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 and families.


21 Waterway Avenue, Suite 300
The Woodlands, TX 77380

PHONE: 281.957.4194

Financial planning services in The Woodlands

Avidian Wealth Solutions offers you:

  • Retirement planning
  • Tax planning
  • Financial planning
  • Investment management
  • Asset management
  • And more

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.

Whether you need tax planning ideas for high-net-worth individuals, financial risk management, or investment management, we can create a strategy that works towards your future.

Why trust Avidian Wealth Solutions with your financial planning in The Woodlands

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

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.

Learn more: What is a family office?

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 all of your long-term goals.

Let’s get to know each other

Avidian can help you enjoy the life you’ve built, and protect it against whatever comes next. Fill out the form below to schedule a consultation with a financial advisor in The Woodlands, TX.