btc financial advisors network

Directory

Fiduciary Advice. Bitcoin Only.

Independent Fee-Only Financial Planners

directory

A Network to Support Financial Sovereignty

Choosing a financial advisor who “gets” bitcoin can feel overwhelming. You’re looking for a financial planner who:

Qualified

Has the education and expertise relevant to your financial situation. 

Relevant

Understands the current economic environment and perceives the nature of the current monetary system. 

Committed

Follows strict ethical standards, acts as a fiduciary, and always puts your interests first. 
 

Orange-Pilled

Appreciates your desire and commitment to include bitcoin in your financial plan. 

About the Bitcoin Financial Advisors Network

The Bitcoin Financial Advisors Network is a group of independent financial planning experts who meet qualifications and standards that exceed those of most financial planners.

We each operate our own separate businesses, but are united by our commitment to provide clients with the highest quality of advice. Here are some of the requirements to be listed as a member of our network. 

REPUTATION

Our members do not have any derogatory marks on their records as financial professionals AND they maintain a positive reputation in their communities and the industry at large. Membership is by invite only.

COMPREHENSIVE

Focused on comprehensive financial planning as opposed to strictly investment management. You can rest assured that your entire financial picture will be taken into account and planned for.

BITCOIN, NOT CRYPTO

All of our members believe that bitcoin is money, adopt it personally, and recommend to clients. 

FIDUCIARIES

We’re fiduciaries. Simply put, we have a strict ethical & legal obligation to act in the best interest of our clients at all times, or we are personally held liable. 

FEE-ONLY

We are fee-only (commission-free), meaning that we don’t collect any kind of commissions or kickbacks for the recommendations we make to clients.

Connect With an Advisor

Matt Costa

CPA, CFP®

Specialties

  • Tax Planning
  • Business Owners
  • Bitcoin Estate Planning
  • Investment Planning
Visit Matt's Profile

Jirayr Kembikian

CFP®

Specialties

  • Company equity compensation
  • Planning for Startup founders
  • Planning for early financial independence
  • Tax planning
 
Visit Jirayr's Profile

Theresa Morrison

CFP®

Specialties

  • Investments + Alternative assets
  • Equity + Liquidity event planning
  • Generational wealth strategies
Visit Theresa's Profile

Morgen Rochard

CFA, RLP®

Specialties

  • Life Planning
  • Employee Stock, Option, and Non-Cash Compensation
  • Trust Beneficiary Services
  • Pre-Retirees
Visit Morgen's Profile
View All Advisors In The Directory

btc financial advisors network

Bitcoin Financial Advisors Network (“BTC-FAN”) does not provide and does not intend to provide
investment, accounting, tax, or legal advice through this website. Information contained on this website
is for informational and educational purposes only. Third party links and resources are provided for your
convenience and have not been independently verified by BTC-FAN. BTC-FAN is not responsible for the
accuracy or viability of the information or services offered through third-parties. Inclusion of links to
third-party content is not an endorsement by BTC-FAN of such content or services. Use your discretion.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.