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Edward Bamberg — Bitcoin & Digital Asset Financial Advisor

Last updated November 3, 2025

Managing Partner

AIF®CBDA℠CFP®ChFC®
Vero Beach, FL

About Edward Bamberg

Edward Bamberg works as a financial advisor in Vero Beach, FL, helping clients navigate both conventional investments and Bitcoin related strategies.

Investors often seek clarity on how digital assets like Bitcoin interact with conventional wealth management approaches.

Edward Bamberg is the Managing Partner at Integrity Retirement Advisors in Vero Beach, Florida. With nearly three decades of experience in financial services, Edward has developed a deep expertise in comprehensive retirement and investment planning for individuals and families. His commitment to client success is underscored by his credentials, including the Accredited Investment Fiduciary (AIF®), Certified Financial Planner (CFP®), and Chartered Financial Consultant (ChFC®) designations.

Prior to founding Integrity Retirement Advisors, Edward served as a vice president at Merrill Lynch, where he honed his skills in wealth management and client relations. His extensive background enables him to offer tailored strategies that align with his clients' financial goals and aspirations.

In addition to his professional accomplishments, Edward is passionate about fostering lasting relationships with his clients and guiding them through the complexities of financial planning. Outside of work, he enjoys spending time with his family and engaging in community activities that enrich the lives of those around him.

Areas of Focus

Professionals featured here generally offer both traditional wealth management services and Bitcoin aware advisory support. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

Financial advisors with Bitcoin expertise can help integrate digital asset planning with traditional investment and retirement strategies. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

AIF®CBDA℠CFP®ChFC®

Why You Can Trust Edward

Verified credentials and professional qualifications

Professional Credentials
AIF®CBDA℠CFP®ChFC®

Licensed and certified to provide financial advisory services

Years of Experience

8+ 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 Vero Beach, FL and surrounding areas

Firm Affiliation

Integrity Retirement Advisors

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

Verify Edward's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

2693807

Important: Always independently verify an advisor's credentials, registration status, and disciplinary history before engaging their services. The link above connects directly to the official SEC Investment Adviser Public Disclosure database.

Questions to Ask This Advisor

Important questions to discuss with Edward Bamberg 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: Edward Bamberg 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.