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Stephen Burton — Bitcoin & Digital Asset Financial Advisor

Last updated November 3, 2025

Advisor & Portfolio Manager

CFP®CBDA℠
Katy, TX

About Stephen Burton

Stephen Burton works as a financial advisor in Katy, TX, helping clients navigate both conventional investments and Bitcoin related strategies.

Investors often seek clarity on how digital assets like Bitcoin interact with conventional wealth management approaches.

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.

Areas of Focus

Financial advisors in this directory typically combine conventional planning expertise with knowledge of Bitcoin and digital asset considerations. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

Working with a Bitcoin knowledgeable advisor can provide clarity on how digital assets fit within your overall wealth strategy. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

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.

Questions to Ask This Advisor

When you speak with Stephen Burton, you may want to ask questions like: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

Explore other Bitcoin financial advisors and professionals in your area or with similar credentials:

Frequently Asked Questions About Bitcoin Wealth Platform

Bitcoin Wealth Platform is an independent directory, not an advisory firm. We help connect you with Bitcoin aware advisors but do not provide investment advice.

Planning Tools

If you'd like to explore future-value or retirement scenarios before speaking with an advisor, you can use our Bitcoin planning calculators.

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.