ABOUT VERTICAL ALTERNATIVES
Helping families make confident financial decisions since 1994.
We bring personalized strategy, professional coordination, and a long-term perspective to estate, tax, retirement, protection, and legacy planning.
Since 1994
A family business built around long-term relationships.
WHO WE ARE
A family business built around relationships.
Our roots reach back to 1994, when our family began working in financial services. Today, our founders and leadership team bring more than 50 years of combined experience to the people and businesses we serve.
We believe better planning begins with better relationships. That includes the relationship with each client and the professional relationships that help bring estate, tax, and retirement decisions into one coordinated picture.
OUR CORE VALUES
What guides the way we serve.
Faith
We joyfully and humbly serve Jesus Christ and love people.
Client focus
Every client is unique, and each strategy begins with individual needs.
Long-term thinking
We design for sustainability, resilience, and generational impact.
Family
As a family-owned business, we support strong families and enduring relationships.
A long-term relationship starts with one conversation.
Meet the people behind Vertical Alternatives and share what you want your plan to accomplish.