What Makes Origin Different
Welcome to Origin Wealth Advisers, your dedicated partner in financial success with a special focus on Bitcoin. As an independent, fee-only firm, we specialize in personalized Bitcoin financial planning, guiding families and professionals towards achieving their life goals. Our unique, impartial business model ensures that your best interests are at the heart of everything we do. We don't sell products; we create tailored strategies that seamlessly integrate saving in Bitcoin with life planning, budgeting, estate planning, and more.
Navigating personal finance can be complex, especially in the ever-evolving world of Bitcoin. At Origin, we simplify this journey by merging traditional financial planning with innovative Bitcoin strategies. Whether you're a seasoned Bitcoin saver or just starting out, our team's expertise will craft a financial plan that aligns with your specific needs and aspirations. We focus on finding solutions that marry traditional financial planning with saving in Bitcoin.
At Origin, you get a personalized and transformative financial experience that puts Bitcoin at the core of your financial strategy. Connect with us today and let's build a financial future that reflects your dreams and leverages the power of Bitcoin. Together, we will create a path towards financial success, making Bitcoin an integral part of your financial story.
Meet The Team
Morgen Rochard, CFA, RLP®, Founder
Morgen is the founder and lead financial planner of Origin Wealth Advisers LLC. Origin opened its doors in 2014 and has advised clients on Bitcoin since 2016. Morgen is a fee-only financial planner, Chartered Financial Analyst, and Registered Life Planner dedicated to providing traditional advice to bitcoin families.
Prior to Origin, Morgen worked at both UBS Financial Services and Merrill Lynch, serving high net worth clients. Her financial career began at Trinity Derivatives Group, where she was an equity options market maker.
Morgen hosts two podcasts, the Money Owners Podcast and Bitcoin for Advisors. She also wrote a book, The Personal Finance Quickstart Guide. Outside her professional endeavors, Morgen enjoys spending quality time with her husband and children.
Morgen's integration of traditional financial planning with Bitcoin reflects the reality of the world’s evolving financial landscape. This approach bridges the gap between conventional wisdom and the digital future, to provide personalized financial guidance that resonates with clients' needs and aspirations.
Mark Guastaferri, RLP®, Financial Planner
Mark joined the Origin Wealth Advisers team in 2018 as a part-time financial planner which quickly grew into a full-time role. Mark is a Registered Life Planner and thoroughly enjoys personal finance and helping clients bring their unique vision to life.
Mark started his career at Symmetry Partners in sales and research, working directly with financial advisors and helping them deliver a better client experience through investment strategies and operational support. After working there for 5 years, he realized that he would have the greatest impact working directly with clients. This led him to two other investment firms in CT and NYC before finding his home at Origin. He is passionate about helping clients pursue freedom in this increasingly uncertain world.
Mark loves to spend his time outside in nature with his wife and son. You can typically find him hiking a mountain or paddling in the ocean.
Rachel Guastaferri, Financial Planning Assistant
Rachel joined Origin Wealth Advisers LLC in January of 2022 and hasn’t looked back.
Prior to Origin, Rachel spent her career in experiential marketing. More recently, she was an Account Director working on large clients such as Diageo and Nestle. As part of her role, she helped to oversee the development and execution of large-scale events while managing multi-million dollar budgets and ensuring the client’s needs were met.
Her skills and experience have transferred seamlessly to her role at Origin; where she serves as the team’s conductor, keeping everyone organized and on track.
When not working, Rachel enjoys spending time with her husband and son; whether it’s at the beach, on a hike, or just a relaxing day at home.
Discipline Equals Financial Freedom
Sticking to a financial plan is the only way to achieve financial independence
What to Expect
When working with our experienced team, committed to life planning and Bitcoin financial advising, you can anticipate the following over a series of meetings:
Personalized Discovery: Uncover your core values, goals, and what truly matters to you.
Savings Assessment: Evaluate your savings strategy to determine if it aligns with your life’s goals, ensuring you're on the right path to financial success.
Family Security Planning: Implement measures to make sure your family is prepared to handle life's unexpected twists and turns, including the complexities that can arise when saving in Bitcoin.
By focusing on these key areas, we guide you through a comprehensive journey that combines the best of traditional financial planning with the innovation of saving in Bitcoin. Connect with us to explore how we can tailor our services to your unique needs and ambitions.
Our process begins with a series of 3 life planning meetings:
The Exploration phase is the starting point of our financial planning journey together. Here, we engage in a thoughtful conversation to understand your unique situation, needs, and desires. By asking questions and actively listening, we aim to uncover your core values and aspirations. The goal of this exploratory stage is to build a strong foundation for personalized financial planning that aligns with your life goals.
*This meeting is complimentary
Building on the insights gathered during Exploration, the Vision phase is where we collaboratively shape your financial future. Here, we dive deeper into your long-term goals, identifying your ideal life vision. This vision becomes the guiding star for all future financial decisions, ensuring alignment with what truly matters to you.
In the Obstacles phase, we identify and address any potential barriers that may hinder your progress towards your vision. By examining challenges, from financial constraints to behavioral tendencies, we work together to create actionable solutions. This strategic planning allows us to turn potential obstacles into opportunities, reinforcing your path towards financial success. Through ongoing support and collaboration, we ensure a smooth transition from vision to reality.
By embracing the Life Planning process of Exploration, Vision, and Obstacles, we connect your financial resources with your life's purpose, turning dreams into achievable goals. Connect with us today and let us make your financial vision a reality.
What is Financial Independence?
Accumulate enough assets to create a business, help non-profits, or just play golf!
Our Services
At Origin, we believe that everyone deserves the best in financial guidance, especially in the dynamic world of Bitcoin. Your path to financial success thrives on consistent engagement with a knowledgeable Bitcoin financial advisor who understands your unique needs. That's why we offer specialized, comprehensive services tailored to Bitcoin individuals and families:
Goal-Oriented Portfolio Services:
Holistic Financial Overview: We start by exploring your total financial landscape, prioritizing what truly matters in your life. This includes a deep analysis of your budget, savings, assets, debt, insurance, benefits, and of course, your Bitcoin savings.
Tailored Action Plans: Based on our holistic evaluation, we craft a personalized, actionable financial plan encompassing investment portfolio reviews, asset allocations (with a special focus on Bitcoin), retirement planning, education planning, charitable giving strategies, estate consulting, tax planning, and more.
Investment Implementation: Our experienced planners can help you manage your investment portfolio and your cash, including Bitcoin, aligning it with your life goals. Regular market updates and insights ensure you stay informed and confident in your financial journey.
Best for: Individuals and families saving in Bitcoin seeking a comprehensive view of their finances, guided by experienced planners attuned to the complexities of both traditional assets and Bitcoin.
This program has a quarterly fee based on your net worth according to the following schedule:
Pause and Reflect
When we take a step back from our busy lives to reflect, we can truly see where we are and where we want to be.
Contact Origin
Please reach out to us for more information or if you have additional questions. Feel free to connect with us on LinkedIn.