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Bitcoin Financial Advisors in New York

5 Vetted Professionals • CBDA℠, AIF, CFP

Bitcoin in New York

Market snapshot and regulatory overview

State Capital Gains Tax
10.9%
High Tax
Bitcoin Businesses
380+
Active companies
Regulatory Stance
Restrictive
Business climate
Adoption Level
High
Market maturity

New York stands at the forefront of cryptocurrency regulation with its BitLicense framework, establishing clear guidelines for digital asset businesses. The state's financial capital status and sophisticated investor base have created demand for qualified Bitcoin financial advisors who can navigate complex regulatory requirements while maximizing investment opportunities. New York-based advisors specializing in Bitcoin understand the unique tax implications, custody regulations, and institutional-grade solutions necessary for high-net-worth cryptocurrency investors in the Empire State.

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 New York 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 New York

When speaking with any advisor in New York, 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 New York?
  • 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 New York

Headshot of John Brand, Bitcoin-aware financial advisor in Elmira, NY

John Brand

Financial Advisor

Elmira, NY

CFA®CFP®CBDA℠
John Brand is a dedicated Financial Advisor at The Brand Schweizer Group / Raymond James, bringing over two decades of experience in the financial industry to his clients. A graduate of Hamilton College with a degree in economics, John began his career in New York City, where he honed his expertise as an investment advisor at Credit Suisse First Boston Direct and later as an equity syndication analyst at Dealogic, Inc. His strong foundation in finance led him back to Elmira, where he spent nine years as a portfolio manager in the Investment Department at Chemung Canal Trust Company. In January 2016, John co-founded The Brand Schweizer Group, where he applies his extensive knowledge and rigorous skillset to help clients navigate their financial journeys. He has achieved the prestigious Chartered Financial Analyst (CFA) designation and is a CERTIFIED FINANCIAL PLANNER™ professional, underscoring his commitment to excellence in financial advisory services. John also holds several securities licenses, including Series 7 and Series 63, as well as Life Insurance and Variable Annuity licenses. His commitment to professional development is further demonstrated by his graduation from the NYS Banker Trust Investment School and his active membership in the New York Society of Security Analysts (NYSSA). Beyond his professional accomplishments, John is deeply engaged in his community. He currently serves as the Chairman of the Board at Arnot Realty Corporation and holds a position on the Board of Trustees at Elmira College, where he chairs the Investment Committee. His previous roles include serving as a Board Trustee at the Community Foundation of Elmira-Corning and the Finger Lakes, where he also chaired their Investment Committee. John’s commitment to leadership extends to his past directorships at the Clemens Center, Elmira City Club, and Elmira Country Club. In his free time, John enjoys spending quality moments with his family, emphasizing the importance of work-life balance and community involvement.
Headshot of Joanna Cecilia-Fleming, Bitcoin-aware financial advisor in Somers, NY

Joanna Cecilia-Fleming

PARTNER, FINANCIAL ADVISOR, & MANAGING DIRECTOR

Somers, NY

CBDA℠CFP®CRPC®
Joanna Cecilia-Fleming is a seasoned financial planner based in White Plains, NY, where she serves as a Partner, Financial Advisor, and Managing Director at Prime Financial. With over 20 years of experience in the industry, Joanna is committed to empowering individuals and families to achieve their financial well-being and retirement aspirations. Her practice encompasses a comprehensive suite of services, including financial planning, retirement planning, investment management, insurance guidance, tax planning, and estate planning. Joanna holds several prestigious credentials, including the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC®), Registered Financial Consultant® (RFC®), and Certified in Blockchain and Digital Assets℠ (CBDA℠). Her client-centric approach and deep passion for helping clients navigate their financial journeys have earned her recognition and trust in the wealth management community. Joanna earned her Bachelor of Science in Management from Becker College, which laid the foundation for her extensive career. She finds immense satisfaction in witnessing her clients reach their retirement goals, a testament to her dedication and expertise. Outside of her professional pursuits, Joanna enjoys traveling and cherishing time with her husband and daughter, while also passionately supporting her favorite baseball team, the New York Yankees.
Featured
Headshot of Enri Dama, Bitcoin-aware financial advisor in New York, NY

Enri Dama

Managing Partner

New York, NY

CBDA℠
Enri Dama is the Managing Partner at WealthEdge Advisors, where he leads a dedicated team of investment professionals in providing comprehensive advisory services tailored for high-net-worth families and individuals. His expertise spans investment management, financial planning, tax planning, and intergenerational wealth transfer, ensuring that clients receive personalized strategies that align with their unique financial goals. With a strong focus on private alternative investments, Enri has developed a deep proficiency in direct real estate investments, real estate investment funds, private equity, and private credit strategies, as well as structured products. As the Director of Alternative Investments, he is responsible for overseeing due diligence, cultivating sponsor relations, conducting risk assessments, and monitoring investments. His extensive network within the alternative investment community opens doors for clients, allowing them to participate in exclusive opportunities typically reserved for industry insiders. Enri’s commitment to innovation is reflected in his ability to merge his personal passions for wine and art with investment strategies, creating unique vehicles in these sectors that have demonstrated strong performance. This creative approach not only diversifies client portfolios but also enriches their investment experience. Outside of his professional endeavors, Enri enjoys exploring the worlds of fine wine and art, further enhancing his ability to connect with clients on a personal level.
Headshot of James Horn, Bitcoin-aware financial advisor in Rochester, NY

James Horn

Planner

Rochester, NY

CFP®CPACBDA℠
James Horn is a seasoned financial planner at Matterhorn Private Wealth, where he leverages his extensive expertise to guide clients through their financial journeys. With a robust background as a Director, he has honed his skills in wealth management and investment strategies, ensuring that each client receives tailored advice that aligns with their unique goals and aspirations. James earned his degree from Saint John Fisher College, where he laid the foundation for his career in finance. His commitment to continuous learning and professional development is evident in his approach to client relationships, as he prioritizes transparency and trust at every step. He is dedicated to empowering clients with the knowledge and tools they need to make informed financial decisions. Outside of his professional endeavors, James enjoys spending time with his family and exploring the outdoors, embodying a well-rounded approach to life that mirrors his philosophy in financial planning.
Headshot of Daniel Juechter, Bitcoin-aware financial advisor in Tarrytown, NY

Daniel Juechter

CEO

Tarrytown, NY

AIFCFPCWS
Daniel Juechter is CEO of Hunter Financial Advisors with 38 years of industry experience and a commitment to finding deeper meaning behind his work as an advisor. Dan seeks to understand each client's unique story and financial situation, developing personalized approaches that address comprehensive financial planning needs. His extensive experience spans multiple market cycles and economic environments. With credentials including AIF®, CFP®, CWS®, and CBDA, Dan brings deep expertise in holistic financial planning, personalized wealth management, and comprehensive advisory services. His approach emphasizes building long-term relationships based on trust, transparency, and exceptional service.

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.