Financial Advisor & Wealth Management

REDEFINING TRADITIONAL ADVICE

Financial freedom for bitcoiners.

Our Partnership Approach

Portfolio management and financial planning are the foundation of our client service model, but most importantly, we actively partner with our clients to help them make decisions during Critical Financial Events.

These are the events in a client’s life when financial decisions are the most impactful, and often when decisions are the hardest to make. The death of a loved one, the birth of a child, an unexpected job change, transitioning into retirement. Critical Financial Events like these are when clients need a trusted advisor the most.

Understand

We complete an inventory of the client’s assets, goals, concerns, and overall financial picture.

Collaborate

We design an investment strategy and financial plan to set the client up for success based on their unique situation.

Plan

We execute and manage the client’s investment strategy, conduct regular reviews to make sure the client is on track to accomplish their goals, and we stand at the ready – as a trusted partner and advisor – for when the Critical Financial Events of life inevitably occur.

Bridging the gap between bitcoin and traditional finance

We help bitcoiners manage their traditional assets alongside their bitcoin by delivering bitcoin-focused advice, portfolio management, and financial planning.

Portfolio Management

Portfolio management from a bitcoiner’s perspective. We understand the problems in the legacy financial system, and we see bitcoin as the solution to those problems. We manage Orange Horizon Wealth client portfolios with this in mind, whether bitcoin is part of a client’s actively managed portfolio or not.

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Financial Planning

Helping clients plan their financial lives with traditional financial planning principles, while balancing them with a bitcoin philosophy to prepare for a changing world.

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Bitcoin Advice

Navigating the bitcoin ecosystem with clients to help them make decisions about custody, allocation size, and planning for the next generation.

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Investment Advisory Services

Fiduciary advice delivered from a bitcoin worldview and tailored to each client’s specific needs.

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Co-Founder, Matt Golliher

“Interview with an Orange-Pilled Financial Advisor”

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We Want to Hear From You

Reach out to us here with questions, comments, or feedback. A member of our team will be in touch within one business day.