VERTEX PARTNERS

Our team at Vertex Planning Partners is our greatest asset. Comprising seasoned financial advisors, strategists, and industry experts, we bring a diverse range of experiences and insights to the table. Each team member is dedicated to providing personalized solutions that align with our clients' unique financial journeys... At Vertex Planning Partners, our reputation is built on experience, results, and strong client relationships, specializing in Wealth Management, Estate Planning, Generational Wealth, and Tax Planning & Strategy services.

Also known as: Vertex Accounting Partners, LLC, Vertex Planning Partners, Vertex Planning Partners, LLC

Primary location: Downers Grove United States