Vertex Capital Advisors is a financial planning firm based in Charlotte, NC, founded by Michael and Ross—two advisors who pride themselves on providing highly personal, strategic guidance to clients navigating life’s biggest financial turning points. Their clients are often business owners, widows, and individuals approaching retirement who value clarity, trust, and long-term relationships.

When they came to us, Vertex had grown steadily—but their brand hadn’t kept up. Their visual identity felt generic and dated, lacking the focus, personality, and strength that defined how they actually worked with clients.