What We Do
Vertical Financial Group is a full-service financial planning and investment management firm highly specialized in all areas
of retirement. Offering multiple office locations across the United States, we provide a convenient and personalized
financial experience for executives, business owners and valued associates nationwide.
Corporate Retirement Plans
For corporations, our team provides comprehensive services to evaluate and establish 401(k) and workplace benefit plans, along with the education and support needed for plan participants to feel confident and in control of their own financial futures.
For individuals, our team is dedicated to applying their extensive experience to providing personalized wealth management and retirement planning. We work to create comprehensive, customized plans to reduce taxes, maximize retirement income and modernize investments for today’s market conditions as well as put a plan in place for the unexpected.
To learn more about Vertical Financial Group, visit click here to read more about our company, or give us a call at
800-639-0644 to schedule a complimentary consultation.