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Bitcoin Financial Advisors in Massachusetts

2 Vetted Professionals • CBDA℠, CFP®

Bitcoin in Massachusetts

Market snapshot and regulatory overview

State Capital Gains Tax

5.0%

Moderate Tax

Bitcoin Businesses

160+

Active companies

Regulatory Stance

Neutral

Business climate

Adoption Level

Growing

Market maturity

Massachusetts blends financial services expertise with technological innovation, creating a unique environment for Bitcoin financial advisory. The state's strong regulatory framework and educated investor base demand sophisticated cryptocurrency wealth management solutions. Massachusetts-based Bitcoin advisors help clients navigate state and federal compliance requirements while implementing tax-efficient strategies for digital asset holdings, portfolio diversification, and long-term wealth preservation.

Disclaimer: Tax rates and regulations subject to change. Bitcoin business counts are estimates. Consult with a qualified tax professional for personalized advice.

Certified Bitcoin Financial Advisors in Massachusetts

Adam Armstrong

Financial Planner

Boston, MA

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.

Bob Andreola

Financial Planning Director

Norwood, MA

CFP®CBDA℠

Bob Andreola serves as the Financial Planning Director at Edelman Financial Engines, bringing nearly 31 years of experience in the financial services industry. With a strong emphasis on personalized retirement income strategies, Bob is dedicated to helping clients navigate the complexities of financial planning and achieve their long-term goals. His extensive career has been marked by a commitment to exceptional client service and tailored financial solutions. Throughout his impressive tenure, Bob has honed his expertise in retirement income strategies, ensuring that his clients feel confident and secure in their financial futures. His deep understanding of the industry allows him to provide insightful guidance, empowering individuals to make informed decisions about their financial well-being. Beyond his professional accomplishments, Bob values the importance of building meaningful relationships with his clients, taking the time to understand their unique needs and aspirations. In his personal life, he enjoys spending quality time with his family and exploring the outdoors, reflecting his belief in the importance of balance and well-being.