Businesses, non-profit organizations, families and individuals count on Vertex Financial Advisors for candid, comprehensive advice. Vertex customized comprehensive financial plans and wealth management solutions are built on focused strategies and collaboration. We listen, research and we solve.
Additionally, our longstanding relationships with top professionals in the insurance, accounting, legal and political realms bring you the expert knowledge that everyone needs and deserves. Our personal approach will earn your trust. And along the way, we make it fun.
Gregory Davis is the president and owner of Vertex Financial Advisors LLC, an independent investment advisory firm based in Elkins Park, PA. Gregory works with business owners, high income individuals and non-profits to implement strategies to create, grow and protect their capital and business interests. Gregory is dedicated to the ERISA plan market and currently provides advice as a 3(21) fiduciary to plan sponsors relying on him to help grow and protect their retirement plans. Gregory also provides fee-only asset management as well as fee-only advice to individuals and businesses.
Gregory has more than 20 years experience as a portfolio manager where he provided clients expertise in investment management, comprehensive financial planning and retirement planning. He founded Vertex Financial Advisors in order to provide his clients with the highest degree of service, trusted independent financial advice and expertise.
When Gregory created Vertex Financial Advisors in 2012, his mission was to help individuals cut through the complexities of managing their personal investments. While most essential financial principles are timeless common sense, it can be a challenge to apply them in a market tangled by hidden fees and conflicts of interest.
Gregory also brings health and welfare benefits broker experience having served as a key producer at NFP/Lincoln Benefits Group for 12 years. Gregory received his B.S. in Commerce and Engineering from Drexel University and also has a Masters in Business Administration (MBA) in Finance from Drexel University. He also holds Series 7, 63 and 65 licenses.
No matter the asset size or sophistication of our clients, Vertex Financial Advisors holds firmly to three major principles:
Correctly predicting market movements or selecting a winning equity certainly involves some degree of risk. But risk favors the prepared mind. In the long run, we believe detailed and diligent research will generate superior outcomes. The advisors of Vertex have made a life long commitment to continuing education and we pride ourselves on educating our clients by presenting complex financial and risk management concepts in a manner that can be easily grasped by our clients.
Understanding client goals, time horizons and risk tolerance is imperative to maximizing returns. With these factors in mind, we adhere to a strict discipline of developing an Investment Policy Statement for our individual investment advisory and group retirement plan clients. For our comprehensive financial planning clients, we develop an Implementation Schedule which provides specific tasks to complete to successfully implement your plan.
We recognize that achieving results for our clients is important, but, performance by itself is insufficient without regular communication, a full understanding of our clients’ goals, and sharing our guidance. Establishing a personal relationship with our clients is a critical element to obtaining the desired results.