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Avantax Acquires Warner Finance, with $258 Million in Client Assets, Further Expanding Northeast Footprint of Avantax's Employee-based RIA

DALLAS, Nov. 02, 2021 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, has acquired Pennsylvania-based Warner Finance, with approximately $258 million in total client assets as of Oct. 11, 2021. The transaction expands the pre