Our team approach

The Avidian Wealth Solutions team consists of Certified Financial Planners™, investment specialists, CPAs, investment analysts, estate planning specialists, and MBAs. Our goal is to create and demonstrate value as your financial partner.

Our team works together to ensure all your needs are met in a professional and responsive manner. By bringing together the best people with diverse backgrounds and a shared mission, we strive to simplify your financial life and give you a superior client experience.

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AT AVIDIAN, WE DO MORE THAN MANAGE YOUR MONEY, WE PROVIDE COMPREHENSIVE WEALTH PLANNING SOLUTIONS.

  • 18years.
    Founded in 2003
  • 52Financial Professionals
  • $3.0Billion
    Client Assets under management
Clear Expectations

We work with honesty and integrity, so that you always know what we can and can’t do, and what fees can be expected for a particular product or service. Trust is essential in a solid and productive client-to-professional relationship, and our goal is to continually build on that foundation while maintaining a steadfast focus on your goals.

Responsiveness

We deliver quick, accurate answers to your questions, comments, and concerns, and take individual responsibility for addressing your needs with the urgency and professionalism due a valued client.

Relationship

We understand that strong working relationships require time, open communication, and commitment, and our objective is to create a long-term partnership with you and your family or organization across market cycles and generations. As communication is a two-way experience, we encourage you to keep us informed regarding changes in your lifestyle, goals, or expectations that could affect your portfolio.

Collaboration

We offer individualized attention to each and every client, but also provide a full team of investment, planning, and service professionals to address your requirements. Whatever your needs, you don’t have to hope that a single advisor assigned to your account knows enough to simply get by—rather, an experienced and specialized team member is available to assist you in a professional and responsive manner. By bringing together the best people with diverse backgrounds and a shared mission, we simplify your financial life and give you superior customer service.

Results Driven

Our team of financial professionals, work as a team to service and manage your financial life and demonstrate value as your financial partner. We deliver highly personalized financial advice and solutions.

Meet Our Team

Avidian Wealth Solutions
is defined by three primary qualities:

CONSERVATIVE

Risk Management is an important component of our financial planning and asset management process. We strive to assist our clients in prudently addressing the various risks facing investors including, principal, longevity, purchasing power and volatility.

DISCIPLINED

Our financial planning and investment management processes are highly structured to ensure all factors facing investors are fully vetted and considered when selecting appropriate strategies.

DIFFERENT

Creating unique solutions around every unique client, we focus on your best interest at all times.

We look forward
to connecting

Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the Avidian Wealth Solutions team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!

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