Financial growth and wealth preservation strategies provided by Fides Financial Advisory.
Financial growth and wealth preservation strategies provided by Fides Financial Advisory.

AUSTIN, TX

Private Wealth, Mergers & Acquisitions, Recapitalizations Advisory

Rational Guidance for Critical Financial Decisions

Fides Financial Advisory provides independent, institutional-level guidance for high-net-worth families, founders, and business owners navigating complex financial transitions. With more than 25 years of experience spanning Big Four advisory, public company leadership, private equity-backed growth, and venture-funded startups, Fides helps clients evaluate opportunities through a disciplined, rational lens. From selecting the right fiduciary-focused wealth management partner to preparing for mergers, acquisitions, recapitalizations, or strategic capital raises, Fides serves as a trusted advocate focused on long-term outcomes, transparency, and legacy preservation.

Fides Financial Advisory strategic wealth management and investment oversight services helping clients evaluate portfolio performance and long-term financial goals.

Strategic Wealth Oversight & RIA Selection

Choosing the right wealth management partner is one of the most important financial decisions an individual, business or family can make. Fides helps clients identify and vet Registered Investment Advisors (RIAs) or private bank wealth managers through a rigorous, independent due diligence process designed to prioritize fiduciary integrity, transparency, and long-term alignment.

  • RIA or private bank evaluation and selection

  • Institutional-grade due diligence and risk review

  • Fee structure and transparency analysis

  • Optional ongoing advisor oversight and advocacy

  • Wealth strategy alignment for long-term legacy planning

  • No fees are borne by you

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Fides Financial Advisory helping business owners evaluate mergers, acquisitions, strategic capital opportunities, and long-term business growth.

Mergers, Acquisitions & Strategic Capital

Liquidity events and capital raises require more than introductions—they require experienced strategic guidance. Fides works with business owners to prepare for transactions, evaluate opportunities, and connect with elite boutique investment bankers and capital partners throughout Austin’s evolving financial ecosystem.

  • Transaction readiness and strategic planning

  • M&A advisor and boutique banker introductions

  • Recapitalization and growth capital guidance

  • Valuations, quality of earnings and market positioning provider evaluation and selection

  • Coordination with legal, tax, and advisory teams

  • Independent advocacy throughout the transaction process

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Testimonials

  • “Steve served as interim CFO to a founder-owned company and helped guide its acquisition by a PE-backed portfolio company on whose board I served. His calm demeanor, experience, and steady leadership gave the founders comfort and confidence throughout the process. From the acquiring company’s side, his know-how and collaborative approach made him excellent to work with. I would welcome the opportunity to work with Steve again in the future.”

    - John Bahr, Managing Partner, AHR Growth Partners

  • "Many CFOs understand the internal financial statements, but Steve understands the business and its place in the market. Having been a Big Four Partner, a CEO, a company co-founder, and a CFO, he has a wealth of experiences that aren’t common with some finance types. He doesn’t just 'advise” on wealth management or M&A transactions; he helps lead them. Plus, his integrity is absolute—you know exactly where you stand with him.”

    - Rob Kaczmarek - CEO and Founder of Inbanx