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Schmerling Financial Group Recognized as Avantax Elite

Schmerling Financial Group Recognized as Avantax Elite

February 17, 2022
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Schmerling Financial Group 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 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.

“We are honored to receive this designation and be named a top-producing firm for 2022,” said Neil Schmerling, PFS, CFP®, owner and wealth management advisor. “Being named one of the "Avantax Elite" is an honor and reflection of the trust our clients have in us.”

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

“As a top Avantax firm, we will continue to provide best-in-class products and services as well as stay on the leading edge of trends and changes in our industry,” said Joey Schmerling, CPA, CFP®.

“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 doing 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.”