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Tax-focused Financial Professional transferred from Crown Capital Securities to leverage �ǿ����޴�ý’s tax-intelligent tools, technology and Home Office’s 40 years of experience supporting tax professionals.

DALLAS – (Dec. 13, 2023) – �ǿ����޴�ý®, a leader in tax-focused financial planning and wealth management, welcomes Stephen Whyte, E.A., and his four-generation firm, Whyte & Associates, Inc., formed by Whyte’s grandfather in 1951. The firm includes Stephen’s wife, Jennifer Whyte, his son, Jerry Whyte, and business partner Luis Rodriguez, E.A., all of whom are Financial Professionals.

The Whytes’ firm, in Rancho Cucamonga, Calif., processes approximately 1,200 tax returns annually, and has more than $100 million in total client assets, as of August 2023. Whyte and his team transferred to �ǿ����޴�ý after his then-broker-dealer, Crown Capital Securities, announced it was being acquired by LPL Financial.

“Over the years, I’ve learned how broker-dealers work; most don’t understand our tax business and we’ve experienced some who treat tax clients like second-class citizens, but that’s not how we do business here,” Whyte said. “Not valuing my tax clients was, if you will, the straw that broke the camel’s back of my decision to look for a broker-dealer who values the tax focus as much as I do, and we found that with �ǿ����޴�ý because they lead with taxes. I’m just disappointed we didn’t find �ǿ����޴�ý sooner.”

Building off the strong foundation of his tax business, Whyte said he’s looking forward to �ǿ����޴�ý helping him move more of his financial planning and wealth management business toward advisory services, when it is in the best interest of his clients.

“I’ve been passionate about my tax business from day one because it’s the core of our family business’ legacy. But I’m also excited to expand our advisory business with �ǿ����޴�ý tools that work with my tax-planning systems,” Whyte said. “Our family business is the perfect example of marrying tax and financial planning because we’ve gone through so many industry changes over the years. Having �ǿ����޴�ý help us offer more advisory and financial planning services along with our tax business is like putting a twin-turbo on a Porsche.”

In welcoming Whyte & Associates, �ǿ����޴�ý Wealth Management President Todd Mackay said: “Stephen and his family business exemplify our focus on how combining tax and financial planning helps Financial Professionals deliver enduring impacts for their clients. Stephen shared that clients tell him if it weren’t for him and his father advising them to open IRAs, the clients never could have retired. That’s an extraordinary impact on clients’ lives, and we couldn’t be happier to have Stephen, Jennifer, Jerry and Luis join the �ǿ����޴�ý family.” 

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

�ǿ����޴�ý �ǿ����޴�ý®

�ǿ����޴�ý, Inc. (�ǿ����޴�ý), a unique community within Cetera Holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals and CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-intelligent financial planning. �ǿ����޴�ý has two distinct, but related, models within its business: the independent Financial Professional model and the employee-based model. �ǿ����޴�ý refers to its independent Financial Professional model as �ǿ����޴�ý Wealth Management®. �ǿ����޴�ý Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors and offers its services through its registered broker-dealer, �ǿ����޴�ý Investment Services, Inc., registered investment advisor (RIA), �ǿ����޴�ý Advisory Services, Inc., and insurance agency subsidiaries. We refer to our employee-based model as �ǿ����޴�ý Planning Partners℠. �ǿ����޴�ý Planning Partners offers services through its RIA, insurance agency, and AWM affiliated broker-dealer by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services. Collectively, �ǿ����޴�ý had $82.3 billion in total client assets as of September 30, 2023. For additional information, please visit www.avantax.com.