Vento Tax & Wealth Management Group was founded in 1985 by John J. Vento, CPA, MBA, CFP®. The firm is rooted in a deep understanding of taxation and the impact taxes play in helping clients achieve their goals. Originally, it focused on delivering tax and accounting services exclusively but quickly evolved to offer more comprehensive financial solutions to clients.
In 1987, John J. Vento became securities licensed and affiliated with Avantax, the national broker-dealer that pioneered Tax-Smart Investing™ (formerly known as HD Vest). This allowed the firm to offer expanded financial planning and investment management services to clients, and the Vento Tax & Wealth Management team grew to accommodate clients’ needs.
John J. Vento, Jr. joined the practice in 2017 and became partner in 2022. Today, the firm employs more than a dozen financial professionals, including certified public accountants, enrolled agents, and CERTIFIED FINANCIAL PLANNERS™.
President & CEO of Vento Tax & Wealth Management Group
John J. Vento, CPA, MBA, CFP® is the firm’s president and founder. He is the acclaimed author of Financial Independence (Getting to Point X): An Advisor’s Guide to Comprehensive Wealth Management, which showcases the...
Vice President of Vento Tax & Wealth Management Group
John J. Vento Jr., CPA has been working at our firm for the past 14 years and came on board full time 5 years ago after working for PricewaterhouseCoopers LLP for 3 years...