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

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


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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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:


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.




Get the free guide: 5 Crucial Questions For Your Retirement

If you’re looking for long-term financial stability and true peace of mind throughout your golden years, this free download is designed to help you learn how to successfully prepare for, begin, and navigate your retirement.

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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Avidian Front Desk

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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Avidian Team discussing client needs

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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Senior couple signing financial planning agreement
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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.*