Carter meeting with team members


  • 20years of success.
    Founded in 2003.
  • 66Financial
  • $4Billion Client Assets
    under management

Client & Avidian Team

The Avidian Way

  • Financial Planning

    As a high-net-worth individual, we understand that your financial needs are unique. As such, we offer tailored solutions designed to meet your individual objectives, mitigate risks, provide ongoing review and asset management, and track progress toward your goals.

    How we help:

    • Tax-sensitive strategies

    • Cross-team coordination with your existing attorneys, accountants, and advisors

    • A fiduciary commitment to acting solely in your best financial interest

    Learn more about our approach to high-net-worth financial planning

  • Tax Strategies

    With the right tax strategies, high-earning individuals and business owners can significantly reduce their taxable income. Our team can help you make strategic investments, take advantage of applicable deductions and credits, and apply strategies to minimize your overall tax liability.

    How we help:

    • Developing IRA and Roth IRA funding strategies

    • Tax-efficient retirement income planning

    • Strategic reviews of current tax returns

    Learn more about our approach to high-net-worth tax planning

  • Risk Management

    While risks are unavoidable, we can help you understand the risks associated with each area of your financial plan and establish risk management strategies to mitigate them. We use state-of-the-art technology and a time-tested approach to stay abreast of market conditions and trends and take an active role in managing your financial risks.

    How we help:

    • In-depth portfolio risk assessment and mitigation

    • Cash flow analysis and strategy development

    • Analyzing and optimizing your insurance coverage

    Learn more about our risk management strategies

  • Estate Planning

    High-net-worth estate planning is a critical component of financial security for individuals with significant assets. We help you take advantage of strategies such as trusts, asset protection, and charitable giving while staying on top of tax law changes to protect your hard-earned assets when transitioning them from one generation to the next.

    How we help:

    • Reviewing and updating wills, trusts, and other documents

    • Confirming and coordinating beneficiaries

    • Direct collaboration with your legal and accounting teams

    Learn more about our estate planning solutions

  • Investment Management

    The goal of any 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:

    • Thorough vetting and assembly of diverse investment opportunities

    • Meticulous monitoring, reallocation, and trading to maximize gains and minimize risk

    • Access to private offerings

    Learn more about our investment management strategies

Avidian Wealth Solutions
is defined by three primary qualities:


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


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


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


Why now? And why Avidian?

While we have been blessed over the years with a loyal clientele and steady growth, we have also observed that our clients’ needs have grown and evolved as well. Joining forces with a firm to enhance our client experience and a provide a deeper bench of expertise was our next step. After researching a number of local, regional and national firms, we determined that Avidian would be our ideal for our customers.

Avidian’s professional team includes many experienced CFPs®, CPAs, MBAs, Estate Planning Attorneys, and Chartered Financial Analysts. This will allow us to provide our clients even more sophisticated and customized tax and financial planning solutions, additional investment management options, new lending choices, business planning, estate planning and risk management solutions.


Will your investment strategy change?

That’s up to you! The continued market volatility over the last several years has shown that providing investment options beyond publicly traded securities (ETFs, stock, bonds, mutual funds) should greatly benefit our clients.

Through Avidian’s expertise in this area, we will now be able to offer qualified clients the opportunity to participate in direct real estate investments, private equity, private credit, venture capital opportunities and other investment options to enhance our diversified portfolios of publicly traded securities.

You can also remain invested solely in marketable securities if that is your preference.


Will your management fees change?

No. Even though we are greatly increasing the level of professional expertise, investment options and resources available to our clients, your fee rates will not change.


Will we be staying with TD Ameritrade (TDA)?

As you may be aware, Schwab Advisor Services bought TD Ameritrade last year. This will require all TDA accounts to transfer over to Schwab, or to another custodian such as Fidelity, sometime in 2023.

There are currently about 6,500 Advisor firms, such as ours, managing about $1.85 Trillion in assets with TD Ameritrade. We have become increasingly concerned about Schwab’s ability to efficiently handle this unprecedented and massive account transfer process, as well as provide acceptable client service to these accounts after transfer. We have also observed a significant decrease in TDA’s customer service since the merger announcement.

Therefore, we feel transitioning our client accounts to Fidelity as we proceed with the Avidian merger is the best course of action. Attached is some information about the benefits of working with Fidelity.


How does this switch to Avidian and Fidelity work?

It’s actually quite simple. We will send to you a Docusign form to establish the Avidian relationship in early January. We will also provide to you prefilled Docusign applications to open your Fidelity accounts and initiate account transfers. The whole process should take about 10 minutes on your end. That’s it… We will take care of the rest!


When exactly will this transition occur?

Our goal is to complete the transition to Avidian and Fidelity by the end of March, 2023. So, we have plenty of time to walk you through these new resources and investment options that will benefit you.

We will generate our usual client reports for the 4 th quarter of 2022 in early January. Account reports for 2023 forward will be generated through Avidian. In fact, Avidian uses the same portfolio management software and financial planning software that we that we use. So many of your reports will look quite familiar.


Come meet some of the Avidian Team!

We are planning a presentation next month so that you can meet and hear directly from members of the investment, planning and executive leadership teams of Avidian. Details to follow soon….

Preston and team member chatting

Meet the team

Avidian is much more than a group of financial advisors. Meet the multidisciplinary team who provide unparalleled, family office-style support to our clients.

Get To Know Us
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Get our insights

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.

Explore Resources
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Follow us on social media

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.

Follow Us
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Join Us on YouTube

Get the Market Lowdown – Join Avidian president Michael Smith and learn the latest on inflation, geopolitical events and stock market reactions, rising interest rates, and more.

Scott’s Solution Center – Join Scott Bishop, the Executive Director of Wealth Solutions as he discusses estate planning, business succession, investment and retirement strategies, and more.

Meet the Avidian Team – Get to know our team of advisors to gain the best advice in asset management, debt management, risk management, taxation, and wealth transfer.

link to Avidian Wealth youtube channel