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

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Financial Planning for Executives

Optimize and simplify your personal financial life.

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As an executive, you likely have a unique set of financial needs and therefore require a financial partner who specializes in wealth management for executives, specifically. You need an advisor who understands that your wealth is often linked to the success of your company and can help you maximize your compensation benefits, bridging the gap between your professional and personal financial plans.

Avidian Wealth Solutions is a Texas-based wealth management firm offering financial planning for corporate executives in a boutique family office-style environment. Our solutions extend beyond the basics of managing your investment portfolio in an effort to help you secure, protect, and grow each area of your financial strategy.

Schedule a meeting with us today to learn more about how we can partner with you to overcome your unique challenges and create a customized wealth plan that does the work for you.


Billion in client assets under management *

*AUM based on AWS current FORM ADV

Financial professionals

Years of success

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How Avidian can help executives with their financial planning

We all have the same number of hours in a day, you just have the burden of balancing professional complexities on top of achieving your own personal financial goals in those hours. Avidian Wealth Solutions is here to support you by offering wealth management services so that you can spend more time doing the things you love rather than overseeing the success of your own goals.

Personalized financial planning for executives tailored to your goals

You’ve spent so much time securing the financial future of your business, now it’s time to give equal priority to your own. Once we have a better understanding of your lifestyle, goals, and circumstances, we utilize a client-focused approach that integrates your corporate benefits with your overall wealth plan in areas including but not limited to:

  • Estate planning
  • Tax strategies
  • Risk management
  • Investment management
  • Retirement planning
  • Succession planning

It’s your financial vision, we just help you bring it to life.

Avidian Team discussing client needs

Review and maximize your compensation benefits

Our approach to financial planning for corporate executives includes helping you make more informed choices when it comes to your stock options. How? We help you understand fees, maximize compensation, leverage net unrealized capital appreciation, weigh the benefits and risks of employer stock and stock options, manage distribution elections, and offer customized wealth strategies based on your comfortability and goals.

Advisor looking at financial charts on laptop

Create a retirement plan that builds toward your future

Avidian Wealth Solutions is equipped with resources to help you plan to thrive in your retirement.

Retirement planning is an integral part of wealth management for corporate executives as it determines how and when you’ll be able to phase out of work to enjoy the wealth of your working years.

However, retirement planning is much more than simply setting aside money in a 401(k) or IRA. You’ll want to give thought to how much annual retirement income you need, where that income will come from, how your current strategies work towards those numbers, and what your plan will be for healthcare needs. These are just some of the questions we will ask when building you a retirement plan that will grant you the freedom to enjoy the wealth you’ve built.

Advisor sharing private investment opportunity with client

Plan for and mitigate any potential risks

Risk mitigation is arguably one of the most critical components of executive wealth strategies. Some of the biggest risks can come from leaving the future of your finances and your company unplanned.

Securing and preserving what you’ve built requires a greater understanding of the potential risks that can come from healthcare expenses, volatile markets, transferring your wealth, illness, and other unpredictable life events. Not to mention the risk you face when part of your annual compensation is based on incentive options and restricted share units.

Through our multidisciplinary approach, Avidian Wealth Solutions helps our clients plan for and mitigate risk across their financial plan, working to protect your annual income, and can even offer formal business succession planning to assist in a smooth transition of your company after you’re gone.

Stock market trading chart view

Minimize your tax burden to maximize your dollar

Incorporating tax-saving strategies into your private wealth management, such as gifting your employer stock to your loved ones while you’re still here, can help to minimize your tax losses now and in the future.

In partnership with our multi-disciplinary team of trusted advisors, we work with you to develop a wealth management strategy that merges the right mix of services to meet your needs including high-net-worth tax planning. Because we are fiduciaries and are legally obligated to act in your best interest, you can feel confident that we are providing the most thoughtful, careful tax strategies when it comes to reducing the impact of taxes across your wealth plan.

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