Retired couple at the beach

We help high-net-worth individuals and families successfully retire.

Whether you’re planning ahead for your ideal retirement or you’re about to turn 65 and have concerns about your current strategy, Avidian’s fiduciary financial advisors are here to bring you peace of mind — helping you create a retirement plan that accounts for and protects your financial future.

Are you asking the right questions about retirement?

1.
Am I ready to retire?
2.
What could go wrong in my retirement?
3.
What can I do about these retirement risks?
4.
How am I going to pay for retirement?
5.
When and who will I go to, to get help?

If you weren’t sure how to answer any of these questions, a fiduciary advisor from Avidian Wealth Solutions can help!

Get Started Get the Guide

Get off to the right start in our three-step process

We know your finances are personal and that your time is valuable. That’s why we work to confidently gain a deeper understanding of your goals to determine whether or not Avidian is the right fit for you.

1.

15-minute intro call

One of our advisors conducts a brief, guided consultation to understand your current situation and your goals for the future.

2.

Planning meeting

If you and Avidian are a good match, you and your advisor will meet to discuss your current situation, your existing assets, and the factors that make you and your finances unique.

3.

Putting a plan in action

After we’ve reviewed your financial situation and retirement plans, we present an in-depth review of your current investment portfolio alongside relevant market projections and your customized executive action plan for getting your retirement on the right track.

At this meeting, we will present the following:

  • Investment review/assessment
  • Financial planning analysis
  • Customized executive action plan
  • Our fees and how they work

If we come to a mutual decision not to continue the process, you would have received a second opinion and a qualified planning/review of your investment management, financial planning, estate planning, tax strategy, and risks for the future.

“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

  • 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


    Learn more about our approach to high-net-worth financial planning

  • Tax Strategies

    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.


    How we help:

    • Developing IRA and Roth IRA funding strategies

    • Tax-efficient retirement income planning

    • Strategic reviews of current tax returns


    Learn more about our approach to high-net-worth tax planning

  • Risk Management

    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.


    How we help:

    • In-depth portfolio risk assessment and mitigation

    • Cash flow analysis and strategy development

    • Analyzing and optimizing your insurance coverage


    Learn more about our risk management strategies

  • Estate Planning

    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


    Learn more about our estate planning solutions

  • Investment Management

    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

    • Access to private offerings


    Learn more about our investment management strategies

Are you ready to successfully get to and through retirement? Get started with our 5 Crucial Questions For Your Retirement today!

In “5 Crucial Questions For Your Retirement,” you’ll learn how to answer the questions you need to be asking yourself to confidently approach your retirement. By the end of this guide, you’ll feel better equipped to plan for, relax, and enjoy the retirement you’ve worked so hard to achieve.

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