Vertex Philosophy

The philosophy of the Vertex Partners is simple: to bring the right people together in a collaborative effort to deliver a plan that will help our clients experience the futures they desire. We believe in making a meaningful difference in the lives of our clients, their families and their businesses.

Securities offered through LPL Financial, memberĀ FINRA/SIPC. Investment advice offered through HighPoint Advisor Group, LLC, a registered investment advisor. Vertex Planning Partners, LLC and HighPoint Advisor Group are separate entities from LPL Financial.

Vertex Accounting Partners, LLC is not affiliated nor endorsed by LPL Financial.