FELLOW TRAVELERS - Key Persons

Gregory works with business owners, individuals and non-profits to implement strategies to create, grow and protect their assets. Gregory provides fee-only asset management services as well as fee-only advice to individuals and businesses. Gregory has more than 20 years experience as a portfolio manager providing clients with his expertise in investment management, comprehensive financial planning and retirement planning. When Gregory created Vertex Financial Advisors, his primary mission was to help individuals cut through the complexities of managing their personal investments. While most essential financial principles are timeless common sense, it can be a challenge to apply them in a market tangled by hidden fees and conflicts of interest. Gregory received his B.S. in Commerce and Engineering from Drexel University and also has a Masters in Business Administration (MBA) in Finance from Drexel University.

Matt primarily works with business owners (and the self employed) and provides fee only financial advice. Matt specializes in planning around business structure, human capital / employee benefits, tax structure, government loan programs, and administrative processes. He will not help you "beat the market" or get fantastic investment returns. There's more gain through tax efficiency, deciding to buy a house vs investing in the stock market, or deploying shareholder basis / retained earnings at opportune moments then "beating the market". Investing in the stock market is easy "If you don't know who you are, the markets are a very expensive place to find out."