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About

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Services

P: (704) 556-1388
F: (919) 869-2460

127 Ben Casey Dr. Suite 104
Fort Mill, SC 29708

© 2025 Vertex Capital Advisors, All rights reserved

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VERTEX

Investment advisory and financial planning services offered through Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Vertex Capital Advisors. Vertex Capital Advisors is a separate and unaffiliated entity from Advisory Alpha, LLC. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.

About

Process

Services

P: (704) 556-1388
F: (919) 869-2460

127 Ben Casey Dr. Suite 104
Fort Mill, SC 29708

© 2025 Vertex Capital Advisors, All rights reserved

Designed by Slices.Design

Disclosures

Access ADV & Form CRS

Privacy Policy

VERTEX

Investment advisory and financial planning services offered through Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Vertex Capital Advisors. Vertex Capital Advisors is a separate and unaffiliated entity from Advisory Alpha, LLC. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.

About

Process

Services

P: (704) 556-1388
F: (919) 869-2460

127 Ben Casey Dr. Suite 104
Fort Mill, SC 29708

© 2025 Vertex Capital Advisors, All rights reserved

Designed by Slices.Design

Disclosures

Access ADV & Form CRS

Privacy Policy

VERTEX

Investment advisory and financial planning services offered through Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Vertex Capital Advisors. Vertex Capital Advisors is a separate and unaffiliated entity from Advisory Alpha, LLC. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.