �ǿ����޴�ý from Independent Financial Group, LLC. Hamada picked �ǿ����޴�ý to continue growing his practice’s assets and geographic presence with �ǿ����޴�ý’s support.

“I chose �ǿ����޴�ý because of their focus on the integration of tax planning with holistic wealth management. Our practice is dynamic, and we are looking for tools and a firm that could help us better manage client needs in this over-taxed world,” Hamada said.

�ǿ����޴�ý also continued successfully recruiting accounting firms to its employee-based model (which �ǿ����޴�ý refers to as �ǿ����޴�ý Planning Partners℠) with the new affiliation of three large accounting firms. �ǿ����޴�ý expects a continued strong pipeline of prospective accounting firm affiliates in 2023.

Tax and accounting professionals entering wealth management for the first time are also choosing �ǿ����޴�ý because they continue to see the need to obtain the licensing and education so they can directly provide tax-advantaged financial planning and wealth management services instead of referring clients to a local banker or broker who might not view investments with tax implications in mind.

Tax and Financial Professionals can learn more about �ǿ����޴�ý by clicking here.

�ǿ����޴�ý �������Գٲ���®

�ǿ����޴�ý, Inc. (NASDAQ: AVTA) delivers tax-focused 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 $76.9 billion in total client assets as of Dec. 31, 2022. For additional information, please visit us at www.avantax.com or . 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

Investor Relations Contact: Dee Littrell �ǿ����޴�ý, Inc. (972) 870-6463 IR@avantax.com