Founded in 2003, Avidian is an independent wealth management firm that takes a holistic approach in providing solutions for our clients. Our professional team includes Certified Financial Planners®, Certified Public Accountants, MBAs, Attorneys, and Chartered Financial Analysts. We collaborate as a team with you and your trusted network of professionals to ensure that all aspects of your finances are coordinated and working in line with your goals. Our engagement process is designed to help you make informed and confident decisions in the areas of financial planning, estate planning, tax strategies, risk management and investment management.
Senior Financial Advisors