Avantax Welcomes Financial Advisor Bob Ervolina and his New York-based Lifetime Wealth Management Group
11 October 2023 - 12:15AM
Avantax®, a leader in tax-focused financial planning and wealth
management, welcomes Bob Ervolina, J.D., Certified Wealth
Strategist®, and his Lifetime Wealth Management Group, near
Buffalo, NY.
Ervolina transferred to Avantax from Securities
America, a broker-dealer of Osaic (formerly Advisor Group) because
he wanted to be part of a close-knit community of financial
advisors and tax professionals.
“I found the ease of doing business with Avantax
attractive, and I really like their CPA network. Even though I’ve
only been on board since August, the move to Avantax has been
beneficial already,” Ervolina said. “Avantax quickly introduced me
to a CPA here locally, and we’re getting to know each other. It’s
still early and we’re developing a relationship which is key
because CPAs need to like and trust you if they’re going to make
referrals, and we absolutely embrace that process.”
Joining Ervolina in his move to Avantax is
financial advisor Nick Beckman.
In welcoming Ervolina, Tim Stewart, VP, Head of
Business Development at Avantax said; “Bob is a seasoned
independent financial advisor who is deeply committed to building
long-lasting relationships with clients and CPAs alike. He puts in
the work needed to create a valuable legacy in this business.”
Connecting financial advisors with CPAs and
accounting firms is a core tenet of Avantax. In fact, 20 years ago,
Avantax created its Strategic Partnership Program, pairing
Avantax-affiliated tax and financial professionals to deliver
wealth management services to the tax professional’s clients.
“Financial Professionals eager to partner with our
network of tax professionals are transferring to Avantax in record
numbers and many are seeing accelerated growth through our
Strategic Partnership Program,” said Todd Mackay, President,
Avantax Wealth Management. “Clients want financial planning and
investment advice given through the lens of tax, and Avantax’s
platform, technology, service and Home Office support are designed
to support tax-intelligent financial planning.”
Tax and financial professionals can learn more
about Avantax by clicking here.
About Avantax® Avantax, Inc.
(NASDAQ: AVTA) delivers tax-focused financial planning and 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
Avantax Wealth Management®. Avantax 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
Avantax Planning Partners℠. Avantax 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 $83.8 billion in total client assets as of June 30, 2023. For
additional information, please visit us at www.avantax.com. You can
also find us on LinkedIn.
Media Contacts:Tony Katsulos
Avantax, Inc.(972) 870-6654tony.katsulos@avantax.com
Kendra GalanteStreetCred PR for Avantax, Inc.(402)
740-2047kendra@streetcredpr.com avantax@streetcredpr.com
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