PATH℠ Process by Vertex Planning Partners
Your Roadmap to Financial Security with Vertex Planning Partners.
Why PATH℠
Personalized Understanding
We start our partnership by getting to know you, not just your finances. We listen carefully to understand your values, worries, and dreams. This way, we create a bond that's more than just advisor and client – it's a relationship built on trust and mutual understanding. Our focus is on your future and what's important to you, not just your current financial status.
Assessment of Goals & Values
At Vertex, we believe that assessing your goals and values is both an art and a science. It involves a meticulous review of your financial documents and a technical analysis, but it goes much deeper. Our team engages in meaningful conversations, asking insightful questions to understand the emotional and familial aspects that shape your financial decisions.
Team Designed Planning
In today’s multifaceted financial landscape, a collaborative approach is key. Our team, comprised of experts from various fields, works together to bring a wealth of perspectives to your financial plan. We leverage cutting-edge technology to create a concise, written plan that outlines a clear path forward. This plan is not a one-size-fits-all solution; it’s a personalized strategy, meticulously crafted to align with your unique values and goals.
Holistic Strategy
Our holistic strategy is about integrating every aspect of your life into your financial plan. We understand that your financial goals are intertwined with your family, community, spiritual beliefs, and personal aspirations. Our approach ensures that every element of your life is harmonized, transforming your hopes and dreams into a tangible and adaptable life plan. This strategy evolves with you, adapting to life’s changes and ensuring that your financial independence is always within reach.
Recent Articles
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Let’s talk about something that might not sound exciting at first, but can truly transform your business: Standard Operating Procedures, or SOPs. These unsung heroes of the business world are more than just dusty manuals sitting on a shelf. They’re powerful tools that can streamline your operations, boost productivity,...
Monthly Market Update for August: Markets Climb on Fed Expectations and Earnings Growth
The stock market climbed to new all-time highs in August, while bonds also contributed positively to portfolios. This occurred despite continued uncertainty around tariffs, Fed independence, and technology stocks. The month began with U.S. tariffs going into effect against most major trading partners after the initial 90-day pause. A federal...
Types of Insurance Everyone Should Have
Insurance might not be the most exciting topic, but it’s one of the smartest ways to protect yourself and your loved ones from life’s unexpected twists. Whether it’s a sudden illness, an accident, or a major life change, having the right insurance coverage can provide peace of mind and financial...
The Role of Employee Retention in Business Sales
When it comes to selling your business, there’s a crucial factor that often flies under the radar but can make or break a deal: employee retention. Let’s dive into why keeping your key team members on board is so vital during this transition and how it can significantly impact your...
The Dos and Don’ts for Trustees of an Estate
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Meet Our PATH℠ Advisors

Michael D. Bellis, CFP®, CLU®
Managing Partner

Gregory P. Benner, CPWA®, CFP®, CLU®, CHFC®, AIF®, RMA®
Managing Partner

Scott A. Sandee, CFP®, CIMA®, CPWA®, CEPA
Managing Partner

Julie Hupp, CFP®, MBA
Partner
Let's Talk

The Role of Dividends as the Fed Cuts Rates
The late Jack Bogle observed that “successful investing is about owning businesses and reaping the huge rewards provided by the dividends and earnings growth of our nation’s—and, for that matter, the world’s—corporations.” This wisdom is relevant today because the benefit of owning stocks is not just about capturing long-run price...