About

Avidian helps executives, entrepreneurs, foundations, and families make the most of the lives they’ve built.

Billion in client assets under management ^*

Financial professionals

Years of success

*As of June 30, 2025. This number reflects Avidian’s regulatory assets under management (RAUM) as calculated consistent with the instructions to Form ADV Part 1A. Our firm updates this number quarterly to reflect AUM as of the most recent calendar quarter-end. The amount reported here may differ from the figure in our most recently filed Form ADV, which reports AUM as of December 31, 2024.

Secure your wealth. Simplify your life.

For more than 20 years, Avidian offers executives, entrepreneurs, and families a modernized approach to wealth management and endowments and foundations a fiduciary partnership.

Our multidisciplinary team and boutique family office environment 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.

You’re making it all happen — we help make it easier to manage.

Avidian is:

Transparent

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.

Diligent

Proactive

Connected

5 Strategies to Safeguard Your Wealth For Future Generations

If you want to plan for lasting financial security and genuine peace of mind for future generations, this free resource is tailored to assist you in understanding the tools that can help you prepare for, initiate, and manage your estate planning.

Download The Guide

At Avidian, we do more than manage your money, we provide comprehensive wealth planning solutions

Structured to optimize your financial life

Wealth management is more than just disciplined investing. It’s managing your assets; it’s mitigating risk; it’s strategic tax planning; it’s taking the steps necessary to protect what you’ve built for the next generation.

As a client of Avidian Wealth Solutions, you can choose to live in the now knowing that your wealth is being actively managed with an eye toward tomorrow.

Boutique family office

Avidian offers clients a boutique family office environment in which every aspect of their wealth management is tended to. Instead of working with a single advisor or needing multiple teams to handle your financial affairs, Avidian offers an all-in-one solution that allows us to approach your wealth management from an integrated vantage point.

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Multidisciplinary approach

Avidian is structured around highly credentialed teams of specialists who collaborate to provide our clients with a truly comprehensive wealth management experience. Our team is made up of Certified Financial Planners™, investment specialists, investment analysts, estate planning specialists, MBAs, and Ph.D.s all working together to provide you with a superior client experience.

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Fiduciary standard of care

As independent fiduciaries, we are held to the highest standard of care to provide comprehensive advice that aligns with your goals.

We offer transparency and have no ties to any particular family of funds or investment products, helping to eliminate conflict of interest. We work with Fidelity Institutional and Charles Schwab, two of the industry’s most respected wealth management support providers, allowing us to take additional steps to safeguard your assets.

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