Young businessman sitting at a table at home working on a laptop and writing down ideas in a notebook

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

  • 20years of success.
    Founded in 2003.
  • 66Financial
    Professionals
  • $3.8Billion Client Assets
    under management

Extensive experience helping business owners mitigate risk

At Avidian Wealth Solutions, our team is comprised of multi-disciplinary advisors who have specialized knowledge in financial planning for business owners. When you partner with us to incorporate risk management into your business plan, our team will assess any and all risk factors, including your business structure, operations, financials, and insurance coverage.

We’ll then develop solutions that suit your individual needs. We can help you create a plan for identifying potential risks and developing methods to control them. This may include creating policies and procedures to ensure compliance with industry regulations or creating safety protocols for employees.

Business risks and solutions tailored to your needs

When you partner with Avidian Wealth Solutions, you receive customized risk management solutions that take into account your existing circumstances and will develop strategies for mitigating risk that is specifically designed to protect you and your business.

Our team of highly qualified financial advisors will guide you through the process and develop a comprehensive risk management plan that works for your business, providing detailed analysis and insights so that you can make informed decisions about your business risk management. Together, we can protect your business and build towards a successful future.

A committed partner dedicated to helping your business succeed

With Avidian Wealth Solutions, you can be confident that you have a dedicated partner who is committed to helping you succeed. Our team of experienced advisors will work with you to develop risk management strategies for small businesses that are tailored to your specific needs, taking into account both short- and long-term goals.

We will then provide customized solutions that extend across multiple key areas of your wealth management — such as wealth succession planning, tax planning, and liquidity event planning — to ensure that your business is well-protected and that you have the resources needed to meet your financial goals.

Luke Patterson
Luke Patterson CEO, CIO
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