Does Bitcoin Wealth Platform provide investment advice?

No. Bitcoin Wealth Platform is an independent directory that helps you find advisors who may be familiar with Bitcoin and digital assets. All advice is provided by the individual advisors or firms, not by BWP.

How should I evaluate an advisor listed here?

Always review an advisor's regulatory records, background, experience, and compensation model. Use official sources such as SEC IAPD and FINRA BrokerCheck, and ask direct questions about how they work and whom they serve.

Are all advisors on this site Bitcoin experts?

Advisors listed here have indicated some level of familiarity or interest in Bitcoin and digital assets, but their experience and services vary. It is important to confirm their specific experience and capabilities directly with them.

Is working with a Bitcoin aware advisor right for me?

That depends on your situation, goals, and risk tolerance. A conversation with an advisor can help you decide whether and how Bitcoin should be included in your planning, or whether other strategies might be more appropriate.

Home/Find Advisors/Ohio/Adam Roslovic

Adam Roslovic

CFP®CPCUCBDA℠

Columbus, OH

Contact Adam Roslovic

aroslovic@edelmanfinancialengines.com 614-454-3393

About Adam Roslovic

Adam Roslovic is the Director of Financial Planning at Edelman Financial Engines, where he is dedicated to helping individuals and families achieve lasting financial security. His passion for financial planning is deeply rooted in the values instilled in him by his parents, particularly their commitment to community and service. Adam strives to provide his clients with the clarity and confidence they need to make informed financial decisions.

With a focus on empowering clients to remain independent, generous, and actively engaged in the communities that matter most to them, Adam has built a reputation for his client-centric approach. His expertise in financial planning enables him to navigate complex financial landscapes and deliver tailored solutions that align with his clients' goals.

Outside of his professional pursuits, Adam enjoys giving back to his community, reflecting his belief in the importance of service and support. He is committed to fostering lasting relationships that extend beyond financial advice, making him a trusted partner in the financial journeys of those he serves.

Areas of Focus

Advisors listed on Bitcoin Wealth Platform commonly work at the intersection of traditional financial planning and Bitcoin or other digital assets. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

A Bitcoin aware financial advisor can help you think through how digital assets interact with the rest of your financial life. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CFP®CPCUCBDA℠

Why You Can Trust Adam

Verified credentials and professional qualifications

Professional Credentials

CFP®CPCUCBDA℠

Licensed and certified to provide financial advisory services

Years of Experience

17+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Columbus, OH and surrounding areas

Firm Affiliation

Edelman Financial Engines

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Verify Adam's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

5575320

Important: Always independently verify an advisor's credentials, registration status, and disciplinary history before engaging their services. The link above connects directly to the official SEC Investment Adviser Public Disclosure database.

Questions to Ask This Advisor

When you speak with Adam Roslovic, you may want to ask questions like: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

Explore other Bitcoin financial advisors and professionals in your area or with similar credentials:

Frequently Asked Questions About Bitcoin Wealth Platform

Bitcoin Wealth Platform is an independent directory, not an advisory firm. We help connect you with Bitcoin aware advisors but do not provide investment advice.

Planning Tools

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 Roslovic 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.