Comprehensive financial planning that puts you first.
Prepare for your future and find peace of mind with Avidian’s comprehensive, personalized approach to financial planning in Houston. Our fiduciary financial advisors work closely with you to assess your current financial assets, identify any potential roadblocks and build a financial plan tailored specifically to your long-term goals.
The best part? We work with you to handle various aspects of your finances so you don’t have to. Once a plan is in place, we can coordinate with your team of attorneys, advisors, and accountants to keep things in sync so that you can truly relax and enjoy the life you’ve built with confidence.
Billion in client assets under management *
*AUM based on AWS current FORM ADVFinancial professionals
Years of success
Personal timelines, goals, and milestones don’t always fit into pre-packaged financial plans. From investment risk management to tax strategies to estate planning, everything we do is customized to your objectives, your dreams, and your values.
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 fiduciaries, 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 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 work in a boutique family office environment that can coordinate with your team of attorneys, accountants, and RIA advisors in Houston so that everyone is on the same page.
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.
If you want to plan for lasting financial security and genuine peace of mind for future generations, this free resource is tailored to assist you in understanding the tools that can help you prepare for, initiate, and manage your estate planning.
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.
CFPs
CFAs
MBAs
JDs
CHFC
PhD
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:
Our goal at Avidian is to create a financial plan that allows you to answer “yes” to these questions. 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.
Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*
