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Mathew Mellier

CFP®CBDA℠
Palm Desert, CA

Contact Mathew Mellier

mmellier@hardworkingcapital.com312-307-6368

About Mathew Mellier

Mathew Mellier serves as the Managing Partner at Hardworking Capital Advisors, where his meticulous attention to detail and methodical approach set him apart in the wealth management industry. With a commitment to understanding his clients' unique financial situations, Mathew consistently demonstrates a thoughtful and empathetic perspective that guides his decision-making process.

Throughout his career, Mathew has built a reputation for thoroughly evaluating each scenario before making recommendations, ensuring that he considers all angles to provide the best possible outcomes for his clients. His dedication to excellence and client-centric focus have earned him the trust and respect of both clients and colleagues alike.

Outside of his professional endeavors, Mathew enjoys spending time with his family and engaging in community activities, reflecting his belief in the importance of strong relationships both personally and professionally.

Areas of Focus

Professionals featured here generally offer both traditional wealth management services and Bitcoin aware advisory support. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

Financial advisors with Bitcoin expertise can help integrate digital asset planning with traditional investment and retirement strategies. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CFP®CBDA℠

Why You Can Trust Mathew

Verified credentials and professional qualifications

Professional Credentials
CFP®CBDA℠

Licensed and certified to provide financial advisory services

Years of Experience

24+ 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 Palm Desert, CA and surrounding areas

Firm Affiliation

Hardworking Capital Advisors

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

Verify Mathew's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

2977040

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

Important questions to discuss with Mathew Mellier include: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

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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: Mathew Mellier 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.