ABOUT

Fides Financial Advisory: Your Strategic Partner for Wealth and Transition

Classical illustration of Fides, the Roman goddess of trust and good faith, representing the integrity, discretion, and fiduciary values of Fides Financial Advisory.
Classical illustration of Fides, the Roman goddess of trust and good faith, representing the integrity, discretion, and fiduciary values of Fides Financial Advisory.

Built on Trust. Driven by Rationality.

Fides was the revered Roman goddess and embodiment of trust, good faith, and moral integrity. But the name Fides represents more than faith; it stands for reliability and the “trust” required for any high-stakes partnership to succeed. I founded Fides Financial Advisory to bring that standard to the most critical financial moments in a person’s life.

For over 25 years, I have navigated the complexities of institutional finance - from the partner ranks of PwC and the boardrooms of NASDAQ-listed tech firms to the front lines of private equity turnarounds and venture-backed startups. Having served as a CEO, CFO, Founder, and Advisor, I understand that for high net-worth families and business owners, the “numbers” on a balance sheet represent something far greater: years of risk, hard work, and the foundation of a legacy.

I serve as a strategic partner to those who need a steady, rational hand to guide them through the crowded landscape of wealth management and corporate finance. I focus on two areas where the right connection is the greatest differentiator:

  • RIA or Private Bank Selection & Wealth Oversight: Choosing a wealth management partner is a generational decision. I leverage my deep knowledge of the Registered Investment Adviser (RIA) and private bank landscape to help you vet and select advisors who operate with a true fiduciary standard and align with your specific goals.

  • M&A and Strategic Capital Introductions: Whether you are considering a full exit, a recapitalization, or a financing round, the right banker is essential. I maintain close relationships with elite, boutique M&A investment bankers in Austin—professionals I trust to handle your business with the same level of care that I do.

Steve Burt, CPA and founder of Fides Financial Advisory, providing strategic financial guidance to business owners and high-net-worth individuals.

Beyond the Boardroom

I’ve called Austin home for decades, and my commitment to this community extends to my present and past work with the Boys & Girls Clubs of the Austin Area, the Eanes Education Foundation, and the McCombs Leadership Society at the University of Texas. When I’m not analyzing a deal or vetting an advisor, you can usually find me on the golf course. It’s a game I love deeply, even if it doesn’t always love me back. Much like in finance, I’ve found that persistence and a disciplined approach eventually pay off - even though I’m a high handicapper, I’ve managed to record two holes-in-one over the last decade. Whether on the green or at the closing table, I believe in staying the course, keeping a level head, and focusing on the long game.