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Bitcoin Financial Advisors in Greenville, SC
2 Vetted Professionals • CFP®, ChFC®, AIF®
Connect with certified Bitcoin financial advisors serving Greenville and the greater SC area. Our vetted professionals specialize in cryptocurrency wealth management, Bitcoin portfolio allocation, and tax-efficient strategies for high-net-worth investors.
Ashton Lawrence
Director / Senior Wealth Advisor
CFP®ChFC®AIF®
Ashton Lawrence is the Director and Senior Wealth Advisor at Mariner Wealth Advisors, where he provides clients with comprehensive wealth management services aimed at helping them achieve their financial goals. With a focus on integrated planning and tailored investment solutions, Ashton takes the time to understand each client's unique financial landscape. His commitment to delivering objective advice and long-term planning strategies sets him apart in the industry. Before joining Mariner, Ashton was a partner and financial advisor at Goldfinch Wealth Management. In this role, he assessed clients' financial situations, goals, and risk tolerance, developing customized plans to help them meet their objectives. He also managed investment portfolios and advised clients on tax planning, estate strategies, and insurance solutions. Earlier in his career, Ashton honed his skills as a financial services professional at New York Life, where he designed personalized investment strategies for individuals and families. Ashton earned his bachelor's degree in marketing from Coastal Carolina University. He is a recognized voice in the financial community, having been featured as a guest on CNBC and quoted in leading financial publications such as Forbes, Fortune, and Bloomberg. Outside of his professional endeavors, Ashton enjoys spending time with his family and exploring the outdoors.
Mark Koppelmann
Senior Financial Advisor
CFP®CRPS®CBDA℠
Mark Koppelmann is a Senior Financial Advisor at LPL Financial, bringing 26 years of experience in comprehensive wealth management. His qualifications as a Certified Financial Planner (CFP®), Certified Retirement Plan Specialist (CRPS®), and Chartered Business Development Associate (CBDA) underscore his deep expertise in retirement planning and portfolio management. Throughout his distinguished career, Mark has developed a reputation for delivering tailored financial strategies that help clients effectively navigate every stage of their financial journey. His extensive knowledge and approachable demeanor allow him to build strong relationships with clients, ensuring they feel confident and informed in their financial decisions. Outside of his professional endeavors, Mark enjoys spending time with his family and exploring outdoor activities, reflecting his belief in a balanced approach to life and finance.
Why Choose a Bitcoin Financial Advisor in Greenville?
Working with a local Bitcoin financial advisor in Greenville, SC offers unique advantages for cryptocurrency investors. Our certified professionals understand both the complexities of Bitcoin wealth management and the specific financial landscape of the SC area.
Services Offered by Greenville Bitcoin Advisors
- Bitcoin Portfolio Allocation: Strategic guidance on optimal Bitcoin exposure based on your risk tolerance and financial goals
- Tax-Efficient Strategies: Navigate SC tax regulations and federal cryptocurrency tax requirements
- Estate Planning: Secure your Bitcoin holdings for future generations with proper estate planning
- Custody Solutions: Expert recommendations on self-custody vs. institutional custody options
- Retirement Planning: Integrate Bitcoin into your retirement strategy, including Bitcoin IRAs
Credentials to Look For
Our Greenville Bitcoin financial advisors hold professional certifications including:
- CFP® (Certified Financial Planner): Rigorous training in comprehensive financial planning
- CFA® (Chartered Financial Analyst): Advanced investment analysis and portfolio management expertise
- CBDA℠ (Certified Bitcoin and Digital Asset Advisor): Specialized knowledge in cryptocurrency wealth management