Trusted financial advisors in Austin, TX

If you are searching for the experienced financial advisors in Austin, TX, Avidian Wealth Solutions offers customized plans and financial advice for high-net-worth individuals and families.


4210 Spicewood Springs Rd. Building E Austin TX, 78759
PHONE: 512.469.9152

Financial planning services in Austin

Avidian Wealth Solutions offers you:

  • Retirement planning
  • Tax planning
  • Financial planning
  • Investment management
  • Asset management
  • and more

Your Avidian wealth advisor in Austin will establish and regularly update a personalized wealth and financial plan based on your goals, needs, and resources.

Whether you need tax planning ideas for high-net-worth individuals, financial risk management, or investment management, we can create a strategy that works toward your future.

Trust Avidian Wealth Solutions with your financial planning in Austin

If you’re looking for wealth management in Austin, you deserve a financial advisor who is committed to customizing a financial strategy that caters to you and your family’s specific needs. Not all financial advisors in Austin, TX take such a personalized approach to financial planning, but that’s how the fiduciary advisors at Avidian work to take the complexities out of high-net-worth wealth management.

Avidian’s boutique family office environment serves everyone from retirees to oil and gas professionals, using our proven-effective seven-step wealth planning process. We handle retirement planning, estate planning, and everything in between, so that you can spend time enjoying the things that matter most to you.

Learn more: What is a family office?

Avidian Wealth Solutions is a team of financial advisors in Austin, TX that will work to simplify your financial life and help you meet all of your long-term goals.

Let’s get to know each other

Avidian can help you enjoy the life you’ve built, and protect it against whatever comes next. Fill out the form to schedule a consultation with a financial advisor in Austin, TX.