Moorman, Harting Financial Services, Ltd. Achievements Recognized by Avantax at Elite Event in Banff, Canada
Representatives from Moorman, Harting Financial Services, Ltd. were celebrated as Elite Financial Professionals of Avantax during the invitation-only Avantax Elite Summit 2025 in Banff, Alberta, Canada. Avantax is a community of tax-focused financial professionals within Cetera.
The small contingent of independent Avantax financial professionals invited to the Avantax Elite Summit, held June 1-4 at the Fairmont Banff Springs, was recognized for their exemplary commitment to serving their clients and overall business achievements from the previous year. They also had the opportunity to network with other leading firms in the Avantax Community and to meet with Avantax and Cetera leadership.
Avantax firms such as Moorman, Harting Financial Services, Ltd. are committed to changing clients’ lives by building trusted relationships and delivering the tax-focused financial planning and wealth management their clients need as they navigate their financial journey.
“Each year we look forward to our Elite Summit to celebrate the successes of our Avantax financial professionals and their teams,” said Avantax Community Leader Clint Brookshire. “This coveted experience is more than just a celebration – it’s a testament to the excellence, dedication and leadership our top-producing firms demonstrate every day. In the stunning setting of Banff, we were honored to recognize these outstanding financial professionals whose commitment continues to help shape the future of our unique tax-intelligent Community while being an example for our entire industry to follow.”
About Avantax®
Avantax, a unique community within Cetera Holdings (“Cetera”), delivers tax-intelligent wealth management solutions for financial professionals, tax professionals and CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-intelligent financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model and the employee-based model. Avantax refers to its independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors and offers its services through its registered broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, registered investment advisor (RIA), Avantax Advisory Services, Inc., and insurance agency subsidiaries. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA, insurance agency, and affiliated broker-dealer, Avantax Investment Services, Inc., and partners with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services. Avantax is a wholly owned subsidiary of Cetera Holdings, which refers to Aretec Group, Inc. For additional information, please visit www.avantax.com.
