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Vertex Financial Advisors, LLC

EST. AUM
$22,245,547

CONTACTS

CLIENT ACCOUNTS
203

Firm Details

Metro area Philadelphia
CRD Number 300421
Website vertexpa.com
Client types

Overview

Vertex Financial Advisors, LLC is an independent, fee-only fiduciary Registered Investment Adviser serving individuals, business owners, nonprofits, and employer-sponsored retirement plans. The firm provides comprehensive financial planning, discretionary investment management, retirement planning, and ERISA fiduciary consulting. Vertex emphasizes unbiased advice by operating without product sales or commissions, delivering customized investment strategies aligned with each client's financial goals and risk tolerance. The firm's planning process includes retirement projections, asset allocation, tax optimization, risk management, and ongoing portfolio monitoring to help clients build and preserve long-term wealth.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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