Kubicek Financial Services

The journey for Kubicek Financial Services began 35 years ago as a public accounting practice and has now expanded into a multi-generational family business offering full-spectrum financial solutions. Our decades of tax and accounting experience serves as our foundation and we pride ourselves on bringing a personal, familiar approach to an increasingly impersonal industry and world. With our clientele ranging from individuals to entities of all types and sizes, we have firsthand experience of the unique challenges that confront them in their quest to accomplish their goals. We strive to provide financial services without the fluff. As a company rooted in family and with our personal experience growing a business, we aim to build a relationship with every client in such a manner that they see us as an extension of their family.  

From a financial planning perspective, our origin in tax and public accounting has highlighted the fact that every investment decision is also a tax decision. It was this realization that began us on our journey to expanding the business to not only provide wealth management solutions to our clients, but full picture, complimentary financial services. When we set out to do so our primary concern was being able to provide real value to our clients while also having the infrastructure necessary to meet any and all needs that may arise. It was with that goal in mind that we began our affiliation with Avantax.  

Avantax is a company started in 1983 with one CPA that wanted to provide investment advice to clients. It has since grown into a formidable organization now serving over 3,000 financial professionals nationwide - specializing in helping public accounting firms add wealth management services to their business. In this capacity they act not only as our broker-dealer through their association with Fidelity subsidiary National Financial Services, but they also provide our business with dedicated back-office support. This allows us to leverage their years of industry knowledge, institutional relationships, and teams of specialists to bring a degree of expertise at the same elevated level of care that our clients have come to expect from us. The end result is a unique experience normally reserved for much larger firms at a significantly lower entry point.