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

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 AdvisorsVirginia

Bitcoin Financial Advisors in Virginia

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

Virginia 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 Virginia, 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 Virginia 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 Virginia

When speaking with any advisor in Virginia, 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 Virginia?
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 Virginia

Arlington, VA (1 Advisor)

Cornelius David

Wealth Advisor

Arlington, VA

CBDA℠CFA®

Cornelius David is a Wealth Advisor at Focus Partners, where he leverages his extensive expertise to provide tailored financial planning solutions to clients. With a strong focus on personalized guidance, Cornelius is dedicated to helping individuals and families navigate their financial journeys with confidence and clarity. His role at Focus Partners marks a significant step in his career, as he joins a multi-generational firm renowned for its commitment to client-centered service. Throughout his career, Cornelius has built a reputation for fostering long-lasting relationships with clients, empowering them to achieve their financial goals through comprehensive planning and strategic investment management. His partnership with David Wealth enhances his capabilities, allowing him to draw on a wealth of resources and insights that further enrich the client experience in the greater Washington, DC area. Outside of his professional life, Cornelius enjoys spending quality time with his family and exploring the diverse cultural offerings of the DC area, reflecting his belief in balancing professional success with personal fulfillment.

Fairfax, VA (1 Advisor)

Alan Facey

Executive Director

Fairfax, VA

CBDA℠CFP®

Alan Facey is an accomplished financial planner with over two decades of experience dedicated to guiding clients and their families towards achieving their financial aspirations. Currently serving as Executive Director at Edelman Financial Engines, Alan employs a holistic approach to financial planning, ensuring that each client receives tailored strategies designed to meet their unique needs and goals. Since embarking on his financial career in 2002, Alan has built a reputation for his client-centric philosophy and unwavering commitment to excellence. His extensive expertise in comprehensive planning encompasses a wide range of financial topics, empowering clients to make informed decisions about their investments and future. Outside of his professional endeavors, Alan treasures time spent with his wife and two children. As a lifelong resident of Northern Virginia, he enjoys rooting for the local DC sports teams, embodying a strong connection to his community both personally and professionally.

Mclean, VA (1 Advisor)

Mary Davis

Director, Financial Planning

Mclean, VA

CBDA℠CFP®

Mary Davis is the Director of Financial Planning at Edelman Financial Engines, where she has dedicated her career to helping clients achieve their financial goals since 1994. With a strong commitment to building lasting relationships, Mary takes pride in providing her clients and their families with peace of mind as they navigate their financial journeys. Her extensive experience in the industry has equipped her with the expertise to offer tailored financial strategies that align with her clients’ unique aspirations. Throughout her career, Mary has cultivated a reputation for her thoughtful approach and unwavering dedication to client success. She believes that effective financial planning goes beyond numbers; it’s about understanding each client’s individual story and helping them envision a prosperous future. This philosophy not only enhances her clients’ financial well-being but also fosters meaningful connections that last a lifetime. Outside of her professional pursuits, Mary enjoys traveling with family and friends, immersing herself in the beauty of art, and attending musical events and shows. Her diverse interests reflect her vibrant personality and commitment to living 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.