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

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 AdvisorsOhio

Bitcoin Financial Advisors in Ohio

4 Vetted Professionals • CFP®, CPCU, CBDA℠

Bitcoin in Ohio

Market snapshot and regulatory overview

State Capital Gains Tax

3.99%

Low Tax

Bitcoin Businesses

85+

Active companies

Regulatory Stance

Favorable

Business climate

Adoption Level

Moderate

Market maturity

Ohio has demonstrated openness to cryptocurrency innovation while maintaining investor protection standards. The state's diverse economy and growing tech sector create opportunities for Bitcoin investment and financial advisory services. Ohio-based advisors specializing in Bitcoin help clients navigate the evolving regulatory landscape while implementing sound investment strategies, tax-efficient structures, and secure custody solutions for digital assets.

Disclaimer: Tax rates and regulations subject to change. Bitcoin business counts are estimates. Consult with a qualified tax professional for personalized advice.

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 Ohio 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 Ohio

When speaking with any advisor in Ohio, 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 Ohio?
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 Ohio

Bohdan Hall

Financial Advisor

Delaware, OH

CBDA™

Bohdan Hall is a dedicated Financial Advisor at Park City Wealth Advisors, where he collaborates closely with clients to craft personalized financial strategies that serve as a roadmap toward their aspirations. Holding a Series 65 securities registration, Bohdan possesses a deep understanding of the diverse options available in the financial market. He takes pride in utilizing this knowledge to empower clients, instilling confidence in their plans for a secure and prosperous future. Bohdan's journey in the financial services industry began as an operations associate, from which he quickly advanced to the role of compliance specialist. This experience provided him with invaluable insights into the intricacies of the industry, including how advisors operate and the comprehensive services they offer. Now, as a financial advisor, he is eager to continue engaging with clients face-to-face, helping them uncover opportunities they may not have realized were available to them. With a forward-thinking approach, Bohdan aims to pave new paths for both his clients and the advisors he collaborates with. Outside of his professional pursuits, Bohdan enjoys exploring the stunning landscapes of Park City, where he finds inspiration and balance in nature.

John Kozak

Chief Wealth Officer

Harveysburg, OH

RFC®CBDA™

John Kozak is the Chief Wealth Officer at Thorngate Financial, where he brings over 24 years of dedicated experience in helping families navigate the complexities of insurance and personal finance. With a primary focus on safely growing wealth, John believes that sound financial education is crucial for achieving a secure retirement in today’s unpredictable economic landscape. He views financial independence not just as a goal, but as a necessity for his clients. John's diverse background as an educator, business owner, and family man offers him a unique perspective on the significance of personal financial planning. He earned his degree in Education from Clearwater Christian College, which has equipped him with the skills to effectively communicate complex financial concepts. His mission revolves around guiding clients away from the volatility often associated with Wall Street, helping them to build wealth safely and securely, regardless of past investment performance. In addition to his professional qualifications, John is a proud 13-year military veteran and has served as a firefighter for 35 years. These experiences have deepened his commitment to serving others, reinforcing his belief in the importance of supporting families in achieving their financial goals. Outside of work, John enjoys spending quality time with his family, reflecting his values of service and community.

Christopher Mediate

Financial Advisor

Canfield, OH

CBDA℠

Christopher Mediate is a dedicated Financial Advisor at Mediate Financial Services, where he combines his expertise in financial planning with a strong focus on education, trust, and innovation. With a background in strategic marketing, Christopher leads efforts to enhance client engagement while working closely with individuals to empower them in making informed financial decisions. His approach is distinguished by a commitment to thoughtful communication and creative problem-solving. Christopher believes in a client-first philosophy, ensuring that each client's unique needs and goals are at the forefront of their financial journey. His ability to build genuine relationships fosters trust and confidence, essential qualities in today's dynamic financial landscape. Outside of his professional endeavors, Christopher enjoys connecting with like-minded professionals who share his passion for delivering exceptional financial services. He values the importance of collaboration and continuous learning, making him not only an effective advisor but also a trusted partner in his clients' financial success.

Adam Roslovic

Director, Financial Planning

Columbus, OH

CFP®CPCUCBDA℠

Adam Roslovic is the Director of Financial Planning at Edelman Financial Engines, where he is dedicated to helping individuals and families achieve lasting financial security. His passion for financial planning is deeply rooted in the values instilled in him by his parents, particularly their commitment to community and service. Adam strives to provide his clients with the clarity and confidence they need to make informed financial decisions. With a focus on empowering clients to remain independent, generous, and actively engaged in the communities that matter most to them, Adam has built a reputation for his client-centric approach. His expertise in financial planning enables him to navigate complex financial landscapes and deliver tailored solutions that align with his clients' goals. Outside of his professional pursuits, Adam enjoys giving back to his community, reflecting his belief in the importance of service and support. He is committed to fostering lasting relationships that extend beyond financial advice, making him a trusted partner in the financial journeys of those he serves.

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.

Explore More Advisors

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

Browse by Credential

Looking for advisors in other regions?

You can browse our full Bitcoin financial advisor directory to view all advisors currently listed on Bitcoin Wealth Platform.

You can also explore advisors in other major markets such as California Bitcoin financial advisors.

Learn More

If you are still learning how Bitcoin fits into a broader financial plan, you can read our guide to Bitcoin and financial planning or our guide on how to choose a Bitcoin aware financial advisor.

Browse Other States

Learn more about Bitcoin and taxes

Tax treatment for Bitcoin can vary based on how long you hold it, how you use it, and where you live. For a simple overview of key concepts for 2025, read our Bitcoin tax basics guide. Always confirm details with a qualified tax professional.