“AT AVIDIAN, WE DO MORE THAN MANAGE YOUR MONEY, WE PROVIDE COMPREHENSIVE WEALTH PLANNING SOLUTIONS.”

  • 18years of success.
    Founded in 2003.
  • 52Financial
    Professionals
  • $3.2Billion Client Assets
    under management

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 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

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

Retirement Survival Guide
Layoff Survival Guide

Retirement Survival Guide

We are happy to provide our guide including planning items to consider to survive and thrive in retirement.

Download Now

Layoff Survival Guide

8 tips to help you better protect yourself and your family in the event of a layoff.

Learn More

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

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Podcast

An honest discussion about strategies to help you make informed financial decisions to create and maintain financial independence. Luke Patterson
Luke Patterson CEO, CIO
LET'S TALK