Top Financial Advisors for Crypto Investors | Sam's List
Crypto isn’t just a speculative asset class anymore — it’s part of your real financial life. A crypto-focused advisor can help you plan for taxes, minimize risk, and make smarter decisions about your digital assets.
Need to outsource something else? Search for proactivefractional CFOandaccountantson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
Need to outsource something else? Search for proactivefractional CFOandaccountantson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
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Acuity
Scale confidently – our clients see a 313% higher survival rate.
0 Client Reviews
Requirements
Anywhere
CAPTRUST
CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.
0 Client Reviews
Requirements
Anywhere
Thomas-Kopelman
AllStreet Wealth is a financial planning firm for 7 figure business owners and executives. We have a licensed financial advisor and tax professional on the team who work together on every client. We have flat fees and AUM models for those that also want their assets managed, but there is no requirement for that. We know planning, specifically income, capital gains, and estate tax planning, is the biggest value add.
8 Client Reviews
Requirements
Anywhere
Ad Astra Financial Planning
Ad Astra Financial Planning specializes in helping tech professionals make work optional and take career breaks through harnessing equity compensation and tax-efficient financial planning.
We are a flat-fee, fee-only firm—we don't receive commissions or kickbacks or charge based on a percentage of your assets.
We are a flat-fee, fee-only firm—we don't receive commissions or kickbacks or charge based on a percentage of your assets.
0 Client Reviews
Requirements
Anywhere
Ascend Investment Partners
PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. Ask me about Security Backed Lending!
0 Client Reviews
Requirements
Anywhere
Montebello Avenue
Real, personal, specialized wealth management for families with $3M-$30M in assets.
0 Client Reviews
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
