Financial Planning

Looking for a Financial Advisor Cryptocurrency Specialist?

By  Brian Thorp

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Do you own Bitcoin, Ethereum or NFTs? A financial advisor specializing in cryptocurrencies and non-fungible tokens can help you make smarter money moves with these digital assets. You’ll likely find dozens of financial advisors in your community well-suited to help you reach your money goals with a personalized plan. But it may be more difficult to find a financial advisor comfortable working with people who invest in cryptocurrencies.

Fortunately, many financial advisors offer virtual services so you can meet online no matter where you (or they) live. Which means you can choose to hire a financial advisor who lives hundreds of miles away if you decide their knowledge about cryptocurrencies could help you achieve better investing outcomes.


👨‍💻 Smart Money Insights for Cryptocurrency Investors

This page is organized into sections to help you quickly find the information you need and get answers to your questions:

  1. Q&A with Financial Advisors Specializing in Cryptocurrencies
  2. Get Answers to Your Cryptocurrency & NFT Questions
  3. Browse Related Articles

– Financial Advisors Specializing in Cryptocurrency –

Three Questions with Ryan Firth

We asked Houston-based financial advisor and cryptocurrency specialist Ryan Firth to answer three questions we often hear from cryptocurrency investors.

Q: What do you suggest investors consider if they are brand new to investing in cryptocurrencies?

Ryan: Do your research and due diligence before jumping in: learn the basics of blockchain and cryptocurrencies. Start slowly (don’t invest more than you’re comfortable losing) and buy small amounts over time (the concept of dollar cost averaging). Cryptocurrencies can have very wide price swings compared to publicly traded stocks, so brace yourself for volatility.

Q: What questions should crypto investors ask a financial advisor?

Ryan: What is your view on cryptocurrencies? Do you think cryptocurrencies should be a part of my portfolio? If so, what percentage? If not, why do you think I shouldn’t invest in cryptocurrencies? Do you invest in cryptocurrencies yourself? If so, which one(s)? How do you decide which projects to invest in? How long have you been following this space? How do you keep abreast of what’s happening in the cryptosphere?

Q: Why should investors interested in cryptocurrencies consider working with an advisor who specializes in this area?

Ryan: A vast majority of advisors, myself included, would probably not suggest to their clients that they invest–or speculate, depending on your perspective–in cryptocurrencies. That said, as long as an investor is going in with his or her eyes wide open and understands the risks, then it’s important to work with a professional who can help him or her identify potential issues and pitfalls. Two of the more important traps regarding cryptocurrencies are tax reporting obligations and custody. A financial advisor who understands the nuances of cryptocurrencies can help clients make informed decisions about whether or not this nascent asset class fits into their portfolio, and how it might ultimately help or hinder them from achieving their financial goals.

Get to Know Ryan:

Ryan Firth

Mercer Street Company

Bellaire, Texas

Think of us as your personal financial Sherpa on your life’s journey.

Bellaire, Texas

Think of us as your personal financial Sherpa on your life’s journey.

Areas of Focus

  • Alternative Investments
  • Family and Money
  • Financial Life Planning
  • International and Cross-border Planning
  • Owning a Business

View Ryan’s profile page on Wealthtender or visit his website to learn more.

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🙋‍♀️ Have Questions About Cryptocurrencies & NFTs?




About the Author
Brian Thorp, Founder and CEO of Wealthtender profile picture

Brian Thorp

Founder and CEO, Wealthtender

Brian and his wife live in Texas, enjoying the diversity of Houston and the vibrancy of Austin.

With over 25 years in the financial services industry, Brian is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress.

Connect with Brian on LinkedIn

Disclaimer: The information in this article is not intended to encourage any lifestyle changes without careful consideration and consultation with a qualified professional. This article is for reference purposes only, is generic in nature, is not intended as individual advice and is not financial or legal advice.

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