Advisors
Directory Of Advisors
CPA, CFP®
Charlotte, NC + Annapolis, MD
+ Virtual
Specialties
- Tax Planning
- Business Owners
- Bitcoin Estate Planning
- Investment Planning
Denver, CO + Virtual
Specialties
- Retirement
- Bitcoin Services
- Financial Planning
- Wealth Management
CFP®
Tucson, AZ + virtual
Specialties
- Investments + Alternative assets
- Equity + Liquidity event planning
- Generational wealth strategies
CFP®, CBDA, CPA (inactive)
Philadelphia Suburbs
Specialties
- Family Law / Divorce
- Tax-minimization strategies
Colorado Springs + Virtual
Specialties
- Retirement Planning
- Asset Management
- Estate
- Bitcoin Inheritance
CFP®
San Francisco + Virtual
Specialties
- Company equity compensation
- Planning for Startup founders
- Planning for early financial independence
- Tax planning
CFP®
Kansas City + Virtual
Specialties
- Young Families
- Pre-retirees
- Oracle employees
CFP®
Texas + Virtual
Specialties
- Families pursuing early financial independence
- Business owners
- Tax planning
Virtual
Specialties
- Asset Management
- Retirement Planning
- Estate
- Bitcoin Custody
CFA, RLP®
Austin, TX
Specialties
- Life Planning
- Employee Stock, Option, and Non-Cash Compensation
- Trust Beneficiary Services
- Pre-Retirees
Grand Forks, North Dakota + Virtual
Specialties
- Bitcoin in IRAs & Retirement Accounts
- Fee-Only, Fiduciary Advice
- Retirement Income Without Forced Selling
- Self-Custody & Multisig
- Bitcoin Inheritance & Custody Setup
- Asset Management
- Traditional Investing Alongside Bitcoin
CPA, CFP®
Charlotte, NC + Annapolis, MD + Virtual
Specialties
- Tax Planning
- Business Owners
- Bitcoin Estate Planning
- Investment Planning
CFP®
Texas + Virtual
Specialties
- Families pursuing early financial independence
- Business owners
- Tax planning
Colorado Springs + Virtual
Specialties
- Retirement Planning
- Asset Management
- Estate
- Bitcoin Inheritance
Denver, CO + Virtual
Specialties
- Retirement Services
- Bitcoin Services
- Financial Planning
- Wealth Management
Virtual
Specialties
- Asset Management
- Retirement Planning
- Estate
- Bitcoin Custody
CFP®
Kansas City + Virtual
Specialties
- Young Families
- Pre-retirees
- Oracle employees
CFP®
San Francisco + Virtual
Specialties
- Company equity compensation
- Planning for Startup founders
- Planning for early financial independence
- Tax planning
Denver, CO + Virtual
Specialties
- Retirement
- Bitcoin Services
- Financial Planning
- Wealth Management
CFA, RLP®
Austin, TX
Specialties
- Life Planning
- Employee Stock, Option, and Non-Cash Compensation
- Trust Beneficiary Services
- Pre-Retirees
Virtual
Specialties
- Asset Management
- Retirement Planning
- Estate
- Bitcoin Custody
Grand Forks, North Dakota + Virtual
Specialties
- Bitcoin in IRAs & Retirement Accounts
- Fee-Only, Fiduciary Advice
- Retirement Income Without Forced Selling
- Self-Custody & Multisig
- Bitcoin Inheritance & Custody Setup
- Asset Management
- Traditional Investing Alongside Bitcoin
CPA, CFP®
Charlotte, NC + Annapolis, MD + Virtual
Specialties
- Tax Planning
- Business Owners
- Bitcoin Estate Planning
- Investment Planning
CFP®
Tucson, AZ + Virtual
Specialties
- Investments + Alternative assets
- Equity + Liquidity event planning
- Generational wealth strategies
Colorado Springs + Virtual
Specialties
- Retirement Planning
- Asset Management
- Estate
- Bitcoin Inheritance
Grand Forks, North Dakota + Virtual
Specialties
- Bitcoin Retirement Planning
- Bitcoin in IRAs & Retirement Accounts
- Fee-Only, Fiduciary Advice
- Retirement Income Without Forced Selling
- Self-Custody & Multisig
- Bitcoin Inheritance & Custody Setup
- Asset Management
- Traditional Investing Alongside Bitcoin