Does Bitcoin Wealth Platform provide investment advice?

No. Bitcoin Wealth Platform is an independent directory that helps you find advisors who may be familiar with Bitcoin and digital assets. All advice is provided by the individual advisors or firms, not by BWP.

How should I evaluate an advisor listed here?

Always review an advisor's regulatory records, background, experience, and compensation model. Use official sources such as SEC IAPD and FINRA BrokerCheck, and ask direct questions about how they work and whom they serve.

Are all advisors on this site Bitcoin experts?

Advisors listed here have indicated some level of familiarity or interest in Bitcoin and digital assets, but their experience and services vary. It is important to confirm their specific experience and capabilities directly with them.

Is working with a Bitcoin aware advisor right for me?

That depends on your situation, goals, and risk tolerance. A conversation with an advisor can help you decide whether and how Bitcoin should be included in your planning, or whether other strategies might be more appropriate.

Home/Find Advisors/Delaware/Joseph McGloin

Joseph McGloin

CBDA℠

Rehoboth Beach, DE

Contact Joseph McGloin

joe@bdfsmail.com 302-265-2236

About Joseph McGloin

Joseph McGloin is an Associate Advisor at Black Diamond Financial Solutions in Rehoboth Beach, Delaware, where he specializes in guiding young families, pilots, and restaurant professionals toward achieving their financial goals. With a keen understanding of the unique challenges faced by these communities, Joseph is dedicated to providing tailored financial strategies that empower his clients to thrive.

Joseph's commitment to financial education is underscored by his achievement of the Certified Blockchain and Digital Assets (CBDA) certificate. This credential reflects his dedication to staying informed about emerging trends and technologies in the financial landscape, ensuring that his clients receive the most relevant and innovative advice available.

With a warm and approachable demeanor, Joseph believes that building strong relationships with his clients is essential for effective financial planning. He takes pride in being a trusted partner on their journey to financial success, helping them navigate their unique paths with confidence and clarity. Outside of his professional pursuits, Joseph enjoys engaging with his community and spending time with his family, always seeking to find balance between work and personal life.

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

CBDA℠

Why You Can Trust Joseph

Verified credentials and professional qualifications

Professional Credentials

CBDA℠

Licensed and certified to provide financial advisory services

Years of Experience

1+ 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 Rehoboth Beach, DE and surrounding areas

Firm Affiliation

Black Diamond Financial Solutions

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

Verify Joseph's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

7755385

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

When you speak with Joseph McGloin, you may want to ask questions like: 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.

Planning Tools

If you'd like to explore future-value or retirement scenarios before speaking with an advisor, you can use our Bitcoin planning calculators.

Important Disclaimer: Joseph McGloin 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.