09/29/2025
Should I Take Social Security Early?
Our optimized approach to wealth management
At Avidian, we do more than manage your money, we provide a suite of wealth planning solutions throughout your financial life.
Secure Your Wealth.
Simplify Your Life.
A boutique family office experience designed for founders, executives, entrepreneurs and families. A fiduciary partnership for foundations and endowments.
$
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.
Investment
management
Financial
planning
Estate
planning
Tax
strategies
Risk
management
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
Schedule a conversation
Whether you’re seeking guidance on investments, advice on protecting your assets, or are simply looking for proactive counsel, our team is here to help.
Who we serve
At Avidian Wealth Solutions, we partner with individuals, families, and institutions to deliver tailored financial strategies meant to grow wealth, protect legacies, and support long-term goals Continue reading to learn more about who we serve, and how we help to align their financial planning with their long-term goals.
Private Wealth Management
We help high-net-worth individuals manage, grow, and protect their wealth with a structured yet flexible approach. From investment management to retirement readiness and beyond, we act as a financial quarterback: aligning all aspects of wealth management so clients can focus on what matters most.
Avidian Family Office
Our boutique family office model provides comprehensive oversight for families with significant wealth, without the cost or complexity of running a private office. We coordinate governance, trusts, investments, and philanthropic strategies, while also supporting multi-generational continuity and mission-driven legacy planning.
Endowments and Foundations
We partner with endowments, foundations, and other nonprofits to deliver disciplined investment management and governance support. Through our Outsourced CIO (OCIO) model, we serve as fiduciary co-partners, guiding boards, refining investment policies, and aligning portfolios with mission objectives.
Trusted experience
Our team is comprised of highly credentialed, specialized, and experienced wealth management professionals who work together to handle multiple aspects of your financial life, including asset management, debt management, risk management, taxation, wealth transfer, and more.
The Avidian difference
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.
Transparent
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.
Diligent
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.
Proactive
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.
Connected
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.
Explore market insights
From measured articles to in-depth analysis of the issues affecting the market in our weekly video series, our team offers their perspectives on current events, market fundamentals, and more.
Boutique family office
Schedule a conversation
Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*
Wealth Management in Houston
Avidian Wealth Solutions is home to an award-winning, multidisciplinary team of financial advisors and professionals in Houston, including MBAs, CFPs, CFAs, CEPAs, and more. Our boutique family office experience in Houston is designed to help high-net-worth individuals, families, entrepreneurs, founders, executives, energy professionals, physicians, and more optimize their financial lives so that they can focus more on the things that matter to them.
When you choose Avidian, you’re choosing fiduciary wealth management in Houston that puts your interests first. Our Houston wealth management services include financial planning, retirement planning, tax planning, and more. Ready to get started? Contact us today to schedule a conversation with one of our advisors.
Wealth Management in Austin
Avidian Wealth Solutions offers a suite of Austin wealth management services delivered by a multidisciplinary team of financial professionals, including MBAs, CFPs, CFAs, CEPAs, and more. Our suite of services has been curated to meet the complex needs of high-net-worth families, entrepreneurs, executives, tech professionals, physicians, and more.
Our boutique family office experience in Austin is designed to help you optimize your wealth through services like financial planning, investment management, tax planning, retirement planning, and more. Ready to get started? Contact us today to schedule a conversation with one of our advisors.