Tax Advantage Advisors, Inc.

Tax Advantage Advisors serves primarily individual "main street" clients while also working with businesses and trusts, providing fee-for-service financial planning and ongoing asset management. Its services include asset management, variable annuity/variable life sub-account management, retirement and college planning, qualified plan subaccount and employee benefits analysis, and as‑needed financial consultations.

The firm gathers clients’ financial information and risk tolerances, then implements model-based asset allocations with ongoing monitoring and trade execution through institutional custodians. Investment selections typically rely on mutual funds and ETFs with an emphasis on diversification and execution quality; the firm generally avoids long-term use of leveraged sector funds but may use limited leveraged bond funds or signal providers when managing sub-accounts.

Noteworthy for a solo independent adviser, the firm provides portfolio management for business- and trust-type clients and performs qualified plan subaccount analysis and discretionary exchanges of variable contract sub-accounts—services that are less common among independent one-advisor firms. The adviser manages approximately $67.9 million in client assets, uses an institutional brokerage relationship for custody and execution, and discloses outside insurance sales and referral arrangements that may create additional conflicts of interest for prospective clients to consider.