Learn how to Invest in Bitcoin and Cryptocurrencies with a licensed Financial Advisor

Whether you know very little or are close to making a decision, we can guide you to the right conclusion.

  • What is Crypto?

    Understand what cryptocurrencies are, what makes Bitcoin special

  • Traditional Investing

    What are traditional investment options like securities, ETFs, stocks and bonds

  • Crypto-based Securities

    Understand this newest way to invest in crypto, with SEC-monitored products

  • Diversified Portfolio

    How to strategically combine traditional and crypto-based investing

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Why work with LUNA?

We have a combined 30+ years serving clients with traditional products and services.

We are one of very few financial advisors informed and capable of guiding cryto-based investments.

Why LUNA?

  • Traditional Experience

    30+ years helping individuals with insurance and investment needs

  • Piece of Mind

    Invest in Bitcoin the same way you invest in stocks and bonds. Traditional accounts, not risky wallets

  • Crypto Experience

    We have personally been researching and investing in cryptocurrencies for 4 years, and are so excited to be able to now work with clients

  • Our View

    We see long-term opportunities beyond the hype. As your goals change, we can adjust the role bitcoin and crypto should play.

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