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DALLAS – (July 23, 2024) – �ǿ����޴�ý® Inc. (�ǿ����޴�ý),��a unique community within Cetera Holdings and a leader in��tax-focused financial planning and wealth management, welcomes financial advisors�� and Mike Koltz, CPFA®, and their director of operations and client services��. Linton and Koltz, founders of Noble Oak Financial,��were previously affiliated with LPL Financial and had approximately $300 million in client assets under administration as of December 2023*.

After leading a community bank’s wealth management business together for more than seven years, Linton and Koltz decided that the rigor of opening and running their own independent practice was worth the potential rewards. They chose �ǿ����޴�ý because they felt it was the right fit for their long-term growth plans.

“Going full 1099 was a big decision, and through that diligence Dave Renko, Southeastern Regional Director, and �ǿ����޴�ý were always there, responsive and professionally persistent with honest answers to our questions,” said Linton. “What we really liked about �ǿ����޴�ý is they’re big enough to have all the tools and resources advisors need while being small enough to not lose you in the crowd. During our search, �ǿ����޴�ý kept coming up to the top. It just felt right with �ǿ����޴�ý, and at the end of the day, you have to trust your gut.”

�ǿ����޴�ý’s focus on tax-intelligent financial planning also aligned with the advisors’ approach to serving clients.

“We did our homework and really liked the emphasis �ǿ����޴�ý puts on taxes because that can help clients in many aspects since taxes are obviously a huge part of everyone’s puzzle,” Koltz said. “We have access to tools and resources we’ve never had before to be more tax-conscious and use more tax-efficient strategies for clients. By going independent with �ǿ����޴�ý, I can build a legacy along with Josh and Danielle for our families and our community.”

As director of operations and client services, Boutwell highlighted the ease of transitioning to �ǿ����޴�ý.

“I was amazed at how quickly people would respond and they got back to us with correct information the first time. Even when something wasn’t perfect, �ǿ����޴�ý was there helping us correct the issue instead of leaving us to guess how to fix it, like we’ve experienced before,” Boutwell said. “I’ve had a really good experience with the onboarding team, and I’m excited about the future with �ǿ����޴�ý because the service has been awesome.”

In welcoming the trio to �ǿ����޴�ý, Laurie Stack, VP, Business Development said: “We’re honored that Josh and Mike chose �ǿ����޴�ý as part of their decision to go independent, and we’re eager to support their new journey. Longer term, I’m excited to see Josh, Mike and Danielle grow Noble Oak Financial by building on their experience as trusted financial professionals for the Augusta community.”

To learn more, please visit the�� or call 762-716-6253. Tax and financial professionals can learn more about �ǿ����޴�ý by��clicking here.

*Value approximated based on asset-holding details provided to �ǿ����޴�ý.

�ǿ����޴�ý �ǿ����޴�ý®

�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., Member FINRA, SIPC, 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 affiliated broker-dealer, �ǿ����޴�ý Investment Services, Inc., and partners with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services. Collectively, �ǿ����޴�ý had $92.8 billion in assets under administration as of Dec. 31, 2023. For additional information, please visit www.avantax.com.

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

Alexandra Lynn
StreetCred PR for �ǿ����޴�ý, Inc.
929-317-4240
alexandra@streetcredpr.com
avantax@streetcredpr.com��