Our Mission

We’ve made it our mission to help our clients become better educated in managing their finances, and help them avoid common and costly financial mistakes. Over time, we believe that careful financial and tax planning can improve lives—one individual at a time.

Providing Trusted Advice for over 50 Years

Antos Advisors was established in 1973 as a tax and accounting firm, and expanded into wealth management services in 1988. Since we first opened our doors, we’ve been providing knowledgeable and ethical advice to our clients, with a long-term outlook and personalized approach to finances.

To this day, we remain a family-owned and -operated business, and maintain our commitment to creating personal connections with every client. As fiduciary financial advisors, we’re committed to always put your needs first; we measure our success, not by sales numbers or profit margins, but by your own financial health and wellbeing.

Our broker-dealer, Cetera Financial Specialists, executes trades on our clients’ behalf. This allows us to always recommend the financial solutions that suit your needs—with no sales quotas or proprietary products to worry about. Their industry-leading network of independently managed broker-dealers provide us with essential support in pursuing your unique goals and vision for the future.

At Antos Wealth Advisors, your goal are our goals, and we’ll do whatever we can to help you reach them.

Our History

Our roots go back to 1973, when Theodore W. Antos, Jr., established Antos Advisors. At the time, we were a small tax and accounting firm, and Theodore often relied on his two sons, Jeffrey and Timothy, to perform odd jobs around the office. Fifteen years later, in 1988, Jeffrey took over his father’s firm, expanding it into comprehensive wealth management services, and was soon joined by his brother, Timothy. Antos Wealth Advisors is now a full-service tax and wealth management firm, committed to helping people pursue their financial goals—whatever they may be.

Our history as a tax firm gives us a unique ability to incorporate tax planning into all of our financial planning services, providing a more complete picture of your finances. We aim to use our knowledge and experience to become your long-term, trusted partner for all of life’s major financial decisions.

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Meet the Wealth Management Team

Meet the financial professionals that make up Antos Wealth advisor. Learn how we can best help you and your family navigate financial hurdles.

Meet the team

Services Designed to Move You Forward

Discover the full range of solutions we provide by exploring our comprehensive Services page. Learn how our team can support your goals with tailored, high‑quality offerings.

How We Help

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Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

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