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Comprehensive Wealth Management
in Houston

Trusted financial planning services in Houston

Avidian Wealth Solutions provides comprehensive wealth management services tailored to meet the needs of individuals, families, and businesses in Houston. With years of experience helping our clients reach their financial goals, our team offers an array of customized solutions designed to simplify your life while providing sound financial advice.

Whether you’ve recently started a business and need help consolidating your financial plan or are planning for retirement, we can provide the guidance and support needed along every step of your journey.

Your accomplishments are ongoing — your approach to Houston wealth management should be too

At Avidian, we are not just your financial advisors. We aim to build a lifelong partnership by working with you to design and maintain a tailored investment plan that aligns with your specific goals, requirements, and financial resources. We believe in taking a proactive wealth management approach that focuses on providing you with guidance, knowledge, and support to achieve success in your personal investment decisions and life’s significant milestones.

To help you create cohesion across your financial plan, we offer financial planning services in Houston including:

$

Billion in client assets under management *

*AUM based on AWS current FORM ADV

Financial professionals

Years of success

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Why trust Avidian with your wealth management in Houston?

At Avidian Wealth Solutions, we understand that success depends on building meaningful relationships with our Houston-based clients. We strive to exceed expectations by applying a high level of service, knowledge, and experience that works towards securing your financial future. Our team takes a personalized approach to each client’s unique situation, developing solutions tailored for you — not for the masses.

Boutique family office experience

At Avidian, our advisors offer a boutique family office experience in Houston that caters to a variety of needs including estate planning, asset protection, and risk management personalized to meet your unique financial goals — all included with your basic fee. Similar to the experience you’d get in a single-family office, we are committed to fostering lifelong relationships with each of our clients, working so that we can support and guide you through every stage of life.

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Your best interests come first — always

Avidian Wealth Solutions is a Houston fiduciary financial advisory firm. What makes a financial advisor a fiduciary? By definition, a “fiduciary” is any person or entity that has a legal responsibility to act in good faith for a beneficiary. In the field of finance, this means an advisor or wealth management firm has a legal obligation to act in the client’s best interest.

What does this mean for you? We will work tirelessly to simplify your financial life, minimize risk, and position you for a more secure and successful future. Call us to find out what makes our fiduciary financial advisors in Houston different from your average broker.

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Access to a multi-disciplinary team of advisors

We don’t just provide access to portfolio managers — we also have access to a network of skilled professionals from multiple financial disciplines including Certified Financial Planners™, investment specialists, investment analysts, estate planning specialists, MBAs, and PhDs. Our multi-faceted approach helps us develop comprehensive wealth management solutions tailored to Houston clients’ individual needs and goals.

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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

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Schedule a conversation

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