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Carpenter Financial Services Receives Recognition as a Top Affiliate of Avantax Wealth Management

Carpenter Financial Services Receives Recognition as a Top Affiliate of Avantax Wealth Management

February 18, 2022
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Carpenter Financial Services has been recognized as one of the top affiliates of Avantax Wealth Management®, a leader in tax-advantaged financial planning. Only a handful of Avantax’s more than 3,000 affiliates are awarded this designation, and invited to attend the Avantax Elite Summit, where firms are recognized for their extraordinary client service and business achievements, network with other top firms in the Avantax Community, and have ample opportunity to meet with Avantax senior leaders.

“Our success is contributed to the wonderful clients we serve,” said Joe Carpenter, CRPC, CFS®, CSA. “As a top Avantax firm, we are eager to continue providing best-in-class products and services as well as have opportunities to participate on industry committees and councils and stay on the leading edge of trends and changes in our industry.”

“We are thrilled to be recognized as a leading firm within the Avantax community,” said Sam Carpenter, MS CFP® CPA/PFS CSA. “Our clients have helped us get to where we are today by challenging us to discover multi-faceted solutions to meet their growing financial needs and we contribute our firm’s success to our consistent, tailored approach to financial planning.” 

Elite, top-producing Avantax firms like Carpenter Financial Services exemplify the strengths and value of the Avantax Community, a large network of like-minded tax and financial professionals who collaborate and grow together.

“The exceptional service our elite firms provide to their clients epitomizes the Avantax mission to provide clients tax-advantaged investment solutions, innovative technologies, and tax-inclusive financial planning,” said Todd Mackay, President of Avantax Wealth Management®.  “It’s not easy to achieve what our top firms have; it takes a never-ending commitment to do what’s best for clients while being able to look into the future and anticipate client needs and the changing industry landscape so clients receive the best possible advice, which comes from marrying tax and financial planning, like only Avantax and its affiliates can.”