Does Bitcoin Wealth Platform provide investment advice?

No. Bitcoin Wealth Platform is an independent directory that helps you find advisors who may be familiar with Bitcoin and digital assets. All advice is provided by the individual advisors or firms, not by BWP.

How should I evaluate an advisor listed here?

Always review an advisor's regulatory records, background, experience, and compensation model. Use official sources such as SEC IAPD and FINRA BrokerCheck, and ask direct questions about how they work and whom they serve.

Are all advisors on this site Bitcoin experts?

Advisors listed here have indicated some level of familiarity or interest in Bitcoin and digital assets, but their experience and services vary. It is important to confirm their specific experience and capabilities directly with them.

Is working with a Bitcoin aware advisor right for me?

That depends on your situation, goals, and risk tolerance. A conversation with an advisor can help you decide whether and how Bitcoin should be included in your planning, or whether other strategies might be more appropriate.

Home/Find Advisors/Massachusetts/Pat Phelan

Pat Phelan

CFP®ChFC®CLU®RICP®WMCP®AEPCBDA℠

Orleans, MA

Contact Pat Phelan

pphelan@ft.newyorklife.com 215-919-9998

About Pat Phelan

Pat Phelan is a dedicated financial advisor at NYLIFE, where he brings a wealth of experience and expertise to his clients. Specializing in personalized advisory services, Pat is committed to developing comprehensive financial solutions that address both immediate needs and long-term goals. His approach focuses on helping individuals and business owners accumulate, protect, enjoy, and effectively distribute their wealth.

Throughout his career, Pat has honed his skills in a variety of areas, including college funding, retirement planning, and lifetime income strategies. As a licensed agent with New York Life Insurance Company and a registered representative of NYLIFE Securities LLC, he offers a broad array of products designed to meet diverse financial needs. Pat takes pride in his ability to analyze each client's unique situation and recommend tailored strategies that facilitate wealth transfer to future generations.

In addition to his professional achievements, Pat values building lasting relationships with his clients, ensuring they feel supported and understood throughout their financial journeys. Outside of work, he enjoys spending time with family and pursuing outdoor activities that inspire him.

Areas of Focus

Professionals featured here generally offer both traditional wealth management services and Bitcoin aware advisory support. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

Financial advisors with Bitcoin expertise can help integrate digital asset planning with traditional investment and retirement strategies. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CFP®ChFC®CLU®RICP®WMCP®AEPCBDA℠

Why You Can Trust Pat

Verified credentials and professional qualifications

Professional Credentials

CFP®ChFC®CLU®RICP®WMCP®AEPCBDA℠

Licensed and certified to provide financial advisory services

Years of Experience

8+ 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 Orleans, MA and surrounding areas

Firm Affiliation

NYLIFE

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

Verify Pat's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

6193008

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

Before engaging Pat Phelan, consider asking questions such as: 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: Pat Phelan 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.