Adam Blumberg

Adam Blumberg

Adam Blumberg, CFP ®, has been in financial services for over 12 years, starting with an insurance broker/dealer, and moving to his own RIA, started with his partner, Ron. He is also the co-founder of Interaxis, a company dedicated to educating financial professionals about digital assets, cryptocurrency, blockchain and other alternative assets. The YouTube channel they created has over 9,000 subscribers, and they created a course and certification to teach financial advisors how to make crypto and digital assets part of their practice. In May 2021, they helped launch PlannerDAO, the first decentralized community for financial advisors. PlannerDAO has grown to almost 400 members. Adam is a contributing writer for CoinDesk’s Crypto for Advisors newsletter.

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What Advisors Can Do During a Bear Market
A drop in crypto prices doesn’t mean the new financial ecosystem they represent isn’t moving forward. Here’s what you can do with your practice in the meantime.
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Lessons I’ve Learned About Crypto as an Advisor
Lessons from my personal journey into crypto, and how you can apply them to your own practice.
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The Three Types of Crypto Investors
Advisors should know the different types of clients they’ll encounter who might want to invest in crypto and understand their particular goals and needs.
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Revolution, Macro and Micro: Three Ways to Look at a Bitcoin Investment
Understanding the three main investment theses of bitcoin will help you not only allocate to it for clients but also parse through cryptocurrency news, analysis and commentary...
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Advice You’ve Never Had to Consider Before
When it comes to crypto, you’ll need to be knowledgeable about new, complex topics to be a more useful and valuable advisor to clients.
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Important Conversations to Have About Crypto With Clients
Whether you’re advising on crypto, managing digital asset portfolios or just starting down this journey, the most important part for now will be the new conversations you’ll n...
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Why Are Digital Assets Different?
In the journey to decide if you should even learn about digital assets and then how to make the asset class part of your practice, one of the first questions you might ask is...
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Why Crypto Is the Next Big Trend in Financial Planning
If the robo-advising trend taught advisers anything, it's that millennial and Gen X investors will invest how they want. And right now, they want crypto.
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