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.
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.
15-minute intro call
One of our advisors conducts a brief, guided consultation to understand your current situation and your goals for the future.
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.
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.”
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20years of success.
Founded in 2003. -
66Financial
Professionals -
$4Billion Client Assets
under management
Client & Avidian Team
The Avidian Way
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.