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

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Financial Planning in Houston

Comprehensive financial planning that puts you first.

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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 ADV

Financial professionals

Years of success

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What makes Avidian different from other financial planning advisors?

Customized financial planning

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.

Advisor looking at financial charts on laptop

We are 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 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 teams in meeting rooms across from each other

Delivering 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 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 Front Desk

We are 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.

Financial analyst analyzes business investments and financial plans

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?

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.

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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.*