Bert Boutte — Bitcoin & Digital Asset Financial Advisor

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

Bert Boutte is the Director of Financial Planning at Edelman Financial Engines, where he combines his passion for planning with a commitment to helping clients navigate their financial journeys. With a wealth of experience in investment and goal planning, Bert understands the complexities of life and how they can impact financial decisions. He prides himself on being a reliable partner for clients as they strive for financial success, ensuring they remain focused on their long-term aspirations amidst life’s inevitable changes.

Throughout his career, Bert has developed a comprehensive skill set that empowers him to guide individuals and families in aligning their financial strategies with their unique goals. As a Registered Investment Advisor, he values the importance of collaboration and transparency, positioning himself on the same side of the table as his clients. This approach fosters open communication and trust, allowing for a more personalized financial planning experience.

Bert finds fulfillment in being an approachable resource for those seeking clarity in their financial lives. He believes that building lasting relationships with clients is fundamental to achieving their dreams, and he is dedicated to providing them with the insights and tools necessary for success. Outside of work, Bert enjoys connecting with fellow dreamers, sharing ideas, and exploring new possibilities, reflecting his belief that every financial journey is unique and worthy of careful planning.