btc financial advisors network

Directory

Morgen B. Rochard, CFA, RLP®

Specialties

  • Life Planning
  • Employee Stock, Option, and Non-Cash Compensation
  • Trust Beneficiary Services
  • Pre-Retirees

Contact / Connect

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About Morgen

Firm

Origin Wealth Advisers LLC
 

Bio

Origin Wealth Advisers LLC is a fee-only financial planning firm dedicated to helping bitcoin-aligned families build resilient, values-driven lives. The firm specializes in integrating long-term bitcoin savings into comprehensive financial planning, offering guidance on self-custody best practices, multi-sig and cold storage workflows, retirement and cash-flow design for volatile-asset households, advanced tax and estate strategies, asset-liability matching with bitcoin, and institutional-quality planning frameworks tailored to families holding meaningful bitcoin positions. As a strictly advice-only firm, Origin never sells products and serves clients as a true fiduciary.
 

Morgen founded Origin after beginning her career trading equity options and later advising ultra-high-net-worth families at two major private wealth management firms. She has since become a leading voice in bitcoin-centered financial planning, creating education and thought leadership for CPAs, RIAs, and families navigating the complexities of saving and building generational wealth with bitcoin. Morgen hosts the “Bitcoin for Advisors” and “Money Owners” podcasts, speaks at industry conferences, and is the author of “Personal Finance QuickStart Guide” and “Bitcoin Personal Finance” to be released in the summer of 2026. In her free time, she enjoys cooking, spending time outdoors with her family, and developing educational content for the broader Bitcoin community.

Location

Austin, TX

Website

https://www.originwa.com