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Difference In Our DNA

A Tax-Centered Approach since we began in 1973

Our Process


Our History


Our Values

Trusted Advice for Over 50 Years

From Tax & Accounting Grew Wealth Management

Established in 1973 as a tax and accounting firm, Antos Advisors expanded into wealth management services in 1988.

Ripples into Waves

We recognize the significant role that taxes can play in your financial situation and help you understand how it can change throughout your lifetime.

Holistic Approach

We provide professional tax planning advice in conjunction with every financial recommendation we make.

Empowering Growth

With us, you'll be able to take a more active role in your own finances and become a true partner in your financial journey with us.

Our Tax Background : Invaluable

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. Many financial planners take a passive approach to taxes when designing financial strategies and defer to outside tax professionals.

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!

Professional, Comprehensive Financial Planning

Since we first opened our doors as a tax and accounting firm, 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. At Antos Wealth Advisors, we specialize in comprehensive financial planning, analyzing your debts and assets, risk tolerance, lifestyle, goals, tax situation, and many other factors that influence your long-term financial outlook.

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.

Explore Our Services

Full-service Tax & Wealth Management Firm

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.

Visit Our Accounting & Payroll Website

Diving Deeper into Antos Wealth Advisors

Full Suite of Services

Full Suite of Services

Lifetime of Licensed Experience

Lifetime of Licensed Experience

How Diversification Hurts

How Diversification Hurts

Discover the benefits of a Single Trusted Financial Professional


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Learning = Growth

Learning = Growth

Take a more active role in your own finances and partner wiht us on your financial journey.


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Resources

A wealth of resources to enjoy at your leisure.

Image for Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Experience The Difference

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These resources are for informational purposes only and is not a replacement for real-life advice. You are encouraged to speak with one of our advisors or your tax, legal, and accounting professionals before modifying any part of your overall tax strategy.