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Financial Planning for Oil and Gas Professionals

Helping petrochemical professionals maximize their benefits

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Wealth management designed to simplify your life as an energy professional

Houston is known as one of the world’s energy capitals. As such, many oil and gas professionals in the area are looking for financial advisors that have the specialized understanding required to handle the unique challenges that face the energy industry — that being a strong reliance on a very volatile market.

At Avidian Wealth Solutions, we can offer just that. Our fiduciary wealth management team is well-equipped to act as financial advisors for oil and gas professionals like yourself to create a financial plan that helps you take full advantage of your income, stock options, and employee benefits. Let us take the complexities out of planning for and protecting your financial future.

Our team works with high-earning oil and gas executives, engineers, and more from energy companies in Texas and other big oil states such as:

  • Exxon Mobil
  • Halliburton
  • Shell
  • BP
  • BHP
  • Billiton
  • Phillips 66
  • Chevron

Learn more about how we help oil and gas professionals by contacting us today.

Our full circle approach to wealth management

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

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:

  • Thorough, tailored vetting and assembly of diverse investment opportunities
  • Monitoring, reallocation, and trading to maximize gains and minimize risk
  • Access to private offerings*

Learn more about our investment management strategies.
*For qualified clients only

Ready to take the next step toward a simpler financial life? 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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How can Avidian Wealth Solutions help oil and gas professionals?

You’ve worked hard to get to where you are financially. Now it’s time to partner with a wealth management firm that can guide you as you work to get the most from the compensation and benefits packages provided by your company, incorporating them into your total financial plan.

With our guidance, you can move forward with confidence that your financial planning in Houston and beyond is in good hands. From providing advice on how to save on taxes through company stock to guiding you in creating an investment plan focused on both protection and growth, we work with oil professionals to create a thoughtful plan that helps them meet their overarching financial goals in the following areas:

Financial planning

Financial planning for oil and gas executives involves careful budgeting and strategizing to try to maximize profits while mitigating risks associated with volatile energy markets. We can help you assess and plan for your financial future, whether that includes retirement, purchasing a home, or investing in oil and gas companies.

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Charitable giving

Making charitable donations through a donor advised fund or family foundation can be an efficient and cost-effective way to give. Donor advised funds and family foundations both offer significant tax advantages, allowing donors to receive a charitable deduction for donations made.

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Investment management

Investment management for oil and gas professionals requires a comprehensive understanding of the market, strategic analysis, and experience in managing complex portfolios. By leveraging the working knowledge of Avidian, together we can work to maximize your investments while minimizing your risks.

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Retirement planning

Oil and gas professionals should plan for retirement carefully, as your industry is highly volatile and challenging to predict. To mitigate financial risks, Avidian will partner with you to create a retirement strategy that covers both short and long-term needs, working to help you achieve your post-career goals and aspiration.

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Estate planning

Estate planning is an important part of achieving financial security, as those who are in the oil and gas industry may have complex assets that require specialized advice from a knowledgeable wealth management firm like Avidian Wealth Solutions.

Estate Planning

Tax planning

Avidian can work collectively with your existing financial team to identify areas for potential tax savings. Our high-net-worth tax strategies cover multiple aspects including tax reduction, maximizing credits and deductions, reviewing tax returns, and annual tax-loss harvesting.

Tax Planning

Total wealth management tailored to your financial needs

Whether we are considering the various elements of estate planning or creating an investment strategy that takes into account financial risk management solutions, we consider your bigger financial picture in all that we do. By approaching your finances from this highly inclusive perspective, our specialized, multi-disciplinary team is able to create a customized wealth management plan that compliments each aspect of where you are financially versus where you want to be.

What Avidian can do for you:

Review your employee benefits package

Energy companies are known in part for their competitive employee benefits package that typically includes pension plans, 401(k) matching, company stock options, health savings account (HSAs), or if you work for ExxonMobil, the ExxonMobil savings plan. While these benefits can contribute greatly to your overarching financial plan, it can be difficult to ensure that you’re maximizing each to its fullest potential. When you partner with us, we will help you review your benefits package, understand how they may affect your taxes, and weigh the pros and cons of each option to help you feel confident that you’re getting the most out of all that’s available to you from your energy company.

Help plan for and secure the retirement you’ve been working toward

In a volatile industry such as oil and gas, it’s even more important to have a retirement plan in place that prepares for these highs and lows to secure a seamless transition into retirement. As part of our financial planning for retirement, we offer you actionable insights into how you can better utilize your employer-offered retirement plans, plan for and diversify your retirement income, and implement an efficient and effective tax strategy.

Review tax advantages on highly appreciated company stock

Although you can’t avoid paying taxes, you can create a financial plan that aims to minimize your tax burden while preserving your hard-earned wealth. Together with your existing team of advisors, we work to create a tax strategy that includes tax return reviews, managing short- and long-term investments, creating a tax-efficient investment portfolio, and strategizing your tax-efficient retirement accounts — all with the goal of helping you save the most of your hard-earned dollars.

Financial insights for oil and gas executives

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