Avidian Wealth Management | Built For Advisors By Advisors

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Succession

The Avidian Freedom Plan is designed for Advisors looking for a custom-built exit strategy. We understand that most advisors desire flexibility and choice in how their careers and clients are transitioned. The Freedom plan has been built with you and your clients in mind.

Ally

For advisors looking to join forces with a firm that puts the Advisor and Client Experience as the #1 priority, there is no better Ally than Avidian. At our core is a relentless pursuit and desire to deliver the best possible experience for both the client and advisor. We accomplish this through driving an energizing, uplifting environment combined with dynamic innovation.

Thrive

Brokerage, bank or RIA, If you’re looking to accelerate the growth of your book, we can help. Avidian tailors our offering to meet each advisors goal and provide the fuel they need to achieve their vision. Avidian provides growth opportunities through our in-house marketing channels, Advisor Insight Program, full access to our cutting-edge media studio, and qualified lead distribution.

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Ally

Thrive

Succession

Competitive Payouts

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.

A clear focus on the client and advisor

Focus

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Industry Leading Custodians

Top Tier Research & Trading
Capabilities

Efficient Reporting
& Billing System

Exceptional Planning Abilities
& Software

Innovative Technology

Effective Marketing

At Avidian, we only partner with the best custodians to house the assets of our hard-working clients. Our assets are custodied at Fidelity, Schwab, and Millennium Trust.

Industry Leading Custodians

Top Tier Research & Trading
Capabilities

Efficient Reporting
& Billing System

Exceptional Planning Abilities
& Software

Innovative Technology

Effective Marketing

Our investment management team provides a range of solutions and services focused on the best desired outcomes for our clients and their advisors. Our in-house team utilizes research from top institutions, along with trading capabilities focused on a core/satellite approach. We can work with any advisor as we utilize a wide variety of ETF’S, individual stock strategies, and Separately managed accounts, along with individual bonds and bond ETF’s. Your Accredited and Qualified clients will also have access to a host of Alternative Investments including Private Funds.

Industry Leading Custodians

Top Tier Research & Trading
Capabilities

Efficient Reporting
& Billing System

Exceptional Planning Abilities
& Software

Innovative Technology

Effective Marketing

One of the most important aspects of investment management for a firm is efficient reporting and billing. We utilize Orion to give our advisors the best tools for watching over the assets of the families they have been entrusted with. We’ve customized our processes to create an extremely effective and accurate billing system with a user friendly interface.

Industry Leading Custodians

Top Tier Research & Trading
Capabilities

Efficient Reporting
& Billing System

Exceptional Planning Abilities
& Software

Innovative Technology

Effective Marketing

You may want choices when offering planning services to your clients. Money Guide Pro and eMoney are both available to our advisors. We further enhance your capabilities by providing access to our in-house planning team who are available to assist with planning services, answer client questions, co-present plans and offer guidance on important planning topics.

Industry Leading Custodians

Top Tier Research & Trading
Capabilities

Efficient Reporting
& Billing System

Exceptional Planning Abilities
& Software

Innovative Technology

Effective Marketing

The Financial service industry is changing at a rapid pace and we aim to keep you on the cutting edge when serving clients with innovation and excellence. Our drive to provide advisors the best tools available continues to be the focus of our Technology Leadership Team. Through these efforts we have implemented a Tech Stack that is second to none. Our Tech offerings continually grow and evolves as we discover new ways to assist our advisors with delivering the best client experience possible.

Industry Leading Custodians

Top Tier Research & Trading
Capabilities

Efficient Reporting
& Billing System

Exceptional Planning Abilities
& Software

Innovative Technology

Effective Marketing

Each advisor at Avidian has the opportunity to leverage the many years we have spent developing a focused and effective multi-layered marketing system. Daily live radio, newsletters, Social Media posts, SEO, Google AdWords, paid advertising, charity events, Interviews, podcasts, live events and whitepapers are among the many active marketing channels we pursue. We also offer a lead distribution program for advisors seeking to grow their book of business.

A Firm Foundation for Our Business

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A Firm Foundation for Our Business

Risk
Management

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.

How we help:

In-depth portfolio risk assessment and mitigation

Cash flow analysis and strategy development

Analyzing and optimizing your insurance coverage

Tax
Strategies

Don’t let taxes eat away at what you’ve built. Across our financial services, 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.

How we help:

Developing IRA and Roth IRA funding strategies

Tax-efficient retirement income planning

Strategic reviews of current tax returns

Estate
Planning

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.

How we help:

Reviewing and updating wills, trusts, and other documents

Confirming and coordinating beneficiaries

Direct collaboration with your legal and accounting teams

Financial
Planning

Avidian’s comprehensive approach to 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.

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

Investment
Management

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

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

The Avidian Way

Client
&
Avidian
Team

Click each section to learn more

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choose
freedom.

"We chose independence for the freedom, flexibility, and control to design and run an optimal practice centered around our clients. Our clients deserved more, and our team deserved more.

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

Choose
Growth.

“I brought my team to Avidian Wealth 7 years ago to help grow the firm’s financial planning capabilities. If you are worried about fee compression for your investment advisory book of business and are thinking about adding Financial Planning and Wealth Management services for your clients, Avidian may be a solution for you. At Avidian, we try to coordinate our clients financial, estate and retirement plans with their overall investment and portfolio management to create a more wholistic and customized investment solution tied to our clients’ goals.

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

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Legacy

Growth

Freedom

Start Your Journey With Avidian

We would love to meet you