Avidian Wealth Solutions announces its acquisition of longtime
Austin advisory firm Equistar
Wealth Management, which currently has $166
million in assets under management (AUM).
HOUSTON, May 17, 2024
/PRNewswire-PRWeb/ -- Avidian Wealth Solutions, a leading
independent financial advisory firm, is pleased to announce its
acquisition of Equistar Wealth Management, an independent
investment management firm with $166
AUM based in Austin, Texas.
Existing Equistar clients will benefit from Avidian's advanced
capabilities and multi-tier service model. This also marks
Avidian's second acquisition within 16 months.
"We welcome Equistar Wealth Management into the Avidian family,
and look forward to leveraging our combined experience to provide
even greater value and opportunities for our clients." --
Luke Patterson, CEO at Avidian
Wealth Solutions
"This acquisition represents a significant milestone for Avidian
Wealth Solutions," says Avidian CEO Luke
Patterson. "We welcome Equistar Wealth Management into the
Avidian family, and look forward to leveraging our combined
experience to provide even greater value and opportunities for our
clients."
Equistar Wealth Management has built a stellar reputation for
providing tailored investment management and financial planning
services. Their commitment to an objective, relationship-based
approach has earned them the trust of their clients, who value
personalized attention and thoughtful decision-making
processes.
Jenny Fleming, Principal of
Equistar Wealth Management and longstanding Austin financial advisor, brings over 25 years
of industry experience and will be serving as one of Avidian's
newest Wealth Advisors. With certifications as a Certified Public
Accountant (CPA), Certified Financial Planner® (CPF®), and Personal
Financial Specialist (PFS), Jenny embodies the highest standards of
professionalism in the industry.
"I am excited about this next chapter for Equistar and our
clients," says Fleming, "and have the utmost confidence that
Avidian aligns well with our values in what I believe will be a
seamless transition and continued exceptional service for our
clients."
Laura B. Vollrath, Financial
Advisor at Equistar, also brings over 20 years of experience in the
financial industry. Laura's many years of experience as Chief
Compliance Officer and Operations Manager with another advisory
firm, as well as her experience as a client-centric Financial
Advisor at Equistar, reflect her dedication to client relationships
and her deep understanding of financial matters, which will make
her a valuable addition to Avidian's team and existing client
base.
"We are thrilled to welcome Equistar Wealth Management to the
Avidian family," said Jim Atkinson,
COO at Avidian Wealth Solutions. "Jenny
Fleming and her team have built a remarkable practice
centered around personalized service and sound financial advice.
This acquisition not only helps to expand our reach in the
Austin market but also reinforces
our commitment to providing exceptional service and experience to
our clients."
ABOUT AVIDIAN WEALTH SOLUTIONS
Avidian Wealth Solutions is a Houston-based 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 but not limited to financial planning, investment
management, and insurance solutions, Avidian strives to minimize
risk through all aspects of our business, by understanding trends
and planning strategically — while consistently working to maintain
our core values of trust, credibility, and transparency. For more
information, visit avidianwealth.com.
ABOUT EQUISTAR WEALTH MANAGEMENT
Equistar Wealth Management is an independent, fee-only financial
advisory firm providing tailored investment management and
financial planning services to Austin investors and families. Client
relationships at Equistar are built on mutual trust and open
communication, meaning they truly get to know you, your financial
situation, and your life goals, so that they can customize a plan
that's just right for you.
For more information, please contact Justin King at 281-822-8802 or email
justinking@avidianwealth.com.
Media Contact
Justin King, Avidian Wealth
Solutions, 1 281-822-8802, justinking@avidianwealth.com,
https://avidianwealth.com/
View original
content:https://www.prweb.com/releases/avidian-wealth-solutions-unveils-further-expansion-into-austin-market-302143445.html
SOURCE Avidian Wealth Solutions