Jacob Phelps, CFP®

Specialties

  • Faithful Stewardship
  • Privacy & Sovereignty
  • Bitcoin Estate Planning
  • Business Owners
  • Equity Compensation
  • Tax Strategy

Contact / Connect

About Jacob

Firm

Bio

A world where financial liberation is not just a dream, but a reality available to all is finally here.

You’ve broken free, swallowed the orange pill, and are skeptical of traditional financial advisors looking at you like you have three heads when you ask them how to implement multi-sig self custody, coinjoin your stack, buy non-KYC sats, or use wallet time locks to implement your estate plan.

Like me, they’ve probably worked with high net worth families, business owners, and complex financial scenarios and that’s the credibility they hang their hat on, but there’s one important detail that evades their understanding.

Our money is broken.

Now, you have the opportunity to take personal responsibility for your money and financial future with the guidance of a financial planner that understands you, bitcoin, and the unique opportunities/challenges you face.

Schedule a free discovery call through our website link above and let’s work together to give you the clarity other advisors can’t.

Location

Remote/Online only

Website