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Crypto Investing 2021: Financial Advisor Education

Financial Advisor Crypto Education 2021

Wall Street is embracing crypto. As the digital asset ecosystem grows past a $1 trillion market capitalization, the crypto ecosystem is garnering more recognition, validation, and investment than ever before. The world is realizing the true value behind digital finance as both an asset class and a means of transaction, and as this revelation occurs, it is imperative for financial advisors to be educated and well-versed about this technology to support their clients’ ever-growing investing needs. 

As this global financial shift develops, financial advisors must prepare to embrace the exponential pace of innovation that the fintech industry is experiencing, especially as blockchain technology and cryptocurrencies are shaping up to be the best solution for the needs of individuals, banks, and institutions in an increasingly digital post-pandemic world. Not only do cryptocurrencies offer a solution for an increasingly digital marketplace, but they also enable the world to transact instantly, cutting out the risk of third-party interference and empowering a new age of globalization.

Sarson Funds exists to bridge the gap between traditional finance and crypto. We are a cryptocurrency education and investment firm focused on bringing Wall Street standards for research, risk management and transparency to digital asset investing. Thus, we aim to make the crypto ecosystem more digestible and welcoming to the traditional financial community, from financial advisors to institutional investors. 

To help you and your clients along in your digital asset discovery, we have compiled a series of introductory educational content to provide financial advisors an easier path toward the future of finance. Below, discover the five questions you need to know to best serve the crypto investment needs of your clients, a comprehensive guide on how to buy Bitcoin, and our very own Cryptocurrency 101 guide. With these, we hope to be your trusted source for crypto education and investing needs. For more educational content, please visit and our YouTube page, here.

Investing in Crypto: Five Questions to Ask Your Financial Advisor

Crypto Basics: How to Buy Bitcoin

Cryptocurrency 101 Guide

By Liam McDonald

Disclosures: Not investment advice. It should be assumed that Sarson Funds or its affiliated managers hold positions in all projects that are discussed. It is not possible to invest in any project directly through Sarson Funds, Inc. or its affiliated managers. Any investment product offered by managers affiliated with Sarson Funds should be assumed to be only available to Accredited Investors and subject to the individual terms and conditions of that offering including but not limited to those eligibility requirements associated with U.S. Securities Regulation D, section 506c. Talk with your financial advisor before making any investment decisions or have them contact Sarson Funds directly at


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