Origin Wealth Advisers LLC is a fee-only financial planning firm dedicated to helping bitcoin-aligned families build resilient, values-driven lives. The firm specializes in integrating long-term bitcoin savings into comprehensive financial planning, offering guidance on self-custody best practices, multi-sig and cold storage workflows, retirement and cash-flow design for volatile-asset households, advanced tax and estate strategies, asset-liability matching with bitcoin, and institutional-quality planning frameworks tailored to families holding meaningful bitcoin positions. As a strictly advice-only firm, Origin never sells products and serves clients as a true fiduciary.

Morgen founded Origin after beginning her career trading equity options and later advising ultra-high-net-worth families at two major private wealth management firms. She has since become a leading voice in bitcoin-centered financial planning, creating education and thought leadership for CPAs, RIAs, and families navigating the complexities of saving and building generational wealth with bitcoin. Morgen hosts the “Bitcoin for Advisors” and “Money Owners” podcasts, speaks at industry conferences, and is the author of the “Personal Finance QuickStart Guide.” In her free time, she enjoys cooking, spending time outdoors with her family, and developing educational content for the broader Bitcoin community.

For more information or a warm introduction, please contact your dedicated relationship manager.

‍

-----

The inclusion of any third-party product, service, or company on this page does not constitute an endorsement, guarantee, or warranty by Unchained. Unchained makes no representations regarding the accuracy, completeness, or reliability of any third-party information, and is not responsible for the content, products, services, privacy practices, or security of any third-party websites or platforms. Unchained is not liable for any loss, damage, or expense caused by your use of any third-party product or service you're using. Unchained and its employees may have business relationships with the listed service providers or companies featured on this page, including but not limited to affiliate arrangements, partnerships, and sponsorships. Unchained may earn a commission if you make a purchase or sign up for a service through those links, at no additional cost to you. Unchained Capital, Inc. is not responsible for the products, services, or policies of any third-party providers. Any transactions with third parties are solely between you and the applicable provider. Nothing on this page should be construed as financial, investment, tax, or legal advice. Content is provided for informational and educational purposes only. Consult with a qualified financial advisor, tax professional, or attorney.