Brothers Sam and Joe Carpenter, have been named to the Avantax Wealth ManagementSM Premier Advisors’ Forum, which recognizes the top 75 financial professionals out of more than 3,000 across the country affiliated with the national broker-dealer.
Carpenter Financial Services has been locally owned and operated since its founding as an accounting firm in 1953. To help clients build the foundation for long-term financial security, the firm began offering investment and advisory services to clients through its affiliation with Avantax Wealth ManagementSM in the late 1980s. With more than 10 employees on staff today, Carpenter Financial Services specializes in retirement planning and helping clients in more than 25 states understand their financial opportunities.
“Avantax is an important component of our – and our clients’ – success because it provides the technology, insights and collaboration to ensure Johnstown residents have access to quality financial advice that would hold up anywhere in the country,” said Joe Carpenter, financial advisor and co-owner of Carpenter Financial Services.
“The Premier Advisors’ Forum allows us to provide feedback and influence within our broker dealer to ensure our clients’ needs continue to come first,” said Sam Carpenter, financial advisor and co-owner of Carpenter Financial Services. “It also places us among an elite network of peers, so we can evolve our financial strategies to always be best-in-class.”
Headquartered in Dallas, Texas, Avantax Wealth ManagementSM is the combination of former HD Vest and 1st Global broker dealers. With a unique focus on tax-smart investing, it equips financial professionals across the country to deliver comprehensive financial advice to clients in their local communities.