Taxes often represent a significant percentage of Americans’ annual expenses. For some people, as much as 30% of their income will go to taxes each year. And yet, many financial planners take a passive approach to taxes when designing financial strategies.

At Antos Wealth Advisors, we recognize the significant role that taxes can play in your financial situation throughout your life. That’s why we believe in a tax-centered approach to financial planning, providing professional tax planning advice in conjunction with every financial recommendation we make. We help you to understand how your assets impact your taxes, how to plan for taxes in your retirement, and how to manage your income and assets to minimize your tax obligations.

With proactive tax planning, we can help our clients save thousands of dollars every year. Contact us today to learn more about creating a customized financial plan for you!

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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.

Our History