Baytown, TX Office

Kyle Pledger is a CFP® professional with eight years of industry experience, currently serving as an advisor at Avantax Planning Partners, Inc. He has held roles at Cetera Wealth Services, Avantax Investment Services, and Davis & Associates CPA Firm, where he also provides support for financial planning and research. In addition to his advisory work, Pledger is involved with Integrated Tax and Wealth Strategies as a financial analyst and serves as an associate financial planner at BCOR Administrative Services, focusing on financial plan creation and client relationship management. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative arrangements with independent CPA firms and registered advisor representatives. The firm utilizes model-based style allocation strategies and discretionary portfolio management, supported by a structured investment process overseen by an Investment Advisory Committee.

Matthew Murch is a CFP® professional with 13 years of experience in financial advisory roles. He is currently affiliated with Avantax Planning Partners, Inc. and has held positions with multiple related firms including Cetera Wealth Services and BCOR Administrative Services. His other business activities include consulting and developing tax-smart strategies in collaboration with CPA firms. Avantax Planning Partners, Inc. offers portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm manages approximately $7.57 billion in assets and employs tax-intelligent strategies alongside discretionary account management supported by investment policy statements.

Brian Stephens is a CFP® and PFS™ credentialed advisor with 29 years of industry experience, currently affiliated with Avantax Planning Partners, Inc. He has held roles at Cetera Wealth Services, LLC and Integrated Tax and Wealth Strategies. Stephens also serves as a trustee and holds leadership roles in various family and community organizations in Baytown, TX. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm primarily operates through a network of CPA firms and registered advisers, utilizing tax-intelligent strategies and discretionary management with over $7.5 billion in assets under management.

Joseph Webster is a CFP® with four years of industry experience, currently serving as a financial advisor at Avantax Planning Partners, Inc. He has held roles at several affiliated firms including Cetera and BCOR Administrative Services LLC. Webster also works with CPAs to deliver client service and develop financial solutions. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm manages approximately $7.57 billion in assets for individuals, pension plans, charitable organizations, and businesses, utilizing tax-intelligent strategies and firm-designed style allocation models.