Why Choose Vertex Capital Advisors®?

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.


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.


Working independently is a key ingredient in our ability to deliver objectivity and diligence to our financial recommendations. Further, our independence to evaluate & choose strategic partners, such as TD Ameritrade, Planners Alliance, LLC, Advisory Alpha, and numerous insurance providers, tax advisors, & estate planners provides our clients even more resources to enhance their planning experience.


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 financial planning that incorporates your insurance, legal, and accounting needs in addition
to your investments.


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.

Vertex Capital® Advisors, LLC is a comprehensive financial services firm specializing in retirement income distribution concepts and holistic investment management solutions. Our approach is a collaborative, team-oriented financial planning process that 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 both a plan and a team they can trust. We continuously strive to enhance 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 income 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.

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Investment advisory and financial planning services offered through Planners Alliance, LLC, a SEC Registered Investment Advisor. Subadvisory services are provided by Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Vertex Capital Advisors, LLC. Vertex Capital Advisors, LLC. is a separate and unaffiliated entity from Planners Alliance, LLC and Advisory Alpha, LLC.

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