Vertex Planning Partners, LLC
Financial ServicesView the employees at
Vertex Planning Partners, LLC-
Sean Baloun, CFA Portfolio Manager
-
Chicago, Illinois, United States
-
Rising Star
Tammy Billadeau, CFP®, CDFA®, AAMS® Director Of Financial Planning at Vertex Planning Partners, LLC-
Downers Grove, Illinois, United States
-
Top 10%
Scott Sandee, CEPA, CFP®, CIMA®, CPWA® Managing Partner at Vertex Planning Partners, LLC-
Chicago, Illinois, United States
-
Top 5%
Peter M. Babilla CFP® CRPS® Sr. Wealth Consultant at Vertex Planning Partners, LLC-
Downers Grove, Illinois, United States
-
Top 1%
Overview
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. For a list of states in which Vertex Planning Partners is registered to do business, please visit http://www.vertexpartners.com. 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. For a list of states in which I am registered to conduct securities business, visit my website at: vertexpartners.com Investment advice offered through Vertex Planning Partners, LLC, a registered investment advisor. Vertex Planning Partners, LLC is a separate entity from LPL Financial.
-