What are your credentials and how long have you been practicing in New Jersey?

This is an important question to ask any financial advisor to understand their qualifications and experience level.

Are you registered with FINRA, the SEC, or a state regulator? Can I verify your standing via BrokerCheck or other public databases?

Always verify an advisor's regulatory standing through official sources such as FINRA BrokerCheck or SEC IAPD.

How do you charge for your services (fee-only, fee-based, commission, AUM-based)?

Understanding how an advisor is compensated helps you evaluate potential conflicts of interest.

Do you have a fiduciary duty to act in my best interest at all times?

Fiduciary advisors are legally required to put your interests first, which provides important consumer protection.

How familiar are you with Bitcoin and digital assets? What training or certifications do you have in this area?

Confirm the advisor's specific knowledge of Bitcoin and cryptocurrency through credentials like CBDA℠ or relevant experience.

Home AdvisorsNew Jersey

Bitcoin Financial Advisors in New Jersey

2 Vetted Professionals • CBDA℠, CFP®, CFA®

New Jersey is home to a growing community of Bitcoin-savvy financial advisors who help investors navigate cryptocurrency wealth management. Our vetted professionals understand the unique regulatory environment and investment landscape of New Jersey, providing expert guidance on Bitcoin portfolio allocation, tax strategies, custody solutions, and estate planning for high-net-worth individuals.

Bitcoin Wealth Platform is a directory that lists financial advisors and professionals who may be familiar with Bitcoin and digital assets. We gather information from public sources and voluntary submissions. Advisors appearing on this page have indicated some degree of knowledge or interest in Bitcoin. This directory is for informational purposes—it is not an endorsement, referral, or recommendation. Bitcoin Wealth Platform does not verify credentials, check backgrounds, or audit the advisors listed here. All advice, services, and agreements are between you and the advisor you contact. Please perform your own due diligence before working with any professional.

How to Use This State Page

This page lists advisors in New Jersey who have indicated awareness of Bitcoin and digital assets. The information you see here is compiled from publicly available sources and from submissions by the advisors themselves.

What you'll find: Each advisor listing shows credentials, location, and a brief description. You can filter by credentials such as CFP®, CBDA℠, CPA, or EA if you're looking for specific qualifications.

What we don't provide: We do not conduct background checks, verify credentials in real time, or audit any advisor's claims. We do not receive payment for ranking or placement on this page.

Next steps: Visit individual advisor profiles to learn more about their practice. We encourage you to interview multiple advisors, ask detailed questions, verify credentials independently (via CFP Board, state licensing boards, FINRA BrokerCheck, etc.), and ensure any advisor you choose is a good fit for your needs. For comprehensive guidance, see our guide on choosing a Bitcoin-aware financial advisor.

Questions to Ask Advisors in New Jersey

When speaking with any advisor in New Jersey, consider asking these questions to better understand their approach, qualifications, and fit for your needs:

What are your credentials and how long have you been practicing in New Jersey?
Are you registered with FINRA, the SEC, or a state regulator? Can I verify your standing via BrokerCheck or other public databases?
How do you charge for your services (fee-only, fee-based, commission, AUM-based)?
Do you have a fiduciary duty to act in my best interest at all times?
How familiar are you with Bitcoin and digital assets? What training or certifications do you have in this area?
How do you stay current with changes in Bitcoin regulation, tax treatment, and custody best practices?
Can you provide references or case studies (respecting client confidentiality) that demonstrate your experience with Bitcoin-related planning?
What is your process for coordinating with my tax professional or attorney if I hold Bitcoin or plan to acquire it?
Do you have errors and omissions insurance, and what consumer protections are in place if something goes wrong?

Certified Bitcoin Financial Advisors in New Jersey

Montclair, NJ (1 Advisor)

Dominic Aceto

Senior Wealth Advisor

Montclair, NJ

CBDA℠CFP®

Dominic Aceto, CFP®, CBDA®, is a Senior Wealth Advisor at RMR Wealth Builders, Inc., where he expertly blends technical knowledge with a genuine understanding of the significance of financial planning. A native of the Bronx and a proud graduate of Fordham University, Dominic approaches each client relationship with empathy, foresight, and a proactive mindset—values that have been shaped by his own life experiences. Dominic began his career at RMR Wealth as an intern, quickly advancing to an equity trader role for over two years. His journey continued in advisory support, where he earned his CERTIFIED FINANCIAL PLANNER® designation, ultimately transitioning into a full advisory role. Today, he is dedicated to helping individuals and families navigate complex financial decisions in thoughtful, creative, and personalized ways. In addition to his CFP® certification, Dominic holds a Certificate in Blockchain and Digital Assets (CBDA), as well as a Series 65 and life insurance license. He has also shared his insights on the role of digital assets in financial planning at the Bitwise Financial Forum. Dominic specializes in assisting young professionals and HENRYs (High Earners, Not Rich Yet), tailoring financial plans to meet the unique needs of those actively building their wealth. Dominic’s approach is deeply rooted in personal experience. Having lost his father at the age of 10 and navigating a significant medical event later in life, he understands the critical importance of planning for the unexpected. This personal connection drives his commitment to ensuring that his clients are not just prepared for the future but are also empowered to make informed decisions along the way.

Ramsey, NJ (1 Advisor)

Mark Andraos

Partner

Ramsey, NJ

CBDA℠CFA®CFP®

Mark Andraos is a Partner at Regency Wealth Management, where he has been instrumental since joining the firm in 2019. With over twelve years of experience in private wealth management, Mark specializes in investment research, manager due diligence, portfolio construction, and trading operations. His expertise allows him to provide clients with tailored financial strategies that align with their unique goals. Before his tenure at Regency, Mark made significant contributions to a regional asset management firm in New Jersey, where he developed an outsourced Chief Investment Officer (CIO) platform that was adopted by six advisors nationally, resulting in $200 million in assets under management. His diverse background also encompasses roles in investment research, financial planning, and investment due diligence at various registered investment advisory firms across New Jersey. Mark graduated with honors from Rutgers Business School in New Brunswick, NJ, in 2012. He earned the CERTIFIED FINANCIAL PLANNER™ designation in 2015 and achieved the Chartered Financial Analyst (CFA) professional designation in 2019. In addition to his professional accomplishments, he actively contributes to the financial community as the Treasurer of the Board of Trustees for the Rutgers Business School Alumni Association and previously served as a Trustee for the Greater New Jersey Estate Planning Council (GNJEPC). Mark’s insights have been featured in prominent publications such as The Wall Street Journal, the New York Post, US News and World Report, Yahoo! Finance, and Citywire RIA. Outside of his professional endeavors, Mark enjoys spending time with his family and exploring the outdoors, reflecting his belief in maintaining a balanced life.

Important Disclaimers

Not an Endorsement or Referral

Listing on Bitcoin Wealth Platform does not constitute an endorsement, recommendation, or referral. We do not evaluate the quality of any advisor's services, nor do we guarantee results. All professional relationships and agreements are solely between you and the advisor you choose.

Do Your Own Research

Before engaging any advisor, verify credentials independently through official sources such as:

CFP Board: Verify CFP® certification at CFP.net/verify
FINRA BrokerCheck: Check registration and disciplinary history at BrokerCheck.FINRA.org
SEC Investment Adviser Public Disclosure: Search for RIAs at adviserinfo.sec.gov
State Licensing Boards: Verify CPA, EA, and other state-issued credentials with the relevant state board
DACFP: Confirm CBDA℠ certification at DACFP.com

No Compensation for Placement

Bitcoin Wealth Platform does not accept payment from advisors for preferential placement or ranking. Featured advisors may be highlighted for editorial reasons or to showcase diversity of credentials and locations, but we do not sell placement.

Tax and Regulatory Information

State tax rates, regulatory stances, and Bitcoin business counts displayed on this page are estimates and subject to change. This information is provided for general informational purposes only and should not be relied upon as tax, legal, or investment advice. Always consult with qualified professionals for advice specific to your situation.

Limitation of Liability

Bitcoin Wealth Platform is not responsible for any losses, damages, or disputes arising from your use of this directory or your engagement with any advisor listed here. Use of this website is at your own risk.

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Looking for advisors with specific credentials or in other locations? Browse by credential or explore other states.