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Natalie Haggard — Bitcoin & Digital Asset Financial Advisor

Last updated November 3, 2025

Senior Wealth Advisor

CBDA℠CFP®
Tulsa, OK

About Natalie Haggard

Natalie Haggard is a financial advisor based in Tulsa, OK. Their work includes traditional wealth management along with Bitcoin focused planning.

Many clients want to understand how Bitcoin fits within a broader financial or retirement plan.

Natalie Haggard is a Senior Wealth Advisor at Mariner Wealth Advisors, where she specializes in providing tailored financial advice and solutions for executives, retirees, business owners, and families. With a commitment to helping her clients achieve their financial goals, Natalie draws on her diverse experience in the finance sector, which began at Adams Hall. Throughout her career there, she held various roles including operations, communications, marketing, client service associate, and wealth advisor, ultimately bringing a comprehensive understanding of the financial landscape to her current position following Mariner's acquisition of Adams Hall.

Natalie holds a bachelor's degree in journalism and public relations, as well as a master’s degree in business administration, both from Oklahoma State University. This solid educational foundation complements her hands-on experience, allowing her to effectively communicate complex financial concepts and strategies to her clients.

Outside of her professional life, Natalie is a devoted mother to two daughters and an enthusiastic supporter of the Oklahoma State Cowboys. She enjoys staying active as a Peloton® rider and is proud to have served as the former president of the Tulsa Chapter Board of the Oklahoma State University Alumni Association, reflecting her commitment to community and lifelong learning.

Areas of Focus

Financial advisors in this directory typically combine conventional planning expertise with knowledge of Bitcoin and digital asset considerations. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

Working with a Bitcoin knowledgeable advisor can provide clarity on how digital assets fit within your overall wealth strategy. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CBDA℠CFP®

Why You Can Trust Natalie

Verified credentials and professional qualifications

Professional Credentials
CBDA℠CFP®

Licensed and certified to provide financial advisory services

Years of Experience

14+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Tulsa, OK and surrounding areas

Firm Affiliation

Mariner Wealth Advisors

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Verify Natalie's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

5962256

Important: Always independently verify an advisor's credentials, registration status, and disciplinary history before engaging their services. The link above connects directly to the official SEC Investment Adviser Public Disclosure database.

Questions to Ask This Advisor

When you speak with Natalie Haggard, you may want to ask questions like: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

Explore other Bitcoin financial advisors and professionals in your area or with similar credentials:

Frequently Asked Questions About Bitcoin Wealth Platform

Bitcoin Wealth Platform is an independent directory, not an advisory firm. We help connect you with Bitcoin aware advisors but do not provide investment advice.

Planning Tools

If you'd like to explore future-value or retirement scenarios before speaking with an advisor, you can use our Bitcoin planning calculators.

Important Disclaimer: Natalie Haggard is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.