“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

Client & Avidian Team

The Avidian Way

  • Estate Planning

    Few things are as personal as the legacy you leave behind. That’s why our fiduciary firm provides a family office-style environment for you to develop a tax-sensitive wealth transfer plan designed to make your family and charitable gifting goals a reality.


    How we help:

    • Reviewing and updating wills, trusts, and other documents

    • Confirming and coordinating beneficiaries

    • Direct collaboration with your legal and accounting teams

  • Tax Strategies

    Don’t let taxes eat away at what you’ve built. Across our financial services, Avidian maintains a tax-sensitive approach designed to help you maximize future income, protect your assets, and optimize your contribution and distribution strategies as you plan for a sustainable financial future.


    How we help:

    • Developing IRA and Roth IRA funding strategies

    • Tax-efficient retirement income planning

    • Strategic reviews of current tax returns

  • Risk Management

    Conservative risk management practices and principles define our approach to wealth management. Avidian helps clients implement protective strategies for more resilient portfolios, and develop customized plans to help you and your family weather the unexpected.


    How we help:

    • In-depth portfolio risk assessment and mitigation

    • Cash flow analysis and strategy development

    • Analyzing and optimizing your insurance coverage

  • Investment Management

    Avidian applies time-tested investment fundamentals within our conservative approach, designed to make the most of both passive and active investment vehicles for superior returns and below-average volatility. Our process is rigorous, repeatable, transparent, and executed to match your objectives and goals.


    How we help:

    • Thorough, tailored vetting and assembly of diverse investment opportunities

    • Meticulous monitoring, reallocation, and trading to maximize gains and minimize risk

    • Access to private offerings

  • Financial Planning

    Avidian’s comprehensive approach to high-net-worth financial planning is built around transparency and personalization. We leverage time-tested fundamentals and state-of-the-art technology to deliver coordinated, cost-effective strategies to meet your specific financial goals and timeline.


    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

Complimentary Portfolio Audit

Our conservative approach to wealth management is built to help our clients thrive through even the most turbulent market conditions.

Curious where you stand today? Schedule a meeting with our team and put your portfolio to the test.*

*Complimentary Portfolio Audit available only to those with $1m or more in investable net worth.

About Avidian

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.

The Avidian Team

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.

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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.

Articles

Year-End Tax and Financial Planning Ideas posted Nov. 14th, 2022 by Scott A. Bishop, MBA, CPA/PFS, CFP® and Michael Churchill, CPA/MSPA

Updated November 14th, 2022 2022 for many has been a challenging year in terms of…

Business owner leading a meeting about how to save for retirement
How to Save For Retirement as a Small Business Owner posted Mar. 23rd by Avidian Wealth Solutions

As a founder and entrepreneur, saving for retirement is an important step in ensuring your…

Still life painting of fruit
Is Investing in Art a Good Idea? posted Mar. 21st by Avidian Wealth Solutions

Is investing in art a good idea? Investing in art can be a good idea…

Hands holding the keys to a house with an orange house keychain
Investing in Real Estate vs. Stocks: Which Is The Better Investment? posted Mar. 16th by Avidian Wealth Solutions

When it comes to investing, there is a constant debate between investing in real estate…

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tablet screen showing Avidian's YouTube channel

Join Us on YouTube

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.

link to Avidian Wealth youtube channel

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Luke Patterson
Luke Patterson CEO, CIO
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