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

Close button

Michael Smith

Sr. Wealth Advisor, Partner, CEPA©

Connect with me



Michael Smith is a Sr. Wealth Advisor, Partner, and co-founder of Avidian Wealth Solutions. He has over 25 years of investment experience. Michael holds a B.A. in Business Management from Sam Houston State University.

Michael also serves as President of the Avidian Insurance Agency. He also hosts the YouTube series ‘The Lowdown’. Before co-founding Avidian Wealth in 2002, Mike was a vice president at Wunderlich Securities. He recently received his CEPA© (Certified Exit Planning Advisor) designation, allowing him to coordinate exit planning strategies for high-net-worth business owners.

Michael has a passion for small business and serves on the leadership counsel for the National Federation of Independent Business in Texas. He is also co-chair of ‘Fashion Funds the Cure’, an event by the National Pediatric Cancer Foundation. Michael is also involved in a charity for rescuing dogs.

Michael resides in Houston with his wife and two children. In his free time, he enjoys traveling and is a practicing blackbelt in jujitsu.

Education & Designations

Bachelor’s Degree in Business Management, Sam Houston State University



Contact us

Schedule a Conversation

Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*