Natalie Haggard — Bitcoin & Digital Asset Financial Advisor
Senior Wealth Advisor
Contact Natalie Haggard
About Natalie Haggard
Natalie Haggard is a financial advisor based in Tulsa, OK with credentials including CBDA℠, CFP® with Mariner Wealth Advisors. Their work focuses on Bitcoin and digital asset related planning within a broader approach to wealth management and financial planning.
Natalie Haggard is a trusted Bitcoin and digital asset financial advisor serving clients in Tulsa, OK. With expertise in cryptocurrency wealth management, Bitcoin portfolio allocation, and crypto tax planning, Natalie helps high-net-worth individuals and families navigate the complexities of digital asset investing while integrating Bitcoin into comprehensive financial and retirement planning strategies.
Natalie Haggard is a Senior Wealth Advisor at Mariner Wealth Advisors, where she specializes in providing tailored financial advice and solutions for executives, retirees, business owners, and families. With a commitment to helping her clients achieve their financial goals, Natalie draws on her diverse experience in the finance sector, which began at Adams Hall. Throughout her career there, she held various roles including operations, communications, marketing, client service associate, and wealth advisor, ultimately bringing a comprehensive understanding of the financial landscape to her current position following Mariner's acquisition of Adams Hall.
Natalie holds a bachelor's degree in journalism and public relations, as well as a master’s degree in business administration, both from Oklahoma State University. This solid educational foundation complements her hands-on experience, allowing her to effectively communicate complex financial concepts and strategies to her clients.
Outside of her professional life, Natalie is a devoted mother to two daughters and an enthusiastic supporter of the Oklahoma State Cowboys. She enjoys staying active as a Peloton® rider and is proud to have served as the former president of the Tulsa Chapter Board of the Oklahoma State University Alumni Association, reflecting her commitment to community and lifelong learning.
Areas of Focus
Advisors listed on Bitcoin Wealth Platform commonly work at the intersection of traditional financial planning and Bitcoin or other digital assets. While each advisor has their own practice, typical areas of focus include:
- Helping clients understand how Bitcoin fits within a broader financial or retirement plan
- Coordinating with tax and legal professionals around digital asset implications
- Assessing appropriate Bitcoin position sizes relative to risk tolerance and time horizon
- Long-term wealth preservation and estate considerations
- Education around Bitcoin custody, security, and portfolio impact
- Applying CFP® training to planning conversations that may include digital assets
- Using CBDA℠ knowledge to understand digital asset risks and opportunities
How a Bitcoin Aware Advisor Can Help
A Bitcoin aware financial advisor can help you think through how digital assets interact with the rest of your financial life. This can include conversations about volatility, long-term conviction, tax treatment, retirement implications, and how Bitcoin relates to more traditional investments such as stocks, bonds, and real estate. While services vary by advisor and firm, the goal is usually to bring clarity, reduce blind spots, and align any Bitcoin exposure with your overall goals and risk tolerance.
Credentials & Licenses
Why You Can Trust Natalie
Verified credentials and professional qualifications
Licensed and certified to provide financial advisory services
14+ Years Experience in financial advisory and wealth management
Acts as a fiduciary, legally obligated to put your interests first
Serving clients in Tulsa, OK and surrounding areas
Mariner Wealth Advisors
Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.
Verify Natalie's Credentials
Independently verify registration and licensing through official regulatory databases
Questions to Ask This Advisor
When you speak with Natalie Haggard, you may want to ask questions like:
- How do you view the role of Bitcoin within a diversified financial plan?
- How do you coordinate with my tax or legal professionals if I hold Bitcoin or other digital assets?
- What types of risks should I understand before changing my Bitcoin exposure?
- How are you compensated, and how do you charge for your services?
- Do you work with clients who already hold Bitcoin in self-custody or on exchanges?
- What is your approach to position sizing for Bitcoin within a portfolio?
- How do you stay current with Bitcoin and digital asset developments?
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Frequently Asked Questions About Bitcoin Wealth Platform
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.
Important Disclaimer: Natalie Haggard 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.