Home/Find Advisors/Stephen Burton
Stephen Burton

Stephen Burton — Bitcoin & Digital Asset Financial Advisor

Advisor & Portfolio Manager

CFP®CBDA℠
Katy, TX

About Stephen Burton

Stephen Burton is a trusted Bitcoin and digital asset financial advisor serving clients in Katy, TX. With expertise in cryptocurrency wealth management, Bitcoin portfolio allocation, and crypto tax planning, Stephen helps high-net-worth individuals and families navigate the complexities of digital asset investing while integrating Bitcoin into comprehensive financial and retirement planning strategies.

Stephen Burton is a dedicated Advisor and Portfolio Manager at Autumn Lane Advisors, where he specializes in providing comprehensive wealth management solutions for individuals, families, and businesses. With a keen understanding of the complexities associated with significant wealth, Stephen is committed to delivering tailored strategies that allow clients to focus on what matters most in their lives.

With years of experience in the financial industry, Stephen has honed his expertise in custom financial planning, investment management, charitable giving, and tax and estate planning. His meticulous, time-tested processes ensure that each client receives a holistic approach to their financial needs, aligning strategies with their personal goals and life stages.

As a financial steward, Stephen believes in the importance of collaboration and works closely with clients and their existing advisors to gain a comprehensive view of their financial landscape. His commitment to fostering meaningful relationships and providing exceptional service sets him apart in the field.

Outside of his professional endeavors, Stephen enjoys spending quality time with his family and exploring the great outdoors, which keeps him grounded and connected to the values he instills in his practice.

Credentials & Licenses

CFP®CBDA℠

Why You Can Trust Stephen

Verified credentials and professional qualifications

Professional Credentials
CFP®CBDA℠

Licensed and certified to provide financial advisory services

Years of Experience

6+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Katy, TX and surrounding areas

Firm Affiliation

Autumn Lane Advisors

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Verify Stephen's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

6946487

Important: Always independently verify an advisor's credentials, registration status, and disciplinary history before engaging their services. The link above connects directly to the official SEC Investment Adviser Public Disclosure database.

Important Disclaimer: Stephen Burton is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.