Meet the Vertex Team
Michael H. Baker, CIMA®, CFP®, RICP®, RMA℠
Manager, Founding Member
Ross Marynell, CRPC®
Manager, Founding Member
Meet the Vertex Team
Michael H. Baker, CIMA®, CFP®, RICP®, RMA℠
Manager, Founding Member
Ross Marynell, CRPC®
Manager, Founding Member
Meet the Vertex Team
Michael H. Baker, CIMA®, CFP®, RICP®, RMA℠
Manager, Founding Member
Ross Marynell, CRPC®
Manager, Founding Member
The Vertex Values
When working with Vertex Capital Advisors, you’ll quickly find that our passion for people is what sets us apart from other firms. At our core, we value families and strive to provide a deeper meaning to your wealth as both an individual and a member of something worth cherishing. While our services for each client may vary, the intention behind what we do reflects the following values:
Education
We want to provide as much information necessary in order to help you make impactful decisions.
Dependability
Our mission is to offer solutions that offer you peace of mind. There is no dress rehearsal for your retirement years.
Honesty
We enjoy taking on the role of your trusted advisor and offering honest, real suggestions that are ultimately beneficial to your well-being.
Service
Whether you’re experiencing a transitional moment or milestone, we look forward to simplifying the complexities so you can focus on what matters.
The Vertex Values
When working with Vertex Capital Advisors, you’ll quickly find that our passion for people is what sets us apart from other firms. At our core, we value families and strive to provide a deeper meaning to your wealth as both an individual and a member of something worth cherishing. While our services for each client may vary, the intention behind what we do reflects the following values:
Education
We want to provide as much information necessary in order to help you make impactful decisions.
Dependability
Our mission is to offer solutions that offer you peace of mind. There is no dress rehearsal for your retirement years.
Honesty
We enjoy taking on the role of your trusted advisor and offering honest, real suggestions that are ultimately beneficial to your well-being.
Service
Whether you’re experiencing a transitional moment or milestone, we look forward to simplifying the complexities so you can focus on what matters.
The Vertex Values
When working with Vertex Capital Advisors, you’ll quickly find that our passion for people is what sets us apart from other firms. At our core, we value families and strive to provide a deeper meaning to your wealth as both an individual and a member of something worth cherishing. While our services for each client may vary, the intention behind what we do reflects the following values:
Education
We want to provide as much information necessary in order to help you make impactful decisions.
Dependability
Our mission is to offer solutions that offer you peace of mind. There is no dress rehearsal for your retirement years.
Honesty
We enjoy taking on the role of your trusted advisor and offering honest, real suggestions that are ultimately beneficial to your well-being.
Service
Whether you’re experiencing a transitional moment or milestone, we look forward to simplifying the complexities so you can focus on what matters.
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
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
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
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.