Vertex Planning Partners, LLC Employee Directory

Q: What is Vertex Planning Partners, LLC known for?

Vertex Planning Partners, LLC was founded in 2016. Vertex Planning Partners, LLC operates in the Financial Services industry.

Financial ServicesIllinois, United States11-50 Employees

Vertex Planning Partners is an innovative collective of full service wealth advisors. Our specialists encompass all areas of wealth management, and our collaborative approach ensures our clientele benefit from the combined knowledge and experience of the entire team. 

Our mission is to enrich the lives of a select group of successful clientele by guiding them toward the attainment of their most cherished financial goals. To pursue this, we assist each client in the crafting of a concise, comprehensive roadmap that is tailored to their unique situation; a roadmap that seeks to protect their family from the unforeseen, builds wealth for the future, and perpetuates their success in the form of meaningful legacies. 

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Vertex Planning Partners, LLC, a registered investment advisor. Vertex Planning Partners, LLC is a separate entity from LPL Financial.

Find Vertex Planning Partners, LLC employees' phone numbers or email addresses

Vertex Planning Partners, LLC Global Highlights

North America
25

United States Of America
25

Vertex Planning Partners, LLC's Leadership

M. B.
Managing Partner
Mobile Phone
Email
I. Y.
Wealth Strategist
Mobile Phone
Email
J. D.
Private Wealth Advisor
Mobile Phone
Email

Contact profiles from Vertex Planning Partners, LLC

Name

Title

Contact Info

Location

Last Update

M. B.
Managing Partner
Mobile Phone
Email
UNITED STATES
Aug 19, 2025
I. Y.
Wealth Strategist
Mobile Phone
Email
United States
Nov 12, 2025
J. D.
Private Wealth Advisor
Mobile Phone
Email
Nov 11, 2025

Frequently Asked Questions

What is Vertex Planning Partners, LLC known for?

Vertex Planning Partners, LLC was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 3000 Woodcreek Drive, Suite 100. Explore Vertex Planning Partners, LLC's company overview page for more information.

What is Vertex Planning Partners, LLC's most common email format?

Vertex Planning Partners, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Vertex Planning Partners, LLC email formats with LeadIQ.

How many employees does Vertex Planning Partners, LLC have currently?

Vertex Planning Partners, LLC has approximately 20 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Vertex Planning Partners, LLC's key employees and leadership?

As of December 2025, Vertex Planning Partners, LLC's key employees include:

Managing Partner: M. B.
Wealth Strategist: I. Y.
Private Wealth Advisor: J. D.

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