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Comprehensive Wealth Management
in Austin

Trusted fiduciary financial advisors in Austin, TX

If you’re looking for wealth management in Austin, you deserve a financial advisor who is committed to customizing a financial strategy that caters to you and your family’s specific needs. Not all financial advisors in Austin, TX take such a personalized approach to financial planning, but that’s how the fiduciary advisors at Avidian work to take the complexities out of high-net-worth wealth management.

Avidian’s boutique family office environment serves everyone from tech executives to retirees, using our proven-effective seven-step wealth planning process. We handle retirement planning, estate planning, and everything in between so that you can spend time enjoying the things that matter most to you.

Your accomplishments are ongoing — your approach to wealth management in Austin should be too

As your financial partners, we will work with you to create and maintain a custom investment plan based on your unique aspirations, requirements, and financial resources. We take a proactive approach to wealth management that builds from empowering you with knowledge and support throughout life’s milestone events and your personal investment decisions.

To help you create cohesion across your financial plan, we offer financial services including:

$

Billion in client assets under management *

*AUM based on AWS current FORM ADV

Financial professionals

Years of success

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Why trust Avidian with your wealth management in Austin?

At Avidian, we understand the value of a trusted relationship and work every day to build this trust with our clients. With decades of combined success in helping families achieve financial freedom, our team of fiduciary advisors is here to help you develop a custom plan that meets your needs today and into the future.

Boutique family office experience

Avidian’s team of advisors provides a unique “boutique family office” experience in Austin. From estate planning to asset protection and risk management, we offer tailored advice on how best to fulfill your financial objectives. Additionally, we prioritize building life-long relationships with our clients so that we can help you reach your goals throughout every stage of life.

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Your best interests come first — always

Our fiduciary wealth management firm in Austin is dedicated to putting your interests first, serving as a trusted source of guidance for your financial needs. We aim to provide clear and consistent communication every step of the way, so you can feel confident that we have taken into account factors related to your wealth management plan with you in mind.

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Access to a multi-disciplinary team of advisors

At Avidian, we recognize that your financial needs are nuanced and personal. That’s why we work in specialized teams comprised of Certified Financial Planners™, Austin RIA advisors, investment specialists, investment analysts, estate planning specialists, MBAs, and PhDs each committed to bringing you the best when it comes to your wealth management.

What’s more, we aim to keep our advisor-to-client ratios low, giving our advisors the space to provide you with the superior, proactive client experience you deserve.

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Trusted experience

Our team is comprised of highly credentialed, specialized, and experienced wealth management professionals who work together to handle multiple aspects of your financial life, including asset management, debt management, risk management, taxation, wealth transfer, and more.

Meet the Team

CFPs

CFAs

MBAs

JDs

CHFC

PhD

Contact us

Schedule a conversation

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