Read about Avidian’s acquisition of Equistar Wealth Management and our unparalleled client service in Austin here.

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Avidian Wealth Solutions

Secure Your Wealth.
Simplify Your Life.

A boutique family office experience designed for founders, executives, entrepreneurs and families. A fiduciary partnership for foundations and endowments.

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Billion in client assets under management *

*AUM based on AWS current FORM ADV

Financial professionals

Years of success

TOP 2%

Avidian ranks as one of the Best Financial Advisory Firms in the nation*

*USA TODAY and Statista 2023 and 2024 Market Research

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Our optimized approach to wealth management

At Avidian, we do more than manage your money, we provide a suite of wealth planning solutions throughout your financial life.







Investment management

The goal of an 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, tailored vetting and assembly of diverse investment opportunities
  • Monitoring, reallocation, and trading to maximize gains and minimize risk
  • Access to private offerings*

Learn more about our investment management strategies.
*For qualified clients only

Schedule a conversation

Whether you’re seeking guidance on investments, advice on protecting your assets, or are simply looking for proactive counsel, our team is here to help.

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Who we serve

Senior couple signing financial planning agreement

Individuals and families

From investment planning and asset protection to tax strategies and charitable giving, our advisors can provide solutions tailored to your wealth needs.

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Business owners and executives

With the support of our seasoned advisors, together, we can develop tax strategies and investment plans to protect and grow your business wealth. We offer solutions tailored around the unique needs of entrepreneurs and executives.

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Pre- and post- retirees

Whether you’re nearing retirement or planning for it, our team has the experience and expertise needed to provide strategic advice, helping you make the most of your retirement income. We can assist you in reducing your overall tax burden and creating a diversified portfolio designed to provide you with financial stability during your retirement years.

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The Avidian difference

Avidian offers executives, entrepreneurs, and families a modernized approach to wealth management. Our multidisciplinary team and boutique family office experience are designed to help you optimize and secure what you’ve built — from your wealth to your business and beyond — all while working to limit complexity.

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We operate with honesty and integrity, so you always know what to expect from us. Trust is the key to success and we strive to build upon that while keeping our focus on your goals.

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Our financial planning and investment management processes are highly structured so that all factors facing investors are fully vetted and considered when selecting appropriate strategies.

Avidian Wealth Solutions


We take risk management seriously, striving to assist our clients in prudently addressing the various risks facing investors including, principal, longevity, purchasing power, and volatility.

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We build strong working relationships through open communication and commitment. Our goal is to create a lasting partnership with you and your family over market cycles and generations.

Explore market insights

From measured articles to in-depth analysis of the issues affecting the market in our weekly video series, our team offers their perspectives on current events, market fundamentals, and more.

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Avidian Wealth Solutions

Boutique family office

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Schedule a conversation

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

Wealth Management in Houston

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Avidian Wealth Solutions is home to an award-winning, multidisciplinary team of financial advisors and professionals in Houston, including MBAs, CFPs, CFAs, CEPAs, and more. Our boutique family office experience in Houston is designed to help high-net-worth individuals, families, entrepreneurs, founders, executives, energy professionals, physicians, and more optimize their financial lives so that they can focus more on the things that matter to them.

When you choose Avidian, you’re choosing fiduciary wealth management in Houston that puts your interests first. Our Houston wealth management services include financial planning, retirement planning, tax planning, and more. Ready to get started? Contact us today to schedule a conversation with one of our advisors.

Wealth Management in Austin

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Avidian Wealth Solutions offers a suite of Austin wealth management services delivered by a multidisciplinary team of financial professionals, including MBAs, CFPs, CFAs, CEPAs, and more. Our suite of services has been curated to meet the complex needs of high-net-worth families, entrepreneurs, executives, tech professionals, physicians, and more.

Our boutique family office experience in Austin is designed to help you optimize your wealth through services like financial planning, investment management, tax planning, retirement planning, and more. Ready to get started? Contact us today to schedule a conversation with one of our advisors.