
Last updated November 20, 2025
Planner
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.
Verified credentials and professional qualifications
Licensed and certified to provide financial advisory services
16+ Years Experience in financial advisory and wealth management
Acts as a fiduciary, legally obligated to put your interests first
Serving clients in Rochester, NY and surrounding areas
Matterhorn Private Wealth
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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.