Portrait of a CEO smiling


  • 20years of success.
    Founded in 2003.
  • 66Financial
  • $4Billion Client Assets
    under management

How can Avidian Wealth Solutions help oil and gas professionals?

You’ve worked hard to get to where you are financially. Now it’s time to partner with a wealth management firm that can help you ensure you’re getting the most from the compensation and benefits packages provided by your company, incorporating it into your total financial plan.

With our expertise, you can move forward in confidence that your financial planning in Houston is in good hands. From providing advice on how to save on taxes through company stock to guiding you in creating an investment plan that protects your assets while helping them grow, we work with oil professionals to create a thoughtful plan that helps them meet their overarching financial goals.

Our team at Avidian Wealth Solutions works with high-earning oil and gas executives, engineers, and more from energy companies in Texas including but not limited to:

  • Exxon Mobil
  • Halliburton
  • Shell
  • BP
  • BHP
  • Billiton
  • Phillips 66
  • Chevron

Total wealth management tailored to your financial needs

Avidian Wealth Solutions understands the value of viewing your finances from a holistic perspective which is why we offer a tailored approach to your financial plan that includes:

Whether we are considering the various elements of estate planning or creating an investment strategy that takes into account financial risk management solutions, we consider your bigger financial picture in all that we do. By approaching your finances from this highly inclusive perspective, our specialized, multi-disciplinary team is able to create a customized wealth management plan that compliments each aspect of where you are financially versus where you want to be.

Review your employee benefits package

Energy companies are known in part for their competitive employee benefits package that typically includes pension plans, 401(k) matching, company stock options, health savings account (HSAs), or if you work for ExxonMobil, the ExxonMobil savings plan. While these benefits can contribute greatly to your overarching financial plan, it can be difficult to ensure that you’re maximizing each to its fullest potential. When you partner with us, we will help you review your benefits package, understand how they may affect your taxes, and weigh the pros and cons of each option to help you feel confident that you’re getting the most out of all that’s available to you from your energy company.

Help plan for and secure the retirement you’ve been working toward

In a volatile industry such as oil and gas, it’s even more important to have a retirement plan in place that prepares for these highs and lows to secure a seamless transition into retirement. As part of our financial planning for retirement, we offer you actionable insights into how you can better utilize your employer-offered retirement plans, plan for and diversify your retirement income, and implement an efficient and effective tax strategy.

Review tax advantages on highly appreciated company stock

Although you can’t avoid paying taxes, you can create a financial plan that aims to minimize your tax burden while preserving your hard-earned wealth. Together with your existing team of advisors, we work to create a tax strategy that includes tax return reviews, managing short- and long-term investments, creating a tax-efficient investment portfolio, and strategizing your tax-efficient retirement accounts — all with the goal of helping you save the most of your hard-earned dollars.

Luke Patterson
Luke Patterson CEO, CIO