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

Many clients who come to us aren’t immediately sure if they need a financial advisor in Houston, TX. If this is the case for you, we encourage you to ask yourself the following questions: 

  • Does your financial plan include a holistic view of all your current assets, liabilities, and goals?
  • Does it do so in such a way that you can surmount issues and accomplish goals according to your desired timelines?
  • Does your current financial plan incorporate protective measures 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?
  • Does your current financial plan allow you to leave the legacy you want for your family members and children, or even start effective wealth transfer now?
  • If you own a business, are you prepared for future business succession, merger, or sale?
  • Does your current financial plan involve a wealth management team that actively reviews your affairs and contacts you regularly?
  • Can you remember the last time you spoke to your financial advisor? 

When you create a financial plan with a wealth advisor at Avidian, the answer to every question is yes.

We are a Houston wealth management firm that never forgets exactly what financial planning is truly for: enjoying the life you’ve built and protecting it against whatever comes next.

Are you on the right path in your retirement journey?

Find out where you stand in our free Retirement Survival Guide.

How financial planning at Avidian works

Financial planning is the bedrock of all that we do at Avidian, so we always take the time to do it right. For us to fully understand and meet the needs of our clients, we implement a proven and effective seven-step financial planning process. 

  1. IDENTIFY
    During a discovery meeting, we discuss your current situation and long-term goals as well as gather key documents that can enhance our understanding of your needs. 
  2. ANALYZE
    Our team of specialized financial experts analyzes your assets and objectives, pinpointing problems, gaps, and opportunities in your current trajectory.  
  3. TEST
    With the help of state-of-art financial planning tools, we test and project multiple scenarios to determine the safest and most effective options for you. 
  4. PROPOSE
    Our team proposes solutions that reflect our findings.  
  5. RECOMMEND
    We recommend specific actions via a detailed plan and timeline. The actual implementation of any financial planning recommendations remains entirely at your discretion. 
  6. IMPLEMENT
    We coordinate with your team of advisors, attorneys, and accountants to enact agreed-upon strategies. You have the option to use an Avidian advisor for portfolio management (requires a separate advisory agreement). 
  7. UPDATE
    Avidian meets with our clients regularly to review and adjust for any changes to their situation or goals. If desired, we also keep key documents organized for you in a secure online platform.

What makes Avidian different from other financial planning advisors?

AVIDIAN PROVIDES CUSTOMIZED FINANCIAL PLANNING
Personal timelines, goals and milestones don’t always fit into pre-packaged financial plans. From investment management to tax strategies to estate planning, everything we do is customized to your objectives, your dreams, and your values. 

AVIDIAN IS FIDUCIARY, FEE-BASED, & INDEPENDENT
Avidian is a fiduciary firm, meaning that our advisors are legally required to act in your best interests and provide you with the highest standard of care. As a fiduciary, we are fee-based; we don’t receive commissions for portfolio management, nor will we ever try to sell you unnecessary products. Finally, Avidian is a rare independently owned fiduciary, allowing us to act in your true best interests — not the best interests of shareholders.  

AVIDIAN DELIVERS A FAMILY OFFICE ENVIRONMENT
Avidian provides total wealth management to high net-worth individuals, families, and business owners. Working with Avidian enables clients to stop juggling every aspect of financial planning and have them handled in one place. We coordinate with your team of advisors, attorneys, and accountants so that everyone is on the same page. 

AVIDIAN IS SMART, RELIABLE, & EXCEPTIONAL
Avidian’s financial planning in Houston involves coordinated, cost-effective investment strategies tailored for each client, as well as disciplined, tax-sensitive processes based on time-tested fundamentals. We use state-of-the-art, third-party technology (no proprietary software products) to test our scenarios. And we do all of this while updating our clients regularly because every financial relationship should be a conversation, not a monologue. 

“AT AVIDIAN, WE DO MORE THAN MANAGE YOUR MONEY, WE PROVIDE COMPREHENSIVE WEALTH PLANNING SOLUTIONS.”

  • 18years of success.
    Founded in 2003.
  • 52Financial
    Professionals
  • $3.0Billion Client Assets
    under management

Our financial planning areas and clients

Financial planning at Avidian covers a wide spectrum of financial aspects, including but not limited to:

For Individuals & Families 

  • Investment management 
  • Retirement planning 
  • Risk management 
  • Tax strategies 
  • Estate planning 
  • Asset management 
  • Charitable giving 
  • Insurance planning
  • Planning for major purchases 
  • Education funding

For Businesses

  • Cash flow management 
  • Tax strategies 
  • Planning for major purchases 
  • Benefits programs 
  • Insurance programs
  • Business succession planning
  • Business estate planning 
  • Small business retirement
Avidian’s typical clients include:

  • High net-worth individuals and families 
  • Business owners 
  • Pre- and Post-Retirees 
  • Executives and Professionals

Who will handle my financial planning at Avidian?

The Avidian Wealth Solutions team of Certified Financial Planners™, investment specialists, CPAs, investment analysts, estate planning specialists, and MBAs. Our team works together to ensure your needs are met in a professional and responsive manner. By bringing together the best people with diverse backgrounds and a shared mission, we strive to simplify your financial life and give you a superior client experience.

Let’s get to know each other

Finding the right financial plan for you starts with a simple conversation. Ready to learn more? Fill out the form below to schedule a consultation. 

LET'S TALK