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Bitcoin Financial Advisors in Washington, DC
2 Vetted Professionals • CFP®, CRPC®, CBDA℠
Connect with certified Bitcoin financial advisors serving Washington and the greater DC area. Our vetted professionals specialize in cryptocurrency wealth management, Bitcoin portfolio allocation, and tax-efficient strategies for high-net-worth investors.
Ann Crehan
Executive Director, Financial Planning
CFP®CRPC®CBDA℠
Ann Crehan is an Executive Director of Financial Planning at Edelman Financial Engines, where she brings a wealth of expertise to clients and their families. With a commitment to helping individuals achieve their financial hopes and dreams, Ann provides tailored guidance on a broad spectrum of financial goals, from saving for a new home to funding education and planning for a secure retirement. Throughout her career, Ann has cultivated a diverse clientele, leveraging her deep understanding of financial strategies to empower clients in navigating their unique circumstances. Her approachable demeanor and attentive service have earned her a reputation as a trusted advisor, dedicated to fostering long-lasting relationships built on confidence and transparency. Outside of her professional endeavors, Ann enjoys traveling, especially to connect with family in Ireland. She is also passionate about hiking and long walks, often finding joy in entertaining friends and family.
Joseph Davis
Financial Planner
CFP®CLU®ChFC®
Joseph L. Davis, CLU, ChFC, CFP, is a dedicated Financial Planner at Living Capital Group, where he brings a wealth of expertise and a personalized approach to financial planning. As an independent registered representative and Investment Advisor representative, Joseph specializes in fee-based financial planning, investment counseling, and asset management tailored to the unique needs of individuals, corporations, and non-profit organizations. With a profound background in insurance, investments, and financial planning, he particularly excels in retirement planning and executive compensation strategies. Joseph’s commitment to excellence is reflected in his credentials and extensive knowledge of the financial services landscape. Under his leadership, the Living Capital Group team embodies a diverse range of experiences, enhancing their ability to provide informed, client-centered advice. The firm prides itself on operating independently, allowing them the flexibility to recommend products and services that truly align with their clients' goals and objectives. Beyond his professional accomplishments, Joseph is deeply committed to upholding the highest standards of integrity and honesty, ensuring that ongoing education remains a priority for himself and his team. These principles guide their approach to client relationships, fostering a collaborative environment where clients feel valued and understood. Outside of work, Joseph enjoys spending time with his family and exploring the great outdoors, further emphasizing his belief in a balanced and fulfilling life.
Why Choose a Bitcoin Financial Advisor in Washington?
Working with a local Bitcoin financial advisor in Washington, DC offers unique advantages for cryptocurrency investors. Our certified professionals understand both the complexities of Bitcoin wealth management and the specific financial landscape of the DC area.
Services Offered by Washington Bitcoin Advisors
- Bitcoin Portfolio Allocation: Strategic guidance on optimal Bitcoin exposure based on your risk tolerance and financial goals
- Tax-Efficient Strategies: Navigate DC 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 Washington 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