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Bitcoin Financial Advisors in Boston, MA
1 Vetted Professional • CBDA℠, CFP®
Connect with certified Bitcoin financial advisors serving Boston 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.
Adam Armstrong
Financial Planner
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.
Why Choose a Bitcoin Financial Advisor in Boston?
Working with a local Bitcoin financial advisor in Boston, 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 Boston 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 Boston 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