Working with a Financial Advisor Who Knows Crypto
The new DACFP Advisor Directory and Yellow Pages can help you get started
Today, blockchain and digital assets have grown up. They are radically different than they were five or 10 years ago, quite frankly, even radically different than just three years ago. It is now incredibly simple and easy and cost effective to add this new emerging asset class into your diversified portfolio. Any financial advisor anywhere should be able to allow you to do this with their help so that they can provide all the services they provide to you for the rest of your portfolio management, rebalancing, diversification, tax, lost harvesting and tax management on an annual basis. There is nothing unique, different or unusual about this asset class than there is about any other thematic asset class available on Wall Street. So any financial advisor who says to you, I can't help you. It's not easy. There's no easy way to do this. They either don't know what they're talking about or they're outright lying to you. On the other hand, there are thousands of financial advisors all across the country that are willing and able to help you, and if you need help finding one of them, just go to the DACFP Advisor Directory.
A List of Financial Advisors Who Know Crypto
That's why I created the advisor directory. It's available to you for free at the DACFP Advisor Directory. These advisors who are in the advisor directory hold their certificate in blockchain and digital assets, and they can help you determine should you add this to your portfolio. And if so, how much of your portfolio should you put in it? And which of the investments that I mentioned earlier are the ones that are right for you. These are financial advisors who work at independent firms and major brokerage firms, even insurance companies all over the country. And the only thing they all have in common is they have obtained their certificate in blockchain and digital assets, demonstrating their proficiency in this subject matter.
Yellow Pages: Let Your Fingers Do the Walking to Find Crypto Investing Options.
And oh, by the way, if you want to manage this all on your own and you're wondering, where can you get that big, long laundry list I just went through? That's also available at DACFP. It's the Yellow Pages and in the Yellow Pages, which is also free for you. It's a listing of all of the investment opportunities all of the companies offering investments that you can consider. So you can go to www.DACFP.com for both the Advisor Directory and the Yellow Pages, all of it available for you for free. Don't let an advisor tell you that they can't help because they can if they want to.