A complete list of active advisors currently associated with Vertex Financial Advisors LLC
Warmer can help you find a great advisor at Vertex Financial Advisors LLC or one who fits your needs even better.
Vertex Financial Advisors serves individuals (including high-net-worth clients) as well as business entities, trusts, estates, charitable organizations, municipalities and qualified retirement plans. The firm provides investment management on both discretionary and non‑discretionary bases, financial planning, retirement planning, and qualified plan consulting. The adviser emphasizes a customized, asset‑allocation driven approach using strategic portfolio construction and a mix of technical, fundamental, cyclical, quantitative and qualitative analysis, with financial planning provided as part of its investment management services. As of the FYE2025 filing the bulk of assets are managed non‑discretionarily ($22,103,575 non‑discretionary vs $141,972 discretionary), and Vertex monitors and rebalances client portfolios on an ongoing basis. Compared with many solo independent advisers, Vertex offers institutional‑style services including qualified plan consulting, participant‑level and plan‑level advice, performance monitoring, and plan‑specific educational meetings and seminars, and the brochure notes it may serve as an ERISA fiduciary under Section 3(21) and/or 3(38). The firm also directs readers to its Form ADV Part 2B for information about any other business activities or affiliations, which can be relevant when evaluating additional services beyond typical retail portfolio management.
To learn more about the advisors currently working at Vertex Financial Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Elkins Park, PA
| 27
|
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