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Bitcoin Financial Advisors in Massachusetts

6 Vetted Professionals • CBDA™, CFP®, ChFC®

Bitcoin in Massachusetts

Market snapshot and regulatory overview

State Capital Gains Tax
5.0%
Moderate Tax
Bitcoin Businesses
160+
Active companies
Regulatory Stance
Neutral
Business climate
Adoption Level
Growing
Market maturity

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

Headshot of Bob Andreola, Bitcoin-aware financial advisor in Norwood, MA

Bob Andreola

Financial Planning Director

Norwood, MA

CFP®CBDA™
Bob Andreola serves as the Financial Planning Director at Edelman Financial Engines, bringing nearly 31 years of experience in the financial services industry. With a strong emphasis on personalized retirement income strategies, Bob is dedicated to helping clients navigate the complexities of financial planning and achieve their long-term goals. His extensive career has been marked by a commitment to exceptional client service and tailored financial solutions. Throughout his impressive tenure, Bob has honed his expertise in retirement income strategies, ensuring that his clients feel confident and secure in their financial futures. His deep understanding of the industry allows him to provide insightful guidance, empowering individuals to make informed decisions about their financial well-being. Beyond his professional accomplishments, Bob values the importance of building meaningful relationships with his clients, taking the time to understand their unique needs and aspirations. In his personal life, he enjoys spending quality time with his family and exploring the outdoors, reflecting his belief in the importance of balance and well-being.
Headshot of Adam Armstrong, Bitcoin-aware financial advisor in Boston, MA

Adam Armstrong

Financial Planner

Boston, MA

CBDA™CFP®
Adam Armstrong is a Principal at Cerity Partners in the Boston office, where he is an integral member of the Wealth Management team. With a focus on providing high-net-worth individuals and families with comprehensive asset management and planning solutions, Adam is dedicated to guiding his clients through the complexities of wealth management. He believes in the power of education and strives to empower clients to make informed decisions, enabling them to approach life with anticipation rather than apprehension. Before joining Cerity Partners, Adam built a robust career as a Wealth Advisor with Withum Wealth Management and Pinnacle Associates, LTD. His journey in finance began at AXA Advisors (Equitable) in Falls Church, VA, and continued as an Investment Counselor and Trader with Fisher Investments in San Mateo, CA. This diverse experience has equipped Adam with a deep understanding of the financial landscape, allowing him to tailor strategies that meet the unique needs of his clients. Outside of his professional pursuits, Adam enjoys spending quality time with his wife, Hannah, and their two daughters, Maxine and Hazel. A true enthusiast of New England, he loves to explore the region’s offerings through skiing, golfing, camping, and hiking. Adam is also known for hosting memorable backyard barbecues, where he shares his passion for good food and great company.
Headshot of Jack London, Bitcoin-aware financial advisor in Dover, MA

Jack London

Executive Director

Dover, MA

ChFC®CLU®
Jack London is an Executive Director at Edelman Financial Engines, bringing over 30 years of experience in financial advising to his clients. Throughout his career, he has dedicated himself to helping individuals and families achieve their financial goals, both short- and long-term, while also focusing on protecting their loved ones. Jack's deep understanding of financial strategies and commitment to his clients' success has earned him a reputation as a trusted advisor in the wealth management industry. In addition to his professional achievements, Jack is actively involved in his community. He volunteers as a first responder in various public safety roles, demonstrating his commitment to service beyond the financial realm. Furthermore, he serves as a trustee of a private foundation that provides low-cost loans to medical school students, reflecting his dedication to supporting the next generation of healthcare professionals. Outside of his professional and volunteer work, Jack enjoys spending quality time with his family, often hiking or kayaking together. His balanced approach to life and work underscores his belief in the importance of both financial well-being and personal fulfillment.
Headshot of Pat Phelan, Bitcoin-aware financial advisor in Orleans, MA

Pat Phelan

Financial Advisor

Orleans, MA

CFP®ChFC®CLU®
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.
Headshot of Steven Rogé, Bitcoin-aware financial advisor in Beverly, MA

Steven Rogé

CEO

Beverly, MA

CFP®CAP®AIF®
Steven Rogé is the Chief Executive Officer and Chief Investment Officer of R. W. Rogé & Company, Inc., where he has dedicated his career to empowering clients to Plan, Achieve, and Live® the life they envision. Since the firm's inception in 1986, Steven has cultivated a client-first culture rooted in a fee-only, fiduciary approach, ensuring that client interests remain the top priority in every aspect of the firm’s operations. With a focus on holistic financial strategies, Steven emphasizes big-picture thinking complemented by meticulous research and personalized guidance. His commitment to creating risk-adjusted investment strategies and fostering seamless operations reflects his belief that financial planning transcends mere numbers; it is about building trust, simplifying complexities, and providing peace of mind to families so they can prioritize what truly matters. Steven's expertise in investing and financial planning has been recognized across prominent platforms, including The Wall Street Journal, The New York Times, Barron’s, and CNBC. In addition to his role at R.W. Rogé & Company, he serves as an adjunct professor at the New York Institute of Technology College of Osteopathic Medicine, where he imparts practical knowledge to aspiring financial professionals. He is also a respected member of Ed Slott’s Master Elite IRA Advisor Group and the National Association of Personal Financial Advisors (NAPFA). He holds an MBA from Babson College’s F.W. Olin Graduate School of Business and a Bachelor of Science in Finance and Economics from Bryant University. Steven is a CERTIFIED FINANCIAL PLANNER™ (CFP®), an Accredited Investment Fiduciary® (AIF®), and a Chartered Advisor in Philanthropy® (CAP®), showcasing his dedication to both exceptional expertise and values-driven planning. Outside of his professional endeavors, Steven enjoys spending quality time with his family, emphasizing the importance of personal connections in both life and work.
Headshot of Jared Rubin, Bitcoin-aware financial advisor in Burlington, MA

Jared Rubin

Director, Financial Planning

Burlington, MA

CFP®CBDA℠
Jared Rubin is the Director of Financial Planning at Edelman Financial Engines, where he leverages over a decade of experience in financial planning to guide clients toward achieving their life goals and financial well-being. Jared is dedicated to creating personalized strategies that provide peace of mind and empower individuals to pursue their dreams. His expertise in financial planning is complemented by a deep understanding of his clients' needs, allowing him to deliver tailored solutions that foster long-term success. Throughout his career, Jared has demonstrated a commitment to ongoing professional development, ensuring he stays at the forefront of industry trends and best practices. This dedication not only enhances his skill set but also enriches the service he provides to clients. Jared’s approach is centered around building meaningful relationships, grounded in trust and transparency. Outside of his professional endeavors, Jared enjoys spending time in nature, often hiking in the mountains with his wife and two daughters. He believes in the importance of balancing work and personal life, and he continually seeks to expand his knowledge and skills in various areas.

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.

Explore More Advisors

Looking for advisors with specific credentials or in other locations? Browse by credential or explore other states.

Looking for advisors in other regions?

You can browse our full Bitcoin financial advisor directory to view all advisors currently listed on Bitcoin Wealth Platform.

You can also explore advisors in other major markets such as California Bitcoin financial advisors.

Learn More

If you are still learning how Bitcoin fits into a broader financial plan, you can read our guide to Bitcoin and financial planning or our guide on how to choose a Bitcoin aware financial advisor.

Learn more about Bitcoin and taxes

Tax treatment for Bitcoin can vary based on how long you hold it, how you use it, and where you live. For a simple overview of key concepts for 2025, read our Bitcoin tax basics guide. Always confirm details with a qualified tax professional.