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Comprehensive Wealth Management
in The Woodlands

Trusted financial advisors in The Woodlands, TX

If you are searching for the right financial advisors in The Woodlands, TX, Avidian Wealth Solutions offers customized plans and financial advice for high-net-worth individuals, families, and business owners.

We understand the importance of having sound financial advice and guidance when it comes to managing your wealth. Whether you need tax planning ideas for high-net-worth individuals, financial risk management, or investment management services from our RIA advisors in Houston, our advisors provide sound direction and professional assistance to clients in The Woodlands, TX, helping you create a strategy that works toward your future.

Your accomplishments are ongoing — your approach to wealth management in The Woodlands should be too

To help you create cohesion across your financial plan, we offer financial services in The Woodlands including:

$

Billion in client assets under management *

*AUM based on AWS current FORM ADV

Financial professionals

Years of success

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Why trust Avidian with your wealth management in The Woodlands?

Your Avidian wealth advisor in The Woodlands will establish and regularly update a personalized wealth and financial plan based on your goals, needs, and resources. We focus on creating harmony between each separate area of your financial life — investments, taxes, estate planning, retirement planning, and more.

Boutique family office experience

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.

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Your best interests come first — always

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

If you’re looking for wealth management in the Woodlands, 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 The Woodlands, TX take such a personalized approach to financial planning, but that’s how the fiduciary advisors at Avidian operate.

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Access to a multi-disciplinary team of advisors

At Avidian Wealth Solutions, we believe that low client-to-advisor ratios are essential for providing personalized attention and advice. That’s why our team of financial advisors in The Woodlands is kept small so that each individual or family gets the attention they need. With us as your financial partner in The Woodlands, you’ll never have to guess when you’ll hear from us.

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Trusted experience

Our team is comprised of highly credentialed, specialized, and experienced wealth management professionals who work together to handle multiple aspects of your financial life, including asset management, debt management, risk management, taxation, wealth transfer, and more.

Meet the Team

CFPs

CFAs

MBAs

JDs

PhD

CEPAs

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Schedule a conversation

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