Bitcoin in Massachusetts
Market snapshot and regulatory overview
Massachusetts blends financial services expertise with technological innovation, creating a unique environment for Bitcoin financial advisory. The state's strong regulatory framework and educated investor base demand sophisticated cryptocurrency wealth management solutions. Massachusetts-based Bitcoin advisors help clients navigate state and federal compliance requirements while implementing tax-efficient strategies for digital asset holdings, portfolio diversification, and long-term wealth preservation.
Disclaimer: Tax rates and regulations subject to change. Bitcoin business counts are estimates. Consult with a qualified tax professional for personalized advice.
Bitcoin Wealth Platform is a directory that lists financial advisors and professionals who may be familiar with Bitcoin and digital assets. We gather information from public sources and voluntary submissions. Advisors appearing on this page have indicated some degree of knowledge or interest in Bitcoin. This directory is for informational purposes—it is not an endorsement, referral, or recommendation. Bitcoin Wealth Platform does not verify credentials, check backgrounds, or audit the advisors listed here. All advice, services, and agreements are between you and the advisor you contact. Please perform your own due diligence before working with any professional.
How to Use This State Page
This page lists advisors in Massachusetts who have indicated awareness of Bitcoin and digital assets. The information you see here is compiled from publicly available sources and from submissions by the advisors themselves.
What you'll find: Each advisor listing shows credentials, location, and a brief description. You can filter by credentials such as CFP®, CBDA℠, CPA, or EA if you're looking for specific qualifications.
What we don't provide: We do not conduct background checks, verify credentials in real time, or audit any advisor's claims. We do not receive payment for ranking or placement on this page.
Next steps: Visit individual advisor profiles to learn more about their practice. We encourage you to interview multiple advisors, ask detailed questions, verify credentials independently (via CFP Board, state licensing boards, FINRA BrokerCheck, etc.), and ensure any advisor you choose is a good fit for your needs. For comprehensive guidance, see our guide on choosing a Bitcoin-aware financial advisor.
Questions to Ask Advisors in Massachusetts
When speaking with any advisor in Massachusetts, consider asking these questions to better understand their approach, qualifications, and fit for your needs:
- What are your credentials and how long have you been practicing in Massachusetts?
- Are you registered with FINRA, the SEC, or a state regulator? Can I verify your standing via BrokerCheck or other public databases?
- How do you charge for your services (fee-only, fee-based, commission, AUM-based)?
- Do you have a fiduciary duty to act in my best interest at all times?
- How familiar are you with Bitcoin and digital assets? What training or certifications do you have in this area?
- How do you stay current with changes in Bitcoin regulation, tax treatment, and custody best practices?
- Can you provide references or case studies (respecting client confidentiality) that demonstrate your experience with Bitcoin-related planning?
- What is your process for coordinating with my tax professional or attorney if I hold Bitcoin or plan to acquire it?
- Do you have errors and omissions insurance, and what consumer protections are in place if something goes wrong?
Certified Bitcoin Financial Advisors in Massachusetts
Boston, MA (1 Advisor)
Adam Armstrong
Financial Planner
Boston, MA
Norwood, MA (1 Advisor)
Bob Andreola
Financial Planning Director
Norwood, MA
Important Disclaimers
Not an Endorsement or Referral
Listing on Bitcoin Wealth Platform does not constitute an endorsement, recommendation, or referral. We do not evaluate the quality of any advisor's services, nor do we guarantee results. All professional relationships and agreements are solely between you and the advisor you choose.
Do Your Own Research
Before engaging any advisor, verify credentials independently through official sources such as:
- CFP Board: Verify CFP® certification at CFP.net/verify
- FINRA BrokerCheck: Check registration and disciplinary history at BrokerCheck.FINRA.org
- SEC Investment Adviser Public Disclosure: Search for RIAs at adviserinfo.sec.gov
- State Licensing Boards: Verify CPA, EA, and other state-issued credentials with the relevant state board
- DACFP: Confirm CBDA℠ certification at DACFP.com
No Compensation for Placement
Bitcoin Wealth Platform does not accept payment from advisors for preferential placement or ranking. Featured advisors may be highlighted for editorial reasons or to showcase diversity of credentials and locations, but we do not sell placement.
Tax and Regulatory Information
State tax rates, regulatory stances, and Bitcoin business counts displayed on this page are estimates and subject to change. This information is provided for general informational purposes only and should not be relied upon as tax, legal, or investment advice. Always consult with qualified professionals for advice specific to your situation.
Limitation of Liability
Bitcoin Wealth Platform is not responsible for any losses, damages, or disputes arising from your use of this directory or your engagement with any advisor listed here. Use of this website is at your own risk.