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You may not realize this, but you made yourself a promise long ago.
You promised that you would work hard and save so that you can
one day retire on your terms. We want to help you keep that promise.

DESIGN . RETIRE . LIVE

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Targeted conversations designed to frame your financial
goals and develop an actionable plan for retirement.

RETIREMENT INCOME DESIGN EXPERIENCE

Vertex Capital Advisors, LLC is a comprehensive financial planning firm specializing in retirement income design concepts and holistic investment management solutions. Our collaborative, team-oriented financial planning process incorporates the diverse talents and specialties of our founding members and our strategic partnerships. Our goal is for our clients to experience retirement on their terms by having a plan and a team they can trust. We pour every ounce of effort we have into our educational development, strategic partnerships, and investment strategies to help our clients meet their retirement lifestyle goals.

We believe in a holistic approach to retirement planning that centers around the goals and desires of our clients. The concepts we share are shaped by our CORE Values: Integrity, Service, Education, Relationships, and Authenticity.

WHY CHOOSE VCA?

We understand there is no shortage of professionals seeking to give financial advice. In fact, we expect our clients to be highly pursued by advisors in our industry. Here are some of the many reasons you can feel confident in choosing Vertex Capital Advisors, LLC.

  • VALUABLE EXPERIENCE

    Because the majority of our clients are retirees and pre-retirees with similar objectives, we specialize in dealing with the unique needs and concerns of people planning their retirement years. When you work with us, you will have access to a team of professionals that include a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Retirement Planning Counselor (CRPC®). As a team, we work collectively on each and every plan we create to design the optimal strategy for our clients.

  • INDEPENDENCE AND OBJECTIVITY

    As an independent firm, we represent our clients rather than any particular company. Working independently is the key ingredient in our ability to deliver objective, unbiased recommendations. Further, our independence to evaluate and choose strategic partners, such as TD Ameritrade, AlphaStar Capital Management, numerous insurance providers, tax advisors, and estate planners provides our clients further resources to enhance their experience.

  • DIVERSE OFFERINGS

    Through our combination of licenses, registrations, and certifications, we are able to work with many types of investments—simple or complex. Our unique process takes a holistic approach to planning that incorporates your insurance, legal, and accounting needs in addition to your investments.

  • FIDUCIARY RESPONSIBILITY

    Vertex Capital Advisors, LLC is not only an independent firm, but we also operate under the fiduciary standard for financial planning. The fiduciary standard is the highest standard in our industry, and it means that we are legally and ethically required to place the interests of our clients above our own.

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Investment Advisory Services offered through AlphaStar Capital Management, LLC., a SEC Registered Investment Advisor. AlphaStar Capital Management, LLC and Vertex Capital Advisors, LLC are independent entities. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. Vertex Capital Advisors, LLC does not offer legal or tax advice.


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