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Bitcoin Financial Advisors in Michigan

2 Vetted ProfessionalsAIF®, CBDA℠, CFP®

Bitcoin in Michigan

Market snapshot and regulatory overview

State Capital Gains Tax
4.25%
Low Tax
Bitcoin Businesses
70+
Active companies
Regulatory Stance
Neutral
Business climate
Adoption Level
Moderate
Market maturity

Michigan combines automotive industry innovation with emerging cryptocurrency adoption, creating unique opportunities for Bitcoin investment. The state's financial services sector increasingly incorporates digital asset expertise. Michigan-based Bitcoin financial advisors help clients navigate the intersection of traditional finance and cryptocurrency, implementing strategies for portfolio diversification, tax efficiency, and long-term wealth preservation with digital assets.

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 Michigan 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 Michigan

When speaking with any advisor in Michigan, 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 Michigan?
  • 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 Michigan

Bloomfield Hills, MI (1 Advisor)

Headshot of Mark R. Fitzgerald, Bitcoin-aware financial advisor in Bloomfield Hills, MI

Mark R. Fitzgerald

CEO & Advisor

Bloomfield Hills, MI

CFP®CBDA℠
Mark R. Fitzgerald is the CEO and a dedicated advisor at Cranbrook Wealth Management, where he has been guiding clients since he began his career in financial planning in 1997. With a commitment to fostering strong relationships, Mark believes in creating a collaborative environment where he and his clients work together as a cohesive team. His clients value his responsiveness, transparency, and meticulous attention to detail, which contribute to a comfortable and comprehensive advisory experience. Mark holds a Bachelor’s degree from Oakland University and is a Certified Financial Planner™. His extensive knowledge and experience empower him to take a hands-on approach in managing the firm and overseeing its strategic direction, ensuring that clients receive the highest level of service and expertise. Outside of his professional endeavors, Mark enjoys spending quality time with his wife and two children, which enriches his understanding of the importance of family and financial security for his clients.

Rockford, MI (1 Advisor)

Headshot of Ethan Heiden, Bitcoin-aware financial advisor in Rockford, MI

Ethan Heiden

Financial Advisor

Rockford, MI

AIF®CBDA℠
Ethan Heiden is a Senior Fiduciary Financial Advisor at Fiduciary Financial Advisors, where he specializes in delivering personalized, tax-conscious financial planning and wealth management services. With a focus on serving professionals, business owners, and retirees throughout the United States, Ethan is dedicated to helping clients navigate their financial journeys with confidence and clarity. Ethan’s approach centers on strategic, tax-efficient planning that aligns with each client’s unique aspirations. He takes pride in empowering individuals to reach their financial goals more swiftly, ensuring they can enjoy the fulfilling retirement they envision. His commitment to excellence and deep understanding of the financial landscape make him a trusted partner for those looking to enhance their wealth and secure their financial future. Outside of his professional pursuits, Ethan values building meaningful relationships with his clients and takes joy in celebrating their successes.

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.

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