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Bitcoin Financial Advisors in Columbus, OH
1 Vetted Professional • CFP®, CPCU, CBDA℠
Connect with certified Bitcoin financial advisors serving Columbus and the greater OH area. Our vetted professionals specialize in cryptocurrency wealth management, Bitcoin portfolio allocation, and tax-efficient strategies for high-net-worth investors.
Adam Roslovic
Director, Financial Planning
CFP®CPCUCBDA℠
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.
Why Choose a Bitcoin Financial Advisor in Columbus?
Working with a local Bitcoin financial advisor in Columbus, OH offers unique advantages for cryptocurrency investors. Our certified professionals understand both the complexities of Bitcoin wealth management and the specific financial landscape of the OH area.
Services Offered by Columbus Bitcoin Advisors
- Bitcoin Portfolio Allocation: Strategic guidance on optimal Bitcoin exposure based on your risk tolerance and financial goals
- Tax-Efficient Strategies: Navigate OH 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 Columbus 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