“AT AVIDIAN, WE DO MORE THAN MANAGE YOUR MONEY, WE PROVIDE COMPREHENSIVE WEALTH PLANNING SOLUTIONS.”
20years of success. Founded in 2003.
66Financial Professionals
$4Billion Client Assets under management
Featured In
The Avidian business model is designed to simplify the complexities that come with wealth.
Client & Avidian Team
The Avidian Way
Financial Planning
As a high-net-worth individual, we understand that your financial needs are unique. As such, we offer tailored solutions designed to meet your individual objectives, mitigate risks, provide ongoing review and asset management, and track progress toward your goals.
How we help:
Tax-sensitive strategies
Cross-team coordination with your existing attorneys, accountants, and advisors
A fiduciary commitment to acting solely in your best financial interest
With the right tax strategies, high-earning individuals and business owners can significantly reduce their taxable income. Our team can help you make strategic investments, take advantage of applicable deductions and credits, and apply strategies to minimize your overall tax liability.
While risks are unavoidable, we can help you understand the risks associated with each area of your financial plan and establish risk management strategies to mitigate them. We use state-of-the-art technology and a time-tested approach to stay abreast of market conditions and trends and take an active role in managing your financial risks.
High-net-worth estate planning is a critical component of financial security for individuals with significant assets. We help you take advantage of strategies such as trusts, asset protection, and charitable giving while staying on top of tax law changes to protect your hard-earned assets when transitioning them from one generation to the next.
How we help:
Reviewing and updating wills, trusts, and other documents
Confirming and coordinating beneficiaries
Direct collaboration with your legal and accounting teams
The goal of any investment portfolio is to generate a return that exceeds the risks taken. Our multi-disciplinary team of financial professionals has a deep understanding of investments, markets, and risk management strategies that help protect and grow client wealth over time, working to achieve positive outcomes while managing risk exposure appropriately.
How we help:
Thorough vetting and assembly of diverse investment opportunities
Meticulous monitoring, reallocation, and trading to maximize gains and minimize risk
Founded in 2003, Avidian is an independent wealth management firm that takes a holistic approach in providing solutions for our clients. Our professional team includes Certified Financial Planners®, Certified Public Accountants, MBAs, Attorneys, and Chartered Financial Analysts.
We collaborate as a team with you and your trusted network of professionals to ensure that all aspects of your finances are coordinated and working in line with your goals. Our engagement process is designed to help you make informed and confident decisions in the areas of financial planning, estate planning, tax strategies, risk management, and investment management.
Resources
5 Crucial Questions For Your Retirement
5 Crucial Questions For Your Retirement
We are happy to provide our guide on how to successfully prepare for, begin, and navigate through retirement.
We work in your best interest with transparency in every aspect of our relationship. Trust is essential in a solid and productive client-to-professional relationship, and our goal is to continually build on that foundation while maintaining a steadfast focus on your goals.
Avidian Wealth Solutions is defined by three primary qualities:
CONSERVATIVE
Risk Management is an important component of our financial planning and asset management process. We strive to assist our clients in prudently addressing longevity, purchasing power, volatility, and principal risks.
DISCIPLINED
Our financial planning and investment management processes are structured to ensure that all factors facing investors are fully vetted and considered when selecting appropriate strategies.
DIFFERENT
Creating unique solutions around every unique client, we focus on your best interest at all times.
Get the Market Lowdown – Join Avidian president Michael Smith and learn the latest on inflation, geopolitical events and stock market reactions, rising interest rates, and more.
Scott’s Solution Center – Join Scott Bishop, the Executive Director of Wealth Solutions as he discusses estate planning, business succession, investment and retirement strategies, and more.
Meet the Avidian Team – Get to know our team of advisors to gain the best advice in asset management, debt management, risk management, taxation, and wealth transfer.
