US Edition
Avantax Acquires Assets of WealthCare Financial with Approximately $180 Million in Assets Under Administration
- On May 15, 2025, Avantax acquired the assets of Indianapolis-based WealthCare Financial Group LLC, established in 1997.
- Jeffrey Watson, CFP, who founded WealthCare in response to demand for independent tax-smart planning, evaluated succession options before deciding to stay with Avantax.
- Two WealthCare staff joined Avantax Planning Partners as employees while continuing to operate from Indianapolis, deepening the firms' partnership to ensure consistent client service.
- As of February 28, 2025, WealthCare managed approximately $180 million in assets, and Watson emphasized that providing excellent service to clients is both the primary focus and the most fulfilling part of the business.
- This acquisition expands Avantax’s services by leveraging its tools and supports bright career paths for WealthCare employees within the Avantax community.
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Temple Daily Telegram+31 Reposted by 31 other sources
Avantax Acquires Assets of WealthCare Financial with Approximately $180 Million in Assets Under Administration
Tax and financial planning firm deepens partnership with Avantax to help ensure a consistent experience for clients and positive futures for employees
Coverage Details
Total News Sources33
Leaning Left0Leaning Right1Center13Last UpdatedBias Distribution93% Center
Bias Distribution
- 93% of the sources are Center
93% Center
C 93%
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