Headshot of Kevin Maguire, Bitcoin-aware financial advisor in White Plains, NY

Kevin Maguire

CMFC™CRPC™RFC®CBDA™
White Plains, NY

About Kevin Maguire

Kevin Maguire is the Director of Financial Planning at Edelman Financial Engines, where he brings over 37 years of experience as a fee-only, fiduciary investment advisor and financial planner. Throughout his distinguished career, Kevin has dedicated himself to helping clients build wealth, prepare for retirement, fund their children's education, and efficiently transfer their estates while minimizing tax liabilities.

His approach is rooted in goal-based financial planning, allowing him to create and implement diversified investment portfolios tailored to each client's unique time horizon, risk tolerance, and overall financial objectives. Kevin's commitment to his clients and their financial well-being is evident in the personalized strategies he develops, ensuring they feel informed and confident in their financial decisions.

Outside of his professional endeavors, Kevin enjoys spending time with his family, emphasizing the importance of building lasting legacies both financially and personally.

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

CMFC™CRPC™RFC®CBDA™

Why You Can Trust Kevin

Verified credentials and professional qualifications

Professional Credentials
CMFC™CRPC™RFC®CBDA™

Licensed and certified to provide financial advisory services

Years of Experience

38+ 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 White Plains, NY and surrounding areas

Firm Affiliation

Edelman Financial Engines

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

Verify Kevin's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

1735962

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 Kevin Maguire, 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: Kevin Maguire 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.