Headshot of James Horn, Bitcoin-aware financial advisor in Rochester, NY

James Horn — Bitcoin & Digital Asset Financial Advisor

Last updated November 20, 2025

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CFP®CPACBDA℠
Rochester, NY

About James Horn

Based in Rochester, NY, James Horn provides financial advisory services that integrate traditional planning with Bitcoin and digital asset considerations.

Investors often seek clarity on how digital assets like Bitcoin interact with conventional wealth management approaches.

James Horn is a seasoned financial planner at Matterhorn Private Wealth, where he leverages his extensive expertise to guide clients through their financial journeys. With a robust background as a Director, he has honed his skills in wealth management and investment strategies, ensuring that each client receives tailored advice that aligns with their unique goals and aspirations.

James earned his degree from Saint John Fisher College, where he laid the foundation for his career in finance. His commitment to continuous learning and professional development is evident in his approach to client relationships, as he prioritizes transparency and trust at every step. He is dedicated to empowering clients with the knowledge and tools they need to make informed financial decisions.

Outside of his professional endeavors, James enjoys spending time with his family and exploring the outdoors, embodying a well-rounded approach to life that mirrors his philosophy in financial planning.

Areas of Focus

Financial advisors in this directory typically combine conventional planning expertise with knowledge of Bitcoin and digital asset considerations. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

Working with a Bitcoin knowledgeable advisor can provide clarity on how digital assets fit within your overall wealth strategy. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CFP®CPACBDA℠

Why You Can Trust James

Verified credentials and professional qualifications

Professional Credentials
CFP®CPACBDA℠

Licensed and certified to provide financial advisory services

Years of Experience

16+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Rochester, NY and surrounding areas

Firm Affiliation

Matterhorn Private Wealth

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Verify James's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

5495146

Important: Always independently verify an advisor's credentials, registration status, and disciplinary history before engaging their services. The link above connects directly to the official SEC Investment Adviser Public Disclosure database.

Questions to Ask This Advisor

Before engaging James Horn, consider asking questions such as: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

Explore other Bitcoin financial advisors and professionals in your area or with similar credentials:

Frequently Asked Questions About Bitcoin Wealth Platform

Bitcoin Wealth Platform is an independent directory, not an advisory firm. We help connect you with Bitcoin aware advisors but do not provide investment advice.

Important Disclaimer: James Horn is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.