We take the time to understand what’s important to you.
At Vertex Capital Planning, our commitment is to treat our clients as family, ensuring they can face the future with foresight and peace of mind. Whether you are entering retirement, managing a successful company, or excelling in your corporate career, we think ahead for you—building and preserving your wealth so you can live with purpose and security.
WHO WE SERVE
NEARING RETIREMENT
PROFESSIONALS
BUSINESS OWNERS
We're top ranked by Forbes
The criteria include revenue trends, assets under management, compliance records, industry experience, and adherence to the industry best practices. With a minimum of seven years of experience required for consideration, these accolades affirm Brady’s dedication and exceptional service in the financial industry. Out of over 35,000 nominees nationwide, Brady was recognized as aTop 40 Financial Security Advisor in Minnesota, underscoring his commitment to his clients' financial well-being. Brady was also recognized by Forbes as one of the best-in-state wealth advisors.
Forbes "Best-in-State Wealth Advisors" list (April 2025), research and ranking provided by Shook Research, LLC. Based upon data as of 6/30/24. Forbes Best-in-State Top Financial Security Professionals list (July 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Forbes “Top Next-Generation Wealth Advisors” list, (August 2024). Research & ranking developed by Shook Research, LLC. Based upon data as of 3/31/2024. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.