A complete list of active advisors currently associated with Vertex Partners

Warmer can help you find a great advisor at Vertex Partners or one who fits your needs even better.

Vertex Partners provides advisory services to a range of clients — individuals (including both non-high-net-worth and high-net-worth clients), trusts, estates, retirement plans and charitable and corporate entities — through financial planning, investment and wealth management, consulting, and retirement plan consulting. The firm also sponsors and manages a wrap fee program and implements strategies for held-away assets such as variable life/annuity contracts and employer-sponsored retirement plans. The firm’s investment process emphasizes asset allocation, diversification and behavioral finance, and it uses a mix of active and passive model portfolios implemented via mutual funds, ETFs, separately managed accounts and Independent Managers. Vertex Partners accesses third‑party manager platforms (including LPL Manager Access Select, Vestmark, Vise and AQR Flex SMAs), uses direct indexing and tax‑aware overlays such as tax‑loss harvesting, and may employ margin or portfolio margin in certain AQR strategies. A notable feature of the firm is its affiliation with an accounting practice (Vertex Accounting Partners, LLC), where certain supervised persons are owners and may offer accounting/CPA services that can be coordinated with advisory recommendations, a relationship the brochure discloses as a potential conflict of interest. The firm also discloses relationships with LPL and custodians that provide technology, practice support and financing (including forgivable loans to certain supervised persons), and it may receive subadvisory or platform fees from Independent Managers — arrangements that can influence implementation choices and are addressed in its disclosures.

To learn more about the advisors currently working at Vertex Partners, 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.