Troy Taylor is pleased to announce a strategic partnership with Avidian Wealth Solutions. Through this affiliation, Troy Taylor clients will gain access to Avidian’s broad platform and multidisciplinary advisory resources.
As a fiduciary wealth management firm, Avidian works strictly in favor of our client’s best financial interests. Our multidisciplinary team includes Certified Financial Planners™, investment specialists, and MBAs working together in a family-office style environment to simplify the complexities of high-net-worth wealth management.
I’m thrilled to embark on this new chapter and am available to answer any questions you may have during the transition.
Important Disclosure – In connection with joining Avidian Wealth Solutions, I am receiving certain financial benefits, some of which are dependent on client assets or revenue transitioning to Avidian. This creates a financial incentive for Troy Taylor to recommend that clients move their accounts, resulting in a potential conflict of interest.
You are not required to transition your account and may choose to remain with your current firm or select another adviser of your choice.
Billion in client assets under
management*
Financial
professionals
Years
of success
*As of September 30, 2025. This number reflects Avidian’s regulatory assets under management (RAUM) as calculated consistent with the instructions to Form ADV Part 1A. Our firm updates this number quarterly to reflect AUM as of the most recent calendar quarter-end. The amount reported here may differ from the figure in our most recently filed Form ADV, which reports AUM as of December 31, 2024.
Our experienced team of wealth management professionals offers personalized solutions customized to fit your individual goals and circumstances, helping you consolidate your personal and professional finances into a cost-effective plan that evolves with you and your life.
Investment
management
Financial
planning
Estate
planning
Tax
strategies
Risk
management
The goal of an investment portfolio is to generate a return that exceeds the risks taken. Our multi-disciplinary team of financial professionals has a deep understanding of investments, markets, and risk management strategies that help protect and grow client wealth over time, working to achieve positive outcomes while managing risk exposure appropriately.
How we help:
Learn more about our investment management strategies.
*For qualified clients only
Avidian offers executives, entrepreneurs, and families a modernized approach to wealth management. Our multidisciplinary team and boutique family office experience are designed to help you optimize and secure what you’ve built — from your wealth to your business and beyond — all while working to limit complexity.
We operate with honesty and integrity, so you always know what to expect from us. Trust is the key to success and we strive to build upon that while keeping our focus on your goals.
Our financial planning and investment management processes are highly structured so that all factors facing investors are fully vetted and considered when selecting appropriate strategies.
We take risk management seriously, striving to assist our clients in prudently addressing the various risks facing investors including, principal, longevity, purchasing power, and volatility.
We build strong working relationships through open communication and commitment. Our goal is to create a lasting partnership with you and your family over market cycles and generations.
There are no changes to how your account(s) are managed or serviced. Your relationship with [Team/Advisor Name] remains the same, and your accounts will continue to be managed in accordance with your existing objectives, and agreed-upon strategy.
As part of the transition, there will be administrative updates such as new Avidian onboarding paperwork to sign. Any required changes will be communicated clearly in advance, and no action will be taken without your review and explicit authorization.
No changes will be made to your financial plan or investment strategy solely as a result of this transition. Your plan and portfolio will continue to be guided by your personal goals, time horizon, and risk tolerance.
As always, [Advisor Name(s)] will continue to monitor your plan and investments and may recommend adjustments over time if your circumstances, goals, or market conditions change. Any such recommendations will be discussed with you before implementation.
Your advisor’s day-to-day involvement with your accounts is not expected to change. [Advisor Name(s)] will continue to serve as your primary point of contact and remain responsible for providing advice, oversight, and ongoing relationship management.
Behind the scenes, the transition will allow your advisor to leverage additional operational and administrative support, which is intended to enhance efficiency while preserving the personalized service you receive.
No. The effective rate of your investment advisory fee will not change as a result of this transition. Your fee arrangement will remain consistent unless otherwise discussed and agreed to in writing.
By joining Avidian, [Team/Advisor Name] gains access to a broader platform of operational, compliance, and technology resources designed to support advisors and their clients. This may include enhanced reporting tools, expanded planning and investment resources, and additional service and operational support.
Importantly, Avidian operates as a fiduciary, meaning advice continues to be provided in your best interest. Your advisor retains discretion to recommend solutions they believe are appropriate for you, and no changes are required unless they are aligned with your goals and approved by you.
At Avidian, we emphasize trust and transparency at each step in our client relationships. That’s why we make it a priority to share our people and their insights with our clients on a regular basis.
Avidian is much more than a group of financial advisors. Meet the multidisciplinary team that provides knowledgeable, family office-style support to our clients.
Our team regularly shares new video content and in-depth market insights on our blog. Explore our library and catch up on our latest updates.
Don’t miss out on our latest updates or insights — follow us on LinkedIn and stay up to date with what’s happening at Avidian.
