No. Bitcoin Wealth Platform is an independent directory of financial advisors. We do not provide investment advice, tax advice, legal advice, or individualized recommendations. We help connect you with financial professionals, but you are responsible for vetting and choosing the right advisor for your needs.
The advisors listed on this platform are independent professionals. Bitcoin Wealth Platform does not endorse, recommend, or guarantee the performance of any advisor. We provide a directory to help you discover Bitcoin aware advisors, but you should conduct your own due diligence, verify credentials, and assess fit before engaging any advisor.
Always verify advisor credentials and registrations through official sources such as:
Advisors in this directory typically hold credentials such as CFP®, CBDA℠, CPA, or other relevant designations, and have indicated they work with clients on Bitcoin or digital asset planning. However, Bitcoin Wealth Platform does not perform comprehensive background checks or ongoing monitoring. It is your responsibility to verify each advisor's credentials, disciplinary history, and suitability.
Bitcoin Wealth Platform may receive fees from advisors for directory listings or other services. This does not influence the information we present about advisors, and we encourage you to make your own independent evaluation of any advisor you contact.
If you have concerns about an advisor's conduct, you should contact the advisor's firm directly and, if appropriate, file a complaint with:
We update our directory regularly to add new advisors and reflect changes to existing listings. However, information may not always be current. Always verify details directly with the advisor before making any decisions.
If you are a financial advisor with relevant credentials and experience working with clients on Bitcoin or digital asset planning, you may be eligible for a listing. Please contact us through our website for more information about listing requirements and fees.