Georgia is home to a growing community of Bitcoin-savvy financial advisors who help investors navigate cryptocurrency wealth management. Our vetted professionals understand the unique regulatory environment and investment landscape of Georgia, providing expert guidance on Bitcoin portfolio allocation, tax strategies, custody solutions, and estate planning for high-net-worth individuals.
Certified Bitcoin Financial Advisors in Georgia
Jaime Benedetti
MANAGING PRINCIPAL
Atlanta, GA
CBDA℠CFP®
Jaime Benedetti is the Managing Principal at BEAM Wealth Advisors and BGA Wealth, where he combines over 20 years of financial planning expertise with a deep commitment to client success. With a solid academic foundation in Computer Science from the University of Dayton and Georgia State University, Jaime is not only a practicing Financial Planner but also holds esteemed credentials as a Certified Financial Planner® (CFP®), Chartered Retirement Planning Counselor® (CRPC®), and Accredited Investment Fiduciary (AIF®). His dedication to education is evident in his five years of teaching the Retirement Planning curriculum at Emory University’s Certified Financial Planner Program. Jaime's extensive experience includes advising individual clients and enhancing Qualified Retirement Plans for businesses of varying sizes, from 50 to 1,000 employees. He works closely with business owners, CFOs, and Heads of Human Resources to ensure their retirement offerings are effective and beneficial. Particularly noted for his expertise in developing tailored retirement solutions for physicians, dentists, and attorneys, Jaime excels at addressing the unique needs of high-earning professionals within their practices. Under Jaime's leadership, the firm has successfully navigated eight acquisitions, significantly expanding its team and increasing Assets Under Management to over $1.7 billion. He was also pioneering in his initiative to incorporate digital assets into client portfolios, a move that, while initially controversial, has proven beneficial for clients as it has yielded notable growth across all portfolios. A native of Colombia, Jaime has shared his insights on financial planning with a wider audience through appearances on CNN Español and various national and local media outlets. Outside of work, Jaime enjoys spending time with his family and embracing the vibrant culture of his community.
Joe Guidish
Portfolio Manager
Alpharetta, GA
CAIA®CBDA℠
Joe Guidish is a dedicated Portfolio Manager at Merit Financial Advisors, where he expertly co-manages core and satellite investment models with a specific focus on alternative investments, structured products, and thematic equities. His comprehensive understanding of these complex areas allows him to develop tailored strategies that meet the diverse needs of his clients. With a strong foundation in finance, Joe holds both a Chartered Alternative Investment Analyst (CAIA) designation and a Master of Science in Finance (MSF) degree. These credentials highlight his commitment to continuous learning and professional development in the financial landscape. Joe's analytical skills and market insights empower him to navigate the ever-evolving investment environment, ensuring that his clients are well-positioned for success. Outside of his professional endeavors, Joe enjoys exploring new investment trends and strategies, as well as spending quality time with his family. His approachable demeanor and genuine passion for helping clients achieve their financial goals make him a trusted partner in their investment journeys.