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We know you have a lot of options when looking for a transition. Therefore, we offer payouts that are crystal clear. Our team understands that payouts in the advisor industry are often misleading. At Avidian, we take away all the confusion and present each advisor with a customized offer that is all-encompassing and based on the best possible pathway for success at Avidian.Client and Advisor Focused
At Avidian, Advisor and Client Experience are the main priority. Advisor Support and Innovation are the backbone of providing the best possible experience for our clients and advisors. We have developed leadership teams focused solely on providing the best technology and process refinement. When Fintech is unable to provide the solution we will undertake the creation of proprietary technology such as our Advisor Insight Program, which provides our advisors unparalleled transparency into their book and process to develop a clear path to value and sustainability.Advisor Owned
Avidian is 100% employee owned. Our partners work in and on the business every day. We have been able to remain true to our values and focus by remaining free of Institutional, private equity or large family ownership. This allows us the freedom to run the firm with a focus on our clients and advisors free of competing agendas.Positive and Collaborative Culture
Collaboration is one of our key firm values and we live this every day through our leadership and tactical teams. We enjoy collaborating with people who can work hard and partner together in achieving positive outcomes . We value client and advisor input and utilize it to pursue dynamic solutions for the needs of advisors, and their clients.













Management
How we help:
- In-depth portfolio risk assessment and mitigation
- Cash flow analysis and strategy development
- Analyzing and optimizing your insurance coverage
Strategies
How we help:
- Developing IRA and Roth IRA funding strategies
- Tax-efficient retirement income planning
- Strategic reviews of current tax returns
Planning
How we help:
- Reviewing and updating wills, trusts, and other documents
- Confirming and coordinating beneficiaries
- Direct collaboration with your legal and accounting teams
Planning
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
Management
How we help:
- Thorough, tailored vetting and assembly of diverse investment opportunities
- Meticulous monitoring, reallocation, and trading to maximize gains and minimize risk
- Access to private offerings
&
Avidian
Team

freedom.
We chose Avidian because of their culture and deliverables. It is refreshing having everyone in the firm focused on providing the best possible client and advisor experience. With no outside influence or distractions, we can focus solely on our clients and their needs. Providing the latest technology, common sense compliance, an open architecture investment platform, an extended team of highly credentialed professionals, and an atmosphere of collaboration, Avidian has delivered for our team.”
-Robert Harris

Growth.
If your current firm does not allow you to really offer comprehensive financial planning advice, it may be time to consider a change to both protect your book and to offer a deeper service to your clients. The financial planning department and other advisors at Avidian wealth can help you grow your knowledge in this area and help cement your relationship with your clients.”
-Scott Bishop
Start Your Journey With Avidian
We would love to meet youContact Us