TAX ADVANTAGE ADVISORS, INC.

Overview

Tax Advantage Advisors, Inc. is an independent registered investment adviser operating as a corporation under individual ownership. Its client focus is individuals and families, and the firm provides financial planning, portfolio management for both individual/small business and institutional/business clients, and selection of third‑party advisers. Fee arrangements are flexible and include percentage of AUM, hourly charges, fixed fees and other structures, which suggests they tailor engagements to client needs and complexity. Investment activity centers on managed public fund strategies rather than concentrated single‑stock bets. The firm acts as a capital allocator, blending third‑party fund manager usage with direct mutual fund sleeves and separately managed accounts. It is not positioned as an ESG investor and does not operate as a multi‑state or newly formed adviser; pension consulting and related‑adviser arrangements are not a stated part of the business.

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Location & Offices