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Adam Karron — Bitcoin & Digital Asset Financial Advisor

Last updated November 29, 2025

Director of Financial Planning

CWS®CBDA℠
Plantation, FL

Contact Adam Karron

akarron@edelmanfinancialengines.com305-742-7202

About Adam Karron

Adam Karron is a financial advisor based in Plantation, FL. Their work includes traditional wealth management along with Bitcoin focused planning.

Many clients want to understand how Bitcoin fits within a broader financial or retirement plan.

Adam Karron is the Director of Financial Planning at Edelman Financial Engines, bringing over 26 years of experience in the financial services industry. He has a proven track record of helping clients navigate their financial journeys and achieve their goals. Adam specializes in crafting comprehensive financial plans that are tailored to meet the unique needs of each individual client. He is committed to understanding his clients' current situations and developing actionable strategies that guide them toward their desired financial futures.

With a blend of technical expertise and a personalized approach, Adam ensures that his clients receive the attention and support they deserve. His dedication to fostering long-term relationships and providing insightful guidance has earned him the trust of those he serves.

Outside of his professional pursuits, Adam enjoys spending time with his family and engaging in outdoor activities, reflecting his belief in maintaining a balanced and fulfilling life.

Areas of Focus

Financial advisors in this directory typically combine conventional planning expertise with knowledge of Bitcoin and digital asset considerations. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

Working with a Bitcoin knowledgeable advisor can provide clarity on how digital assets fit within your overall wealth strategy. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CWS®CBDA℠

Why You Can Trust Adam

Verified credentials and professional qualifications

Professional Credentials
CWS®CBDA℠

Licensed and certified to provide financial advisory services

Years of Experience

26+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Plantation, FL and surrounding areas

Firm Affiliation

Edelman Financial Engines

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Questions to Ask This Advisor

Important questions to discuss with Adam Karron include: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

Explore other Bitcoin financial advisors and professionals in your area or with similar credentials:

Frequently Asked Questions About Bitcoin Wealth Platform

Bitcoin Wealth Platform is an independent directory, not an advisory firm. We help connect you with Bitcoin aware advisors but do not provide investment advice.

Planning Tools

If you'd like to explore future-value or retirement scenarios before speaking with an advisor, you can use our Bitcoin planning calculators.

Important Disclaimer: Adam Karron is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.