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

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Optimized Wealth Solutions

Financial planning, investment management, estate planning, and more — all under one roof.

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Personalized wealth planning for high-net-worth families, executives, and entrepreneurs. Fiduciary partnership for foundations and endowments.”

At Avidian Wealth Solutions, we optimize the wealth management experience. Instead of focusing solely on wealth or investment management, we offer a comprehensive, personalized financial plan to support your financial future.

Why does this matter? An optimized financial plan addresses many of the complexities that come with wealth including retirement planning, estate planning, risk management, tax strategies, and more.

Optimizing your financial life is simpler than you might think — to find out how, schedule a conversation with us today.


Billion in client assets under management *

*AUM based on AWS current FORM ADV

Financial professionals

Years of success

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

Your Avidian wealth advisor will establish a personalized wealth and investment plan based on your goals, needs, and resources. Our team takes an active approach to help you make informed and confident decisions as you experience life events and reach milestone ages.

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

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Financial Planning

Personalized plans to maximize resources and minimize expenses.

Avidian’s comprehensive approach to high-net-worth financial planning is built around transparency and personalization. We leverage time-tested fundamentals and state-of-the-art technology to deliver coordinated, cost-effective strategies to meet your specific financial goals and timeline.

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Investment Management

Proactive, research-based portfolio management and allocation.

Avidian applies time-tested investment fundamentals within our conservative approach, designed to make the most of both passive and active investment vehicles for returns and volatility. Our process is rigorous, repeatable, transparent, and executed to match your objectives and goals.

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Tax Strategies

Effective tax strategies designed to reduce your tax burden.

Don’t let taxes eat away at what you’ve built. Avidian maintains a tax-sensitive approach designed to help you maximize future income, protect your assets, and optimize your contribution and distribution strategies as you plan for a sustainable financial future.

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Risk Management

Protect and grow your wealth in any market condition.

Conservative risk management practices and principles define our approach to wealth management. Avidian helps clients implement protective strategies for more resilient portfolios, and develop customized plans to help you and your family weather the unexpected.

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Estate Planning

Preserve your legacy for the next generation and beyond.

Few things are as personal as the legacy you leave behind. That’s why our fiduciary firm provides a family office-style environment for you to develop a tax-sensitive wealth transfer plan designed to make your family and charitable gifting goals a reality.

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Retirement Planning

Build toward and protect your financial future.

We offer high-net-worth pre- and post-retirees personalized support from experienced advisors who understand the unique needs of each client. These services include comprehensive, tailored advice and guidance on the most effective strategies for building and protecting wealth during retirement, while also helping manage tax liabilities.

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What makes Avidian Wealth Solutions different?

Boutique family office environment

Avidian clients enjoy cost-efficient, holistic approach to customized wealth management. Our suite of services and multidisciplinary team provide solutions normally reserved for a traditional family office, all under one roof.

  • Deep service menu, including asset management, estate planning, investment management, risk management, and more.
  • Cost-effective compared to the traditional family office model
  • Access to a multidisciplinary team all under one roof
Avidian Front Desk

Proactive investment management

Our research-driven investment process is rigorous, repeatable, transparent, and crafted to optimize returns with less volatility.

  • A cost-effective and tax-efficient platform
  • Access to public and private securities*
  • A dedicated in-house investment team focused daily on optimizing your financial life

*For qualified clients only

Financial analyst analyzes business investments and financial plans

Highly credentialed team dedicated to growing and preserving your wealth

When you partner with Avidian Wealth Solutions, you’re gaining access to a multidisciplinary team of specialized wealth professionals committed to understanding your goals and offering your family advice in each foundational area of your financial landscape.

  • Quick and accurate solutions to your needs, questions, and concerns
  • Personalized advice from experienced and qualified advisors
  • Attentive, nuanced service
Avidian teams in meeting rooms across from each other

A fiduciary standard of care that puts you first

Our firm is held to the fiduciary standard, meaning that we are bound by law and professional ethics to put your interests above our own in every circumstance. As such, we provide objective advice and unbiased solutions that are in your best interest.

  • Clear expectations surrounding fees and services
  • Long-term partnerships built to last beyond your generation
  • Plan with confidence
Avidian Team discussing client needs
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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.*