Meet the Vertex® Team and Learn about our Culture
When we began our company, our mission was to work with and guide people through the most important financial stages of their lives. These financial turning points, such as retirement, job changes, relocation, and the addition of children/grandchildren, are reflective times when the need to refocus financial planning strategies is most relevant. We wanted a company name that represented our mission and had a meaning unto itself.
The origin of our name, Vertex, means “turning point.” And our goal is to work along side you as you achieve milestones in your life. We plan to engage you in an open and honest way so that you can discover your true financial values and how you define success. The landscape for financial planning and retirement in our culture is changing, and we have designed a team that is ready to earn your trust, put you first, and partner with you to help you achieve your financial goals.