Financial planning for people who have concentrated meaningfully in bitcoin. A privacy-centric, fiduciary advisory firm. Stay humble, stack Saturdays.verifywealth.comJoined May 2026
This is my 4th bitcoin bear market, and it’s been one of the toughest yet.
The last bear markets were caused more directly by failed business models (MtGox, FTX, etc), and while the price crashed further those times around, the technicals were sound. This time there's:
1. The AI mania being turned against bitcoin technicals (Coldcard, Lightning, Liquid, etc) shaking confidence
2. ETF and treasury growth not directly translating into private key self-custody
3. The 2025 peak that fell well short of expectations
It was a great discussion on the state of Bitcoin markets with @Roxom and @idahohodl this week!
The @vrfywealth financial planners help people who have accumulated meaningfully in bitcoin focus on what they can control about their finances.
There are likely several moves you can make today to help you achieve your financial goals that are independent of whatever the current thing™ is.
"Macroeconomics, while interesting, is very uncontrollable. I like to think of Verify Wealth as the microeconomics shop.
I can't control the 10 year treasury, or bitcoin price, or oil markets, or wars, but I can pull these levers in front of me."
Senior Advisor @idahohodl on
"Macroeconomics, while interesting, is very uncontrollable. I like to think of Verify Wealth as the microeconomics shop.
I can't control the 10 year treasury, or bitcoin price, or oil markets, or wars, but I can pull these levers in front of me."
Senior Advisor @idahohodl on @roxom
I’m a retired brain surgeon and I wanna tell you why you feel like life is passing by. I just need one minute to explain this to you so hang in there.
Repetitive daily routines stop the brain from recording clear detailed memories. When every day looks the same, your brain does
Closing in on one month of @vrfywealth. Most intro meetings I've ever had in a single month. Grateful doesn't begin to cover it.
Stay humble, stack Saturdays, study Bitcoin.
Wow, what an incredible first week at @vrfywealth! It's great working with such mission-aligned bitcoiners to help clients who have stacked a lot of sats stack more Saturdays.
One thing that has really surprised me is the number of stories of people sharing identical
Wow, what an incredible first week at @vrfywealth! It's great working with such mission-aligned bitcoiners to help clients who have stacked a lot of sats stack more Saturdays.
One thing that has really surprised me is the number of stories of people sharing identical experiences with traditional financial planners. You've dumped fiat. Now it's time to dump fiat financial advisors!
In 2018, shortly after getting married, my wife and I decided it was time to do the “responsible adult” thing: sit down with a financial planner and get our long-term roadmap in order.
At the time, bitcoin had already become a substantial portion of our net worth.
We booked a
Introducing the Verify Wealth Team: @phil_geiger, CMO
Phil is one of the most respected operators and educators in bitcoin. He's teaming up for the second time with Owner and Lead Advisor Jessy Gilger to scale bitcoin-native financial planning for high-conviction holders. While
In 2018, shortly after getting married, my wife and I decided it was time to do the “responsible adult” thing: sit down with a financial planner and get our long-term roadmap in order.
At the time, bitcoin had already become a substantial portion of our net worth.
We booked a
Mr. And Mrs. Client, if we beat the S&P 500 by 2% every year, but still out run out of money did we win?
The best financial advice focuses on the levers you can control.
“Outperformance” is often a temporary illusion of excess-risk-taking, unsustainable in the long run, and doesn’t necessarily get a client to their true goals.
If you think having someone else manage your investments is strictly about
"can you do better than me (or index fund ___) from a total return perspective"
you've already lost the plot
All @vrfywealth clients are off the big-tech defaults: we're leveraging the @ProtonPrivacy suite.
Additionally, our team is well-versed in bitcoin custody, including clients controlling the keys to their bitcoin.
@thebillyboone We're definitely focusing on privacy. All client information is off the big-tech default. We're using proton and no public LLMs for client data. more info on how and why on our site: verifywealth.com/how-we-work
In 2018, shortly after getting married, my wife and I decided it was time to do the “responsible adult” thing: sit down with a financial planner and get our long-term roadmap in order.
At the time, bitcoin had already become a substantial portion of our net worth.
We booked a
In 2018, shortly after getting married, my wife and I decided it was time to do the “responsible adult” thing: sit down with a financial planner and get our long-term roadmap in order.
At the time, bitcoin had already become a substantial portion of our net worth.
We booked a meeting with a large, reputable advisory firm. Ten minutes into the introductory call, the reality set in: they didn’t understand bitcoin, they hadn’t done the homework, and it was clear that the immediate recommendation was going to be to “rebalance,” selling the hardest money for a generic portfolio.
I did what countless Bitcoiners end up doing: I hid my bitcoin net worth from the advisor.
We walked away. And looking back years later, selling our bitcoin in 2018 would have been a devastating financial mistake.
For years, Bitcoiners have faced a frustrating dilemma: either deal with legacy advisors who urge you to sell, or go it alone with zero tax strategy, estate planning, or generational wealth guidance.
You shouldn't have to hide your wealth from the very fiduciary hired to help protect it.
That’s why I couldn’t be more excited to share my next chapter: I’m stepping in as Chief Marketing Officer at Verify Wealth.
At Verify Wealth, we believe financial advice needs an upgrade. Bitcoiners deserve comprehensive, fiduciary wealth management from experts who actually speak their language, understand real custody and security, and know how to integrate bitcoin seamlessly alongside traditional assets, tax strategies, and legacy planning.
We’re building the modern wealth firm for the next era of finance. If you’ve ever had to leave your bitcoin off the balance sheet when talking to a financial professional, your new home is here.
Introducing the Verify Wealth Team: @phil_geiger, CMO
Phil is one of the most respected operators and educators in bitcoin. He's teaming up for the second time with Owner and Lead Advisor Jessy Gilger to scale bitcoin-native financial planning for high-conviction holders. While
Introducing the Verify Wealth Team: @phil_geiger, CMO
Phil is one of the most respected operators and educators in bitcoin. He's teaming up for the second time with Owner and Lead Advisor Jessy Gilger to scale bitcoin-native financial planning for high-conviction holders. While he won’t be advising clients directly, as CMO he’ll focus on educating people at the intersection of bitcoin and financial planning.
Phil has been professionally dedicated to putting keys in as many hands as possible since 2017. That same conviction now comes to Verify Wealth: financial planning built around how bitcoin actually behaves, with privacy-first communications, coordinated tax/inheritance/custody work, and flat-fee planning that doesn’t scale with your stack.
Some personal news for a Friday: I’ve wrapped up my time with Metaplanet.
I'm grateful for the experience diving deep into Japan’s bitcoin ecosystem and getting a front-row seat to the inner workings of a public bitcoin treasury company.
What’s next? Three things:
Verify
Some personal news for a Friday: I’ve wrapped up my time with Metaplanet.
I'm grateful for the experience diving deep into Japan’s bitcoin ecosystem and getting a front-row seat to the inner workings of a public bitcoin treasury company.
What’s next? Three things:
Verify Wealth: Teaming back up with my good friend and colleague @idahohodl to help scale @vrfywealth as CMO. We’ve built a premier financial planning firm for high-conviction bitcoiners before, and we’re refining the playbook this time around to make it even better.
Bitcoin Scholars Fund: Stepping up as President of @Bitcoinscholars. We’re kickstarting the K–12 bitcoin education flywheel by tapping into an upcoming 2027 Federal tax credit, giving donors a way to cut their tax bill by up to $1,700 and fund real-world financial literacy for kids at zero net cost.
Branta: Advising @unfakekeith and @brantaops. In the age of AI exploits, Keith and team are hardening the entire bitcoin transaction layer, increasing conversions, driving revenue, and reducing fraud while making transacting bitcoin even more secure.
Still wildly bullish on bitcoin. Still don't own enough. Would smash buy. Onwards!
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163 Followers 315 FollowingAdvisor at Verify Wealth
I help high-earners in real estate and tech build meaningful wealth so they can make an impact where it matters most.