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Bitcoin Financial Advisors in Palm Beach Gardens, FL
2 Vetted Professionals • CFP®, CBDA℠
Connect with certified Bitcoin financial advisors serving Palm Beach Gardens and the greater FL area. Our vetted professionals specialize in cryptocurrency wealth management, Bitcoin portfolio allocation, and tax-efficient strategies for high-net-worth investors.
Jeffrey Goyette Jr
Senior Wealth Advisor
Featured
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.
Kevin Garvey
Senior Wealth Advisor
Featured
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.
Why Choose a Bitcoin Financial Advisor in Palm Beach Gardens?
Working with a local Bitcoin financial advisor in Palm Beach Gardens, FL offers unique advantages for cryptocurrency investors. Our certified professionals understand both the complexities of Bitcoin wealth management and the specific financial landscape of the FL area.
Services Offered by Palm Beach Gardens Bitcoin Advisors
- Bitcoin Portfolio Allocation: Strategic guidance on optimal Bitcoin exposure based on your risk tolerance and financial goals
- Tax-Efficient Strategies: Navigate FL tax regulations and federal cryptocurrency tax requirements
- Estate Planning: Secure your Bitcoin holdings for future generations with proper estate planning
- Custody Solutions: Expert recommendations on self-custody vs. institutional custody options
- Retirement Planning: Integrate Bitcoin into your retirement strategy, including Bitcoin IRAs
Credentials to Look For
Our Palm Beach Gardens Bitcoin financial advisors hold professional certifications including:
- CFP® (Certified Financial Planner): Rigorous training in comprehensive financial planning
- CFA® (Chartered Financial Analyst): Advanced investment analysis and portfolio management expertise
- CBDA℠ (Certified Bitcoin and Digital Asset Advisor): Specialized knowledge in cryptocurrency wealth management