Virginia 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 Virginia, providing expert guidance on Bitcoin portfolio allocation, tax strategies, custody solutions, and estate planning for high-net-worth individuals.
Certified Bitcoin Financial Advisors in Virginia
Alan Facey
Executive Director
Fairfax, VA
CBDA℠CFP®
Alan Facey is an accomplished financial planner with over two decades of experience dedicated to guiding clients and their families towards achieving their financial aspirations. Currently serving as Executive Director at Edelman Financial Engines, Alan employs a holistic approach to financial planning, ensuring that each client receives tailored strategies designed to meet their unique needs and goals. Since embarking on his financial career in 2002, Alan has built a reputation for his client-centric philosophy and unwavering commitment to excellence. His extensive expertise in comprehensive planning encompasses a wide range of financial topics, empowering clients to make informed decisions about their investments and future. Outside of his professional endeavors, Alan treasures time spent with his wife and two children. As a lifelong resident of Northern Virginia, he enjoys rooting for the local DC sports teams, embodying a strong connection to his community both personally and professionally.
Cornelius David
Wealth Advisor
Arlington, VA
CBDA℠CFA®
Cornelius David is a Wealth Advisor at Focus Partners, where he leverages his extensive expertise to provide tailored financial planning solutions to clients. With a strong focus on personalized guidance, Cornelius is dedicated to helping individuals and families navigate their financial journeys with confidence and clarity. His role at Focus Partners marks a significant step in his career, as he joins a multi-generational firm renowned for its commitment to client-centered service. Throughout his career, Cornelius has built a reputation for fostering long-lasting relationships with clients, empowering them to achieve their financial goals through comprehensive planning and strategic investment management. His partnership with David Wealth enhances his capabilities, allowing him to draw on a wealth of resources and insights that further enrich the client experience in the greater Washington, DC area. Outside of his professional life, Cornelius enjoys spending quality time with his family and exploring the diverse cultural offerings of the DC area, reflecting his belief in balancing professional success with personal fulfillment.
Mary Davis
Director, Financial Planning
Mclean, VA
CBDA℠CFP®
Mary Davis is the Director of Financial Planning at Edelman Financial Engines, where she has dedicated her career to helping clients achieve their financial goals since 1994. With a strong commitment to building lasting relationships, Mary takes pride in providing her clients and their families with peace of mind as they navigate their financial journeys. Her extensive experience in the industry has equipped her with the expertise to offer tailored financial strategies that align with her clients’ unique aspirations. Throughout her career, Mary has cultivated a reputation for her thoughtful approach and unwavering dedication to client success. She believes that effective financial planning goes beyond numbers; it’s about understanding each client’s individual story and helping them envision a prosperous future. This philosophy not only enhances her clients’ financial well-being but also fosters meaningful connections that last a lifetime. Outside of her professional pursuits, Mary enjoys traveling with family and friends, immersing herself in the beauty of art, and attending musical events and shows. Her diverse interests reflect her vibrant personality and commitment to living a balanced life.