High-Net-Worth Financial Planning in Austin

Customized wealth planning centered around you and your goals.

As a high-net-worth individual, family, or business owner, your financial needs are unique. When trying to choose the best financial advisors in Austin, you’ll want to look for a firm that offers more than just traditional wealth management and financial planning.

Whether you are preparing for retirement, considering education funding plans that complement your tax strategy, or are building a legacy for your family, the team at Avidian Wealth Solutions in Austin will work with you to develop a wealth management plan that complements your multifaceted needs.

To learn more about our boutique family office experience in Austin, TX, schedule a conversation with us today.

Billion in client assets under management ^*

^*AUM based on AWS current FORM ADV

Financial professionals

Years of success

Featured In

What is high-net-worth financial planning?

High-net-worth financial planning in Austin, TX is a specialized field of financial planning that focuses on providing wealth management and investment advice to individuals with significant assets. For Avidian, this means clients with over $1 million in investable net worth.

Families with high net worth, like yours, typically have complex financial needs that require specific knowledge and experience in tax, estate, retirement, and insurance planning. Partnering with a high-net-worth financial advisor in Austin can help develop a comprehensive financial strategy that takes into account your financial goals and objectives including:

For individuals and families:

Investment management in Austin
Asset protection
Tax planning (learn more about Austin income tax)
Estate planning
Charitable giving strategies
Insurance planning
Wealth management in Austin
End-of-life planning
Retirement planning

For Businesses:

Small business retirement planning
Succession planning
Business risk management
Tax reduction strategies

Why partner with Avidian for your financial planning in Austin?

Our team at Avidian Wealth Solutions understands the unique needs of high-net-worth clients and is committed to providing you with a customized financial plan that helps you meet your short- and long-term goals.

We strive to create innovative solutions tailored to your specific circumstances and provide sound investment advice that takes into account current and potential future market conditions. Our in-depth knowledge of estate, retirement, and trust planning can help as we partner with you to grow and protect your wealth, helping you pass on a legacy you can be proud of.

Plans created to protect your wealth

Rather than trying to make your financial goals fit in a prepackaged plan, everything we do is customized to your objectives, dreams, and values. Furthermore, our approach to Austin private wealth management incorporates a risk management strategy into everything we do.

By taking into account market volatility, changes in governmental policy, your family’s health history, or other potential issues such as a job loss or an unexpected death in the family, we help you set a plan in place that doesn’t just predict future risks but also prepares for them.

Your best interests in mind. Always.

As fiduciary financial advisors in Austin, our firm is legally required to provide you with the utmost care, always making decisions with your greater interests in mind. Our approach to fees is conservative and we don’t make commissions for portfolio management, nor do we sell you unnecessary products. As an independent firm, our interests are always yours and yours alone.

Avidian teams in meeting rooms across from each other

A multi-disciplinary team dedicated to your needs

Our team of Certified Financial Planners™, investment specialists, investment analysts, estate planning specialists, and MBAs work together to provide you with professional and responsive services. Our combined specialties give us the knowledge needed to simplify your financial life, allowing every aspect to be handled in one place. We focus on client experience, keeping in consistent communication with you along the way.

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

PhD

CEPAs

Do you need a financial planner? 7 questions to ask yourself.

If you are unsure of whether or not you need Austin wealth management services or are convinced you can do it yourself, we encourage you to ask yourself the following questions:

Does your current financial plan include a holistic view of your current assets, liabilities, and goals?
Does it do so in a way that you can endure issues and accomplish your goals in accordance with your ideal timeline?
Does your current plan incorporate risk management measures by taking into account market volatility, changes in government policy, your family’s health history, or other potential issues?
Does your current plan allow you to leave behind the legacy you want?
If you own a business, are you prepared for future business succession, merger, or sale?
Is your current financial plan being actively reviewed by a wealth management team?
Can you remember the last time you spoke to your advisor?

We want you to confidently answer “yes” to each of the above questions. If you are unable to, it’s time to schedule a conversation with one of our founders.

Schedule a conversation

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