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Bitcoin Financial Advisors in Beverly, MA
1 Vetted Professional • CFP®, CAP®, AIF®
Connect with certified Bitcoin financial advisors serving Beverly and the greater MA area. Our vetted professionals specialize in cryptocurrency wealth management, Bitcoin portfolio allocation, and tax-efficient strategies for high-net-worth investors.
Steven Rogé
CEO
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.
Why Choose a Bitcoin Financial Advisor in Beverly?
Working with a local Bitcoin financial advisor in Beverly, MA offers unique advantages for cryptocurrency investors. Our certified professionals understand both the complexities of Bitcoin wealth management and the specific financial landscape of the MA area.
Services Offered by Beverly Bitcoin Advisors
- Bitcoin Portfolio Allocation: Strategic guidance on optimal Bitcoin exposure based on your risk tolerance and financial goals
- Tax-Efficient Strategies: Navigate MA tax regulations and federal cryptocurrency tax requirements
- Estate Planning: Secure your Bitcoin holdings for future generations with proper estate planning
- Custody Solutions: Expert recommendations on self-custody vs. institutional custody options
- Retirement Planning: Integrate Bitcoin into your retirement strategy, including Bitcoin IRAs
Credentials to Look For
Our Beverly Bitcoin financial advisors hold professional certifications including:
- CFP® (Certified Financial Planner): Rigorous training in comprehensive financial planning
- CFA® (Chartered Financial Analyst): Advanced investment analysis and portfolio management expertise
- CBDA℠ (Certified Bitcoin and Digital Asset Advisor): Specialized knowledge in cryptocurrency wealth management