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.
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Reviewing and Adjusting Investment Portfolios for the Year Ahead
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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

Peter M. Babilla, CFP®, CRPS®
SENIOR WEALTH ADVISOR

Justin J. D'Agostino, CFP®, CRPC®, AIF®
PRIVATE WEALTH ADVISOR
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