Centennial, CPA firm

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Financial Planning and Wealth Management Services

At Watson Coon Ryan, we believe the best way to serve our clients is to provide value beyond traditional compliance services. We integrate our business and personal services to add value wherever and whenever we can. And because of our strategic partnership with Avantax Planning Partners the team at Watson Coon Ryan adds value to both businesses and individuals through holistic wealth management and financial planning services.

Who Is Avantax?

Avantax is a national wealth management firm that believes financial planning is best when financial strategies are paired with tax strategies. Therefore, Avantax works exclusively with CPA firms and their clients to develop comprehensive financial planning using the GPS program, which stands for Guidance, Planning, Strategies. After your financial plan is developed, together we coordinate investment, insurance, and retirement planning opportunities with tax planning advice. Avantax is1:

  • Recognized in Accounting Today’s Top Firms by AUM (2020)2
  • Recognized in Financial Advisor Magazine RIA Ranking (2020)3

Combining our firm’s tax expertise with the deep financial planning strength of the Avantax team, together we provide an integrated approach to everything we do - financial planning, asset management, tax planning, estate planning, business retirement plan services, business transition strategies, and more.

Adding Value Through Our Planning Program

Our planning tool visually lays out a long-term plan, looking at all the impacts of financial decisions. Known as GPS – which stands for Guidance, Planning, Strategy – the planning tool demonstrates how decisions like investing in your 401(k), selling a business, donating to charities, or plans for your estate impact your future. We’ll also look at strategies for reducing risk in your long-term plan. Watch the video below to learn how planning can truly impact your life.

A Distinct Adantage

  • Salaried Avantax employee advisors, also known as financial planning consultants (FPCs), to provide unique recommendations tailored to you*
  • Collaboration between Watson Coon Ryan and the FPC to help minimize potential tax exposure
  • An interactive planning program and process illustrates your entire financial picture
  • The Avantax Planning Partners Investment Advisory Committee provides oversight of all investment allocations

1 Rankings are not representative of any one client’s experience and are not indicative of future performance. Neither Avantax, its employees and its affiliates pays a fee to participate or be included in any rankings. (a) August 2020. Financial Advisor (FA) magazine’s 2020 RIA Survey & Rankings ranked RIA firms based on percentage of growth in AUM from the previous year. To be eligible, firms must be independent RIAs and file their own ADV statement with the SEC, provide financial planning and related services to individual clients, and have at least $50 million in AUM as of 12/31/2019. Awards are generally based upon information provided by the recognized advisor. (b) May 31, 2019. Accounting Today’s Wealth Magnets: The Top 150 Firms by AUM ranked CPA firms involved in financial planning by AUM. Candidates for the list must be CPA firms that have a financial planning practice (including subsidiaries and affiliates), and at least one of the financial planners in the practice must hold a CPA credential. AUM is as reported on our year-end 2018 Form ADV Part 1A filing. Awards are generally based upon information provided by the recognized firms. Firms submitted via survey, with the top 150 ranked by assets under management.

2 Accounting Today, Top Firms by AUM, June 2020 – ranked number 8 with $4,052,385,016 in AUM


3 Financial Advisory Magazine, RIA Survey and Rankings, August 2020- ranked number 92 with $4,052,380,000 in AUM


*Financial planning consultants (FPCs) do receive commissions on broker/dealer and insurance transactions.


Avantax WM HoldingsSM is the holding company for the group of companies providing financial services under the AvantaxSM name. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Watson Coon Ryan. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.