Daytona Beach, FL Office

Advanced Tax & Investments, Inc. provides personalized financial planning and discretionary investment management for individuals, high‑net‑worth clients, and business entities, offering portfolio management, Unified Managed Account (UMA) solutions, and both coordinated and targeted financial plans. The firm also integrates tax preparation, tax compliance and resolution, and payroll services into its broader service offering.

The firm documents client objectives and risk tolerance through a profile questionnaire and an Investment Policy Statement, and constructs portfolios using a mix of technical, quantitative, and fundamental analysis and model asset allocations that are monitored on an ongoing basis. ATI may use third‑party money managers and UMA overlays, and its disclosure materials were recently updated to address political risk and the use of AI tools in client services and risk management.

Compared with many peers, ATI combines advisory services with accounting and tax practice capabilities and maintains accounting expertise in its advisory platform, and its associated persons are licensed to sell life, health, and fixed‑annuity insurance products. Those tax/accounting affiliations and insurance activities—each disclosed in the brochure—differentiate the firm from most supported peers and can create potential conflicts of interest that the firm identifies in its disclosures.