Avantax Wealth Management Welcomes Noble Oak Financial
2024年7月23日 - 11:03PM
Avantax® Inc. (Avantax), a unique community within Cetera Holdings
and a leader in tax-focused financial planning and wealth
management, welcomes financial advisors Josh Linton, CPFA® and Mike
Koltz, CPFA®, and their director of operations and client services
Danielle Boutwell, CPFA®. 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 Avantax
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
Avantax were always there, responsive and professionally persistent
with honest answers to our questions,” said Linton. “What we really
liked about Avantax 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, Avantax kept coming up to the top. It
just felt right with Avantax, and at the end of the day, you have
to trust your gut.”
Avantax’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
Avantax 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 Avantax, 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 Avantax.
“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, Avantax 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 Avantax because the service has been awesome.”
In welcoming the trio to Avantax, Laurie Stack, VP,
Business Development said: “We’re honored that Josh and Mike chose
Avantax 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 Noble Oak Financial
website or call 762-716-6253. Tax and financial professionals can
learn more about Avantax by clicking here.
*Value approximated based on asset-holding details
provided to Avantax.
About
Avantax®Avantax, 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. Avantax
has two distinct, but related, models within its business: the
independent Financial Professional model and the employee-based
model. Avantax refers to its independent Financial Professional
model as Avantax Wealth Management®. Avantax Wealth Management
(AWM) works with a nationwide network of Financial Professionals
operating as independent contractors and offers its services
through its registered broker-dealer, Avantax Investment Services,
Inc., Member FINRA, SIPC, registered investment advisor (RIA),
Avantax Advisory Services, Inc., and insurance agency subsidiaries.
We refer to our employee-based model as Avantax Planning Partners℠.
Avantax Planning Partners offers services through its RIA,
insurance agency, and affiliated broker-dealer, Avantax Investment
Services, Inc., and partners with CPA firms to provide their
consumer and small-business clients with holistic financial
planning and advisory services. Collectively, Avantax 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
Avantax, Inc.(972) 870-6654tony.katsulos@avantax.com
Alexandra LynnStreetCred PR for Avantax,
Inc.929-317-4240alexandra@streetcredpr.comavantax@streetcredpr.com