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

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Stay informed with our collection of educational resources on today’s most discussed financial topics.

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Listen to the newest podcasts from Avidian’s CEO, Luke Patterson, and President, Michael Smith

The Journey

is a podcast for entrepreneurs, by entrepreneurs, hosted by Avidian Chairman and CEO, Luke Patterson. The Journey delves deep into the stories of our high-achieving guests and guides you down their paths to success. From overcoming obstacles to seizing opportunities, each episode offers invaluable insight into the journeys of incredible entrepreneurs.

The Lowdown

is a personal finance show hosted by Michael Smith, senior wealth advisor, president, and founding partner of Avidian Wealth Solutions. Michael and his guests discuss some of today’s most talked-about financial topics, including national and international economic developments, financial and political policy decisions, and market trends.

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

Wealth Management in Houston

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As a Houston-based wealth management firm, Avidian Wealth Solutions houses an award-winning team of financial professionals including MBAs, CFPs, CFAs, CEPAs, and more. We offer a boutique family office experience in Houston tailored to high-net-worth individuals, families, entrepreneurs, founders, executives, energy professionals, physicians, and others.

Our primary goal is to optimize their financial lives, allowing them to prioritize what truly matters to them. When you opt for Avidian, you’re opting for fiduciary wealth management in Houston, where your interests take precedence. Our suite of Houston wealth management services encompasses financial planning, retirement planning, tax planning, and more. Ready to take the next step? Reach out today to schedule a conversation with one of our advisors.

Wealth Management in Austin

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Avidian Wealth Solutions provides a range of Austin wealth management services delivered by a diverse team of financial professionals, including MBAs, CFPs, CFAs, CEPAs, and more. Our array of services has been carefully curated to address the intricate financial needs of high-net-worth individuals and families, entrepreneurs, executives, tech professionals, physicians, and more.

We offer a tailored boutique family office experience in Austin, aimed at assisting you in optimizing your wealth through services such as financial planning, investment management, tax planning, retirement planning, and more. Are you ready to take the next step? Contact us today to arrange a conversation with one of our advisors.