The roots of Vertex Planning Partners can be traced back more than 20 years to the partnership of Brad Schaffnit and Michael Bellis with their fathers. After growing up in the family business, they both chose to pursue financial planning as their profession, and it was through this initial partnership where the cornerstones of integrity and trust were laid as a foundation for personal and professional growth.

With the addition of Greg Benner in 2016, a shared set of values and a commitment to building a first class advisory firm united the three successful and client-oriented practices into what is now Vertex Planning Partners. With over 20 years of experience and $400 million of entrusted client assets, providing holistic generational planning in a collaborative environment is not just a profession for the team at Vertex Planning Partners – it is their DNA.

In the long run, it’s still about your goals, values and needs. Everyone’s situation is different, and a truly successful financial strategy has to start with trust in our relationship. We strive to be the CFO of our client’s financial lives by leveraging our relationship with the expertise and experience of our team to develop comprehensive solutions that enable you to experience the joy of pursuing success – as you define it.