Why Choose Vertex®?

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 the key ingredient in our ability to deliver objective, unbiased recommendations. Further, our independence to evaluate & choose strategic partners, such as TD Ameritrade, AlphaStar Capital, numerous insurance providers, tax advisors, & estate planners provides our clients further resources to enhance their 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 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 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.

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Investment Advisory Services offered through AlphaStar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar Capital Management, LLC and Vertex Capital Advisors, LLC are independent entities. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. 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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