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

Close button

Secure your wealth. Simplify your life.

Avidian partners with investors, families, and business owners to support them in protecting and growing their existing wealth through:

  • Access to a suite of financial services — all included with your basic fee
  • Low client-to-advisor ratios
  • A cost-effective alternative to a traditional family office
  • Access to private real estate, equity, credit, and hedge funds for qualified clients

Our proactive, risk-sensitive approach to wealth management is built to help our clients thrive in even the most turbulent markets.

Schedule a conversation


Billion in client assets under management *

*AUM based on AWS current FORM ADV

Financial professionals

Years of success

Featured In

Our Full-Circle Approach to Wealth Management

At Avidian, we do more than manage your investments, we provide a suite of wealth planning solutions throughout your entire financial life.







Investment management

The goal of an investment portfolio is to generate a return that exceeds the risks taken. Our multi-disciplinary team of financial professionals has a deep understanding of investments, markets, and risk management strategies that help protect and grow client wealth over time, working to achieve positive outcomes while managing risk exposure appropriately.

How we help:

  • Thorough, tailored vetting and assembly of diverse investment opportunities
  • Monitoring, reallocation, and trading to maximize gains and minimize risk
  • Access to private offerings*

Learn more about our investment management strategies.
*For qualified clients only

Wealth can be complex — our process makes things simple.



Together we’ll discuss your current situation and long-term goals, analyzing your assets to pinpoint problems, gaps, and opportunities.



After testing multiple scenarios, we’ll present the safest and most effective options for you via a detailed plan and timeline.



We will coordinate with your existing attorneys, advisors, and accountants to enact our agreed-upon strategies.



We meet with you regularly to review and adjust for any changes to your situation or goals. We also can keep your key documents organized in a secure online platform.

Luke Patterson

At Avidian, our clients always come first. We maintain low client-to-advisor ratios so that you receive attentive, proactive service every step of the way.

Luke Patterson

Chairman, CEO, CEPA©

About Avidian Wealth Solutions

Avidian Wealth Solutions is an independent registered investment adviser (RIA) firm and fiduciary offering executives, entrepreneurs, and high-net-worth families a streamlined approach to wealth management.

Our multidisciplinary team and comprehensive service model are designed to help you optimize and secure what you’ve built — from your wealth to your business and beyond — all while working to limit complexity in your financial life.

Our boutique family office-style environment gives our clients access to a suite of financial services including tax strategies, estate planning, risk management, investment management, and financial planning all under one roof and for one basic fee.

You’re making your wealth happen — we help make it easier to manage.

Get Started