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Vertex Financial Services

About Us

Businesses, non-profit organizations, families and individuals count on Vertex Financial Advisors for candid, comprehensive advice. Vertex customized comprehensive financial plans, retirement plans and wealth management solutions are built on focused...

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Vertex Financial Advisors, LLC

At Vertex Financial Advisors, we pride ourselves on being independent thinkers. We rely on analysis that incorporates our own research, market knowledge and an environmental scan to develop recommendations that our clients can implement to achieve their financial goals. Having over 20 years in the business means that we have seen soaring bull and demoralizing bear markets, and we understand how to build portfolios that are designed to weather both. While we respond to the ups and downs of the market, we are not reactionary. And, as a Registered Investment Advisor, commissions are not a factor in our portfolio strategies. This commitment to an individualistic and thoughtful approach toward investing has allowed us to build trusted, long-standing relationships with our clients.