
Last updated November 3, 2025
Financial Planner
Adam Armstrong serves clients in Boston, MA as a financial advisor with experience across retirement planning, investments, and Bitcoin oriented conversations.
A frequent topic in planning conversations is the role Bitcoin can play alongside more traditional investments.
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.
Verified credentials and professional qualifications
Licensed and certified to provide financial advisory services
9+ Years Experience in financial advisory and wealth management
Acts as a fiduciary, legally obligated to put your interests first
Serving clients in Boston, MA and surrounding areas
Cerity Partners
Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.
Independently verify registration and licensing through official regulatory databases
If you'd like to explore future-value or retirement scenarios before speaking with an advisor, you can use our Bitcoin planning calculators.
Important Disclaimer: Adam Armstrong is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.