Vertex Financial, Inc. is an independent financial services and wealth management firm based in Austin, Texas. The company focuses on providing comprehensive, client-centric financial planning, including investment management, retirement planning, insurance solutions, and estate planning. Their mission is to help clients pursue their financial goals through a personalized and thorough planning process. Vertex Financial, Inc. operates as an independent firm, with its securities and advisory services offered through LPL Financial, a registered investment advisor and broker-dealer.

Founded in

United States