Avidian Wealth Solutions is a team of independent fiduciaries who are committed to meeting the unique needs and challenges of our clients. With a comprehensive and evolving suite of services including financial planning, investment management, and insurance solutions, we strive to minimize risk through all aspects of our business, by understanding trends and planning strategically — while consistently maintaining our core values of trust, credibility, and transparency.

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Avidian Wealth Solutions

Jim Atkinson

This department focuses on providing financial advice and management services to clients, helping them grow and preserve their wealth.

Wealth Management

This department oversees and optimizes investment portfolios to achieve financial goals.

Avidian Wealth Solutions

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Wealth Management

Portfolio Management

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Avidian Wealth Solutions

Org chart

Teams

Wealth Management

Portfolio Management

Offices

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