Align your finances with your faith.

Get financial planning, estate planning and tax planning from professionals who share your Islamic values. Let us be your personal CFO.

Fact: Most affluent investors want their financial advisor to have tax knowledge and to be able to guide them with tax-efficient strategies. That’s for good reason: Tax-efficient investing strategies are a great way to help you keep more of what you make.

An Azzad financial advisor can:

  • Work with you to avoid the negative tax surprises that can happen when your investments are not optimized for taxes.
  • Help you consider tax ramifications of investment strategies before implementation.

We help you be smart about taxes

From choosing the right account type for your investments to strategically harvesting gains and losses, an Azzad advisor can help you be smart about taxes. And paying less in taxes can mean increasing your returns over the long term.

Tax Planning

Our advisors have experience in tax planning.

Portfolio

We help structure your portfolio to balance growth with tax savings.

Investments

We work with you to determine which investments make the most sense for your tax situation.