Vertical Maven Group

Financial and business coaching is the core service offered by Vertical Maven Group. The firm provides financial advice to individuals and small businesses, with custom strategies tailored to each client's situation. Services include personal financial planning, business financial planning, budgeting, saving, investing, retirement planning, tax planning, and estate planning. For businesses, planning addresses costs and income alongside areas such as payroll, workforce training, marketing, inventory, and research and development. The firm develops financial roadmaps, offers ongoing coaching or consulting, and provides tools and education focused on long-term financial health. Its approach also includes staying tax compliant and paying the least amount of taxes possible within the planning process. Vertical Maven Group serves clients and community partners in Philadelphia.