Public Accounting Firm Topel Forman Affiliates with Avantax Planning Partners for Wealth Management and Financial Planning Services
27 Settembre 2022 - 3:15PM
Accounting firm Topel Forman L.L.C. has affiliated with Avantax
Planning Partners℠, Avantax’s employee-based RIA (registered
investment advisor) to provide comprehensive tax-focused financial
planning and wealth management services to clients. Based in
Chicago, Topel Forman is a full-service, 120-person public
accounting firm whose services include tax, audit and advisory.
Topel Forman chose to affiliate with Avantax
because of its proven track record working with accounting firms,
the firms’ similar cultures, and because Topel Forman viewed
partnering with Avantax as the most optimal and efficient way of
introducing financial planning and wealth management services to
their clients.
“Wealth management really is the next logical step
in enhancing our client relationships and delivering value to
clients for a firm like ours, and while we considered creating it
on our own, we’ve seen the difficulty other firms had trying to do
it, so we thought, what better way than having a partner with a
system that’s been proven successful in our industry,” said Topel
Forman Partner Robert Naselli. “During our due diligence I spoke
with plenty of people, including accounting firms already working
with Avantax Planning Partners. To us, with Avantax’s robust back
office, the tried-and-true systems in place, and all the
back-office support they have, it just made sense for us.”
Avantax Planning Partners was born from a CPA firm,
working almost exclusively with accounting firms nationwide. The
company provides a turnkey financial planning and wealth management
model, honed during the past 30 years, to accounting firms
nationwide.
“Topel Forman is a terrific fit with Avantax
Planning Partners because, like us, they want to continue
delivering great value to their clients, always keeping clients at
the forefront, now in an advisory model,” said Louie Rosalez,
President of Avantax Planning Partners. “As with all our
affiliates, a devoted and experienced Avantax planning team backed
by our significant back-office capabilities will support Topel
Forman as they help clients make the most important decisions of
their financial lives.”
Despite having upwards of 120 staff and partners,
Naselli said the independent firm has kept its family feel while
growing. Topel Forman provides high-level talent and expertise
clients expect from a larger firm while maintaining a boutique
firm’s accessibility and collaboration where partners work with
clients every day.
“Topel Forman and Avantax align so incredibly well
when it comes to culture, business strategy, and how we serve our
clients and business partners,” said Todd Mackay, President of
Wealth Management at Avantax. “Avantax presents a significant value
to accounting firms looking to provide financial planning and
wealth management services because we understand how accounting
firms work and how they serve clients, and we have the tools,
knowledge and decades of experience to partner with them
seamlessly, and that puts Avantax in a class by itself.”
Naselli echoed Mackay’s viewpoint, saying: “We
wanted to add financial planning and wealth management because we
want to keep building on the trusted relationships we have with our
clients. We see more value in adding holistic planning so we can
continue to be our clients’ most trusted advisor – for Topel
Forman, this is a natural progression in the client
relationship.”
About Avantax Wealth
Management®Avantax Wealth Management® is a leading U.S.
independent broker-dealer that provides tax-focused wealth
management solutions for Financial Professionals, tax
professionals, CPA/accounting firms and their clients. Avantax
Wealth Management works with a nationwide network of Financial
Professionals who operate as independent contractors, and provides
them with an integrated platform of technical, practice,
compliance, operations, sales, and product support tools that
enable them to offer tax-advantaged planning, investing, and wealth
management services to their clients. The wealth management segment
of Blucora, Inc. (NASDAQ: BCOR), which includes the Avantax Wealth
Management® and Avantax Planning Partners℠ brands, had a collective
$77 billion in total client assets as of June 30, 2022. For more
information, please visit us at www.avantax.com or on LinkedIn and
Facebook.
About Avantax Planning
Partners℠Avantax Planning Partners℠ is an employee-based
RIA (registered investment advisor), insurance agency, and wealth
management business that partners with CPA firms to provide their
consumer and small-business clients with holistic financial
planning and advisory services, as well as retirement plan
solutions through Avantax Retirement Plan Services. Avantax
Planning Partners and CPA firms help clients pursue their financial
goals through strategies such as asset management, estate planning,
retirement planning, tax planning, risk management and more. The
wealth management segment of Blucora, Inc. (NASDAQ: BCOR), which
includes the Avantax Planning Partners℠ and Avantax Wealth
Management® brands, had a collective $77 billion in total client
assets as of June 30, 2022. For more information, please visit us
at www.avantax.com or on LinkedIn and Facebook.
Media Contacts:Tony Katsulos
Avantax(972) 870-6654pr@avantax.com
Kendra GalanteStreetCred PR for Avantax(402)
740-2047kendra@streetcredpr.com avantax@streetcredpr.com
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