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Bitcoin Financial Advisors in Florida

9 Vetted Professionals • CFP®, CBDA℠, CWS®

Bitcoin in Florida

Market snapshot and regulatory overview

State Capital Gains Tax
0%
No State Tax
Bitcoin Businesses
280+
Active companies
Regulatory Stance
Very Favorable
Business climate
Adoption Level
High
Market maturity

Florida has emerged as a Bitcoin-friendly state with no state income tax, making it an attractive destination for cryptocurrency investors and businesses. The state's pro-innovation stance on digital assets, combined with major Bitcoin conferences like Bitcoin 2024 in Miami, has cultivated a robust community of Bitcoin financial advisors. Florida-based advisors help clients take advantage of the state's favorable tax environment while implementing comprehensive Bitcoin wealth management strategies, including portfolio allocation, custody solutions, and tax-efficient estate planning.

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 Florida 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 Florida

When speaking with any advisor in Florida, 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 Florida?
  • 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 Florida

Headshot of David Balestriere, Bitcoin-aware financial advisor in Boca Raton, FL

David Balestriere

Director

Boca Raton, FL

CFP®CBDA℠
David Balestriere is a dedicated Director at Edelman Financial Engines, where he specializes in helping families navigate their financial journeys. With a deep passion for developing tailored strategies, David is committed to empowering clients to achieve their financial and retirement aspirations. His extensive experience in wealth management enables him to provide insightful guidance that caters to the unique needs of each family he serves. Throughout his career, David has honed his expertise in financial planning, ensuring that his clients are well-equipped to make informed decisions about their futures. His approach combines a thorough understanding of market dynamics with a personal touch, fostering long-lasting relationships built on trust and transparency. David's qualifications and achievements reflect his commitment to excellence in the financial advisory field. Outside of his professional endeavors, David cherishes time spent with his family. He believes in the importance of a balanced lifestyle and enjoys staying active by working out and engaging in sports with his children, reinforcing his belief that financial well-being is just one aspect of a fulfilling life.
Headshot of Edward Bamberg, Bitcoin-aware financial advisor in Vero Beach, FL

Edward Bamberg

Managing Partner

Vero Beach, FL

AIF®CBDA℠CFP®
Edward Bamberg is the Managing Partner at Integrity Retirement Advisors in Vero Beach, Florida. With nearly three decades of experience in financial services, Edward has developed a deep expertise in comprehensive retirement and investment planning for individuals and families. His commitment to client success is underscored by his credentials, including the Accredited Investment Fiduciary (AIF®), Certified Financial Planner (CFP®), and Chartered Financial Consultant (ChFC®) designations. Prior to founding Integrity Retirement Advisors, Edward served as a vice president at Merrill Lynch, where he honed his skills in wealth management and client relations. His extensive background enables him to offer tailored strategies that align with his clients' financial goals and aspirations. In addition to his professional accomplishments, Edward is passionate about fostering lasting relationships with his clients and guiding them through the complexities of financial planning. Outside of work, he enjoys spending time with his family and engaging in community activities that enrich the lives of those around him.
Headshot of Tim Bartlett, Bitcoin-aware financial advisor in Clearwater, FL

Tim Bartlett

Chief Investment Officer & Partner

Clearwater, FL

CFP®ChFC®RICP®
Tim Bartlett is the Chief Investment Officer and Partner at Unique Wealth, where he brings a wealth of experience and a forward-thinking approach to Investment Portfolio Management. With a career that includes tenures at renowned Wall Street firms such as BlackRock and Raymond James, Tim has honed his expertise by learning from industry leaders and navigating complex financial landscapes. Known for his problem-solving abilities and collaborative spirit, Tim has built a reputation for delivering exceptional investment results. His dedication to excellence drives him to constantly seek out new opportunities for growth, both for his clients and his team. Tim's commitment to fostering strong relationships and creating tailored investment strategies sets him apart in the competitive wealth management arena. Outside of his professional pursuits, Tim enjoys an active lifestyle that includes tennis, kayaking, and nurturing his mango trees. He cherishes quality time spent with his wife and family, grounding him in the values that inspire his work.
Headshot of Michael Eastham, Bitcoin-aware financial advisor in Maitland, FL

Michael Eastham

President

Maitland, FL

CBDA℠CPAPFS™
Michael Eastham is the President of Fellowship Financial Group, bringing over 30 years of comprehensive experience in finance, business development, financial planning, and investment management. As a CPA/PFS, he leverages his extensive knowledge to guide individuals through the complexities of the financial landscape. Michael is passionate about empowering his clients to navigate the changing marketplace, ensuring they have the confidence and resources necessary to pursue their retirement goals. Throughout his career, Michael has built a reputation for fostering lasting relationships and providing tailored financial strategies that resonate with his clients' unique needs. His commitment to improving lives through financial literacy and planning is evident in every interaction, as he remains dedicated to helping Americans prepare for a secure and fulfilling retirement. Outside of his professional pursuits, Michael values the importance of community engagement and learning from those around him. He enjoys meeting new people and actively participates in local initiatives that strengthen the fabric of his community.
Featured
Headshot of Kevin Garvey, Bitcoin-aware financial advisor in Palm Beach Gardens, FL

Kevin Garvey

Senior Wealth Advisor

Palm Beach Gardens, FL

CFP®CBDA℠
Kevin Garvey is a Senior Wealth Advisor at Mariner Wealth Advisors, where he delivers tailored wealth planning solutions for high-net-worth individuals, families, and business owners. With a strong emphasis on long-term objectives and cash flow needs, Kevin designs and implements customized wealth strategies that focus on both growth and protection. His comprehensive approach encompasses tax and estate planning, risk management, and retirement planning, ensuring that clients receive integrated solutions that align with their unique financial goals. Before joining Mariner Wealth Advisors, Kevin held the position of Director of Financial Planning at Edelman Financial Engines, LLC. In this role, he excelled in building and nurturing client relationships while guiding clients through all facets of their financial lives. His dedication to understanding and addressing clients' needs has been a hallmark of his career, contributing to their financial success and peace of mind. Kevin earned his bachelor's degree in psychology from the University of Florida, a foundation that enhances his ability to connect with clients on a personal level. Outside of his professional endeavors, he enjoys spending time with family and exploring the outdoors, reflecting his belief in a balanced and fulfilling life.
Headshot of Thomas Jędrej, Bitcoin-aware financial advisor in Boca Raton, FL

Thomas Jędrej

Chief Wealth Strategist

Boca Raton, FL

CBDA℠FEALL.M.
Thomas Jędrej is Chief Wealth Strategist at BFLLC with 25+ years of wealth management experience and expertise in not-for-profit governance. Known for consistently seeking optimal outcomes for the most complex client situations, Thomas brings strategic vision and integrative thinking to every engagement. His extensive background includes working with ultra-high-net-worth families and institutional clients. Thomas specializes in comprehensive wealth management, family office relationships, investment committee oversight, and private markets/alternatives. His approach combines deep technical expertise with a commitment to understanding each client's unique financial situation and long-term objectives.
Featured
Headshot of Jeffrey Goyette Jr, Bitcoin-aware financial advisor in Palm Beach Gardens, FL

Jeffrey Goyette Jr

Senior Wealth Advisor

Palm Beach Gardens, FL

CFP®CBDA℠
Jeffrey Goyette Jr is a Senior Wealth Advisor at Dakota Wealth Management, bringing nearly a decade of experience in fostering relationships with multi-generational families, high-net-worth professionals, and business owners. His expertise spans investments, alternative investments, retirement planning, and estate planning. As a CERTIFIED FINANCIAL PLANNER® (CFP®) Professional, Jeffrey is dedicated to providing thoughtful and intentional guidance, empowering clients to achieve their long-term financial goals. Before joining Dakota, Jeffrey honed his skills as a Wealth Advisor at JMG Wealth Management Group, Inc. His experience in a family-run business instilled in him a deep appreciation for legacy and the values of enduring relationships. He believes that time is his clients’ most precious resource and strives to help them spend it meaningfully, alongside those they cherish, which he considers the ultimate measure of success. Jeffrey earned his Bachelor of Arts degree in Economics from Bucknell University, where he was honored to serve as Captain of the Football Team and received the team’s Leadership Award during his senior year. He holds both the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and the Certified Plan Fiduciary Advisor (CPFA®) credential. Outside of his professional endeavors, Jeffrey finds joy in spending quality time with his family. He resides in Mechanicsburg, PA, with his wife, Alicia, and their two daughters, Cecelia and Dorothy. In his spare time, he enjoys golfing, traveling, and playing guitar, sharing his passion for music through occasional live performances.
Headshot of Adam Karron, Bitcoin-aware financial advisor in Plantation, FL

Adam Karron

Director of Financial Planning

Plantation, FL

CWS®CBDA℠
Adam Karron is the Director of Financial Planning at Edelman Financial Engines, bringing over 26 years of experience in the financial services industry. He has a proven track record of helping clients navigate their financial journeys and achieve their goals. Adam specializes in crafting comprehensive financial plans that are tailored to meet the unique needs of each individual client. He is committed to understanding his clients' current situations and developing actionable strategies that guide them toward their desired financial futures. With a blend of technical expertise and a personalized approach, Adam ensures that his clients receive the attention and support they deserve. His dedication to fostering long-term relationships and providing insightful guidance has earned him the trust of those he serves. Outside of his professional pursuits, Adam enjoys spending time with his family and engaging in outdoor activities, reflecting his belief in maintaining a balanced and fulfilling life.
Headshot of David Kassir, Bitcoin-aware financial advisor in Miami Beach, FL

David Kassir

Managing Director

Miami Beach, FL

AAMSCMFCCBDA℠
David Kassir is the Managing Director at Manna Wealth Management, bringing 28 years of experience in the financial services industry. He has honed his expertise in real estate investment advice and wealth-building strategies, allowing him to deliver sophisticated guidance to clients facing complex financial decisions. David's extensive background empowers him to approach wealth management comprehensively, ensuring that clients can effectively build and preserve their financial legacies. Throughout his career, David has developed a reputation for being approachable and insightful, making him a trusted advisor to many. His commitment to understanding each client's unique goals and circumstances sets him apart in the industry, enabling him to provide tailored solutions that resonate with their financial aspirations. Outside of his professional endeavors, David values the importance of community and often engages in local initiatives that promote financial literacy. He believes that informed clients are empowered clients, and he strives to share his knowledge and passion for wealth management with others.

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.

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.

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.