Avantax – a unique community within Cetera Holdings and a leader in tax-focused financial planning and wealth management – announced it welcomed independent financial advisor Andrew Erickson, CFP CEPA, founder of ClearGuide Wealth. Based in the Chicagoland area, Erickson transferred to Avantax after eight years with Edward Jones, where he had approximately $143 million in client assets under administration as of July 30, 2024.
Erickson joined Avantax because of its commitment to tax-focused financial planning. This allowed him to offer his clients a wider array of investment products and services.
Previously an Ivy League collegiate football player at Dartmouth College, Erickson was also drawn to Avantax by its spirit of teamwork.
Along with being a CFP certificant, Erickson holds the Certified Exit Planning Advisor (CEPA) credential from the Exit Planning Institute. And the CEPA curriculum is designed for financial professionals who want to effectively engage more business owners.
KEY QUOTES:
“Having more tools and flexibility and being able to give my clients a better experience compared to where I was before, that was my main reason for switching to Avantax. What sealed the deal for me is the relationship Avantax has with CPAs and Avantax’s deep understanding of how to work seamlessly with tax professionals including knowing what information is most valuable to them. I found that very compelling.”
“Avantax isn’t a small company, but they have a small-company feel where I know I can get on the phone and talk with any department head at any time. Having direct access to leadership and other key people at the Avantax Home Office was really impactful for me. Talking to other broker-dealers, I didn’t get that same feeling because at other firms everyone seemed so siloed.”
“CEPA was really interesting because it benefits me as I counsel business-owner clients, helping them get the most accurate business valuation possible. I also can help with the transaction when they sell, and how to handle proceeds, all of which helps the client get the most value possible for their company. Whether it’s advice on valuing and selling businesses or being as tax efficient as possible with retirement planning and investments, clients are always looking for an edge, and with Avantax I feel I can recommend a comprehensive path that is in the client’s best interest.”
- Andrew Erickson
“We’re thrilled Andy decided to join Avantax because he’s deeply committed to growing his practice while working with tax and accounting professionals, including those already affiliated with Avantax. Andy is a disciplined and proactive independent financial advisor, as exemplified by how he pursued the CEPA certification as another way of delivering the best possible client experience.”
- Laurie Stack, VP, Business Development
