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Design. Retire. Live.

We’re Vertex Capital Advisors
Empowering You to Build a Future You Can Count On

Get to Know Us

Dedicated to Elevating Your Expectations

Based in Fort Mill, South Carolina, we’re a firm motivated by the opportunity to better the lives of our clients through objective, straightforward financial planning and our community through educational and informative workshops.

We offer retirement planning/income strategies focused on your goals in building, preserving and passing down your wealth. Our passion lies with developing a financial plan that you can count on for years to come. There’s no better time to get started than by:

Discovering

Get started by scheduling a meeting with us to discover what your ideal retirement looks like.

Evaluating

Utilizing our Retirement Income Design Experience®, we’ll develop an understanding of your current financial situation and determine your unique retirement needs.

Implementing

Together, we’ll create a personalized strategy to help you reach your goals for the road ahead.

Rooted in Who We Are & the Work We Provide

We’re focused on building genuine relationships with both you and your family as we work together to understand your interests and aspirations. As a team that is passionate about people, we’re excited to get to work with you.

You can get started online with a free portfolio analysis from Riskalyze to identify any questions or concerns you may want to address.

Let's Get Started