Adam Armstrong — Bitcoin & Digital Asset Financial Advisor

Adam Armstrong is a trusted Bitcoin and digital asset financial advisor serving clients in Boston, MA. With expertise in cryptocurrency wealth management, Bitcoin portfolio allocation, and crypto tax planning, Adam helps high-net-worth individuals and families navigate the complexities of digital asset investing while integrating Bitcoin into comprehensive financial and retirement planning strategies.

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.