Building Wealth, Together.

Vertex specializes in crafting customized retirement income plans that prioritize your financial goals and familys well-being, giving you confidence in your future.

Building Wealth, Together.

Vertex specializes in crafting customized retirement income plans that prioritize your financial goals and familys well-being, giving you confidence in your future.

Building Wealth, Together.

Vertex specializes in crafting customized retirement income plans that prioritize your financial goals and familys well-being, giving you confidence in your future.

As Seen In

As Seen In

As Seen In

who we serve

Our Typical Clients

Widows

We provide compassionate guidance and tailored strategies to help you navigate your new circumstances with confidence.

In & Near Retirement

We work closely with you to create a comprehensive retirement plan that ensures your golden years are fulfilling and worry-free.

Business Owners

From cash flow management to succession planning, we offer tailored advice to help you grow your business and protect your wealth.

who we serve

Our Typical Clients

Widows

We provide compassionate guidance and tailored strategies to help you navigate your new circumstances with confidence.

In & Near Retirement

We work closely with you to create a comprehensive retirement plan that ensures your golden years are fulfilling and worry-free.

Business Owners

From cash flow management to succession planning, we offer tailored advice to help you grow your business and protect your wealth.

who we serve

Our Typical Clients

Widows

We provide compassionate guidance and tailored strategies to help you navigate your new circumstances with confidence.

In & Near Retirement

We work closely with you to create a comprehensive retirement plan that ensures your golden years are fulfilling and worry-free.

Business Owners

From cash flow management to succession planning, we offer tailored advice to help you grow your business and protect your wealth.

how we help

Our Services

At Vertex Capital Advisors, we offer comprehensive financial services tailored to your unique journey, from wealth building and asset preservation to legacy planning. Whether you're near or already enjoying your retirement, we're committed to enhancing your understanding of retirement income planning, easing your concerns, and empowering you to focus on what matters most – living life to the fullest.

how we help

Our Services

At Vertex Capital Advisors, we offer comprehensive financial services tailored to your unique journey, from wealth building and asset preservation to legacy planning. Whether you're near or already enjoying your retirement, we're committed to enhancing your understanding of retirement income planning, easing your concerns, and empowering you to focus on what matters most – living life to the fullest.

how we help

Our Services

At Vertex Capital Advisors, we offer comprehensive financial services tailored to your unique journey, from wealth building and asset preservation to legacy planning. Whether you're near or already enjoying your retirement, we're committed to enhancing your understanding of retirement income planning, easing your concerns, and empowering you to focus on what matters most – living life to the fullest.

Getting started

Working with Vertex is Easy

Visionary Discovery

We start by understanding the full scope of your financial aspirations. This initial deep conversation lays the groundwork for a plan that honors your values and ambitions.

Strategic Alignment

Our income design process is like the elk’s instinctual pathfinding. We align your financial strategy with your goals, and ensure that every step is deliberate and purposeful.

Diligent Stewardship

Through continuous monitoring and regular check-ins, we ensure your financial journey stays on course, adapting to changes and safeguarding your long-term prosperity.

Getting started

Working with Vertex is Easy

Visionary Discovery

We start by understanding the full scope of your financial aspirations. This initial deep conversation lays the groundwork for a plan that honors your values and ambitions.

Strategic Alignment

Our income design process is like the elk’s instinctual pathfinding. We align your financial strategy with your goals, and ensure that every step is deliberate and purposeful.

Diligent Stewardship

Through continuous monitoring and regular check-ins, we ensure your financial journey stays on course, adapting to changes and safeguarding your long-term prosperity.

Getting started

Working with Vertex is Easy

Visionary Discovery

We start by understanding the full scope of your financial aspirations. This initial deep conversation lays the groundwork for a plan that honors your values and ambitions.

Strategic Alignment

Our income design process is like the elk’s instinctual pathfinding. We align your financial strategy with your goals, and ensure that every step is deliberate and purposeful.

Diligent Stewardship

Through continuous monitoring and regular check-ins, we ensure your financial journey stays on course, adapting to changes and safeguarding your long-term prosperity.

about us

Meet Vertex

At Vertex Capital Advisors, we are more than just financial advisors; we are your dedicated partners in financial success. Based in Fort Mill, SC, our team combines extensive expertise with a passion for education, ensuring you understand every aspect of your financial journey. We go beyond traditional advising, acting as your educators, strategists, and steadfast allies in pursuit of your financial goals and dreams.

about us

Meet Vertex

At Vertex Capital Advisors, we are more than just financial advisors; we are your dedicated partners in financial success. Based in Fort Mill, SC, our team combines extensive expertise with a passion for education, ensuring you understand every aspect of your financial journey. We go beyond traditional advising, acting as your educators, strategists, and steadfast allies in pursuit of your financial goals and dreams.

about us

Meet Vertex

At Vertex Capital Advisors, we are more than just financial advisors; we are your dedicated partners in financial success. Based in Fort Mill, SC, our team combines extensive expertise with a passion for education, ensuring you understand every aspect of your financial journey. We go beyond traditional advising, acting as your educators, strategists, and steadfast allies in pursuit of your financial goals and dreams.

Financial Clarity for Widows: Your Path Forward

Get our complimentary white paper, "A Widow's New Normal: Will I Be Okay?" and take the first step towards understanding and securing your financial future.

Financial Clarity for Widows: Your Path Forward

Get our complimentary white paper, "A Widow's New Normal: Will I Be Okay?" and take the first step towards understanding and securing your financial future.

Financial Clarity for Widows: Your Path Forward

Get our complimentary white paper, "A Widow's New Normal: Will I Be Okay?" and take the first step towards understanding and securing your financial future.

© 2024 Vertex Capital Advisors, All rights reserved

Designed by Slices.Design

VERTEX

Investment advisory and financial planning services offered through Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Vertex Capital Advisors. Vertex Capital Advisors is a separate and unaffiliated entity from Advisory Alpha, LLC. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.

© 2024 Vertex Capital Advisors, All rights reserved

Designed by Slices.Design

VERTEX

Investment advisory and financial planning services offered through Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Vertex Capital Advisors. Vertex Capital Advisors is a separate and unaffiliated entity from Advisory Alpha, LLC. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.

VERTEX

Investment advisory and financial planning services offered through Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Vertex Capital Advisors. Vertex Capital Advisors is a separate and unaffiliated entity from Advisory Alpha, LLC. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.