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Bitcoin Financial Advisors in Bloomfield Hills, MI
1 Vetted Professional • CFP®, CBDA℠
Connect with certified Bitcoin financial advisors serving Bloomfield Hills and the greater MI area. Our vetted professionals specialize in cryptocurrency wealth management, Bitcoin portfolio allocation, and tax-efficient strategies for high-net-worth investors.
Mark R. Fitzgerald
CEO & Advisor
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.
Why Choose a Bitcoin Financial Advisor in Bloomfield Hills?
Working with a local Bitcoin financial advisor in Bloomfield Hills, MI offers unique advantages for cryptocurrency investors. Our certified professionals understand both the complexities of Bitcoin wealth management and the specific financial landscape of the MI area.
Services Offered by Bloomfield Hills Bitcoin Advisors
- Bitcoin Portfolio Allocation: Strategic guidance on optimal Bitcoin exposure based on your risk tolerance and financial goals
- Tax-Efficient Strategies: Navigate MI 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 Bloomfield Hills 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