We are a regional financial services firm with three offices in the Dallas/Fort Worth area since 1988. Servicing both businesses and individuals, we have a reputation for offering solid accounting solutions, tax-smart financial planning, and building long-lasting relationships with our clients. We believe that the success of clients is the greatest measure of our own. Our strengths are in our people and our ability to provide both practical advice and innovative solutions to complex business and financial challenges. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. www.finra.org; www.sipc.org Investment advisory services offered through Avantax Advisory Services℠ Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information.