Financial solutions that specialize in your unique pain points.
Partnering with physicians to build impactful financial plans since 2018.
CERTIFICATIONS &
ASSOCIATIONS
CERTIFICATIONS &
ASSOCIATIONS
Wealth That Matters®
As someone who spends their life helping others live theirs to the fullest, you know the value of your time, health, and where you spend your resources. At Vestia, our mission is to help you leverage your wealth to balance a future you’re excited about with a life worth living today. In other words, we’re helping you create Wealth That Matters™ through our financial planning services.
Who We Serve
Our clients are specialized physicians who want to make the most of their wealth – but don’t have the time or desire to manage it on their own. They’re looking for a partner who can walk alongside them for all of their financial questions, and they know they need an expert in their unique profession.
At Vestia, we have 150+ combined years of experience partnering with doctors and their families to help unlock their wealth potential. We aim to help our 500+ client households live free from financial worry and make empowered financial decisions that move them toward a life they love.
HEAR FROM OUR CLIENTS
"Awesome to work with! Not only did they get me motivated to save they have kept me on track to early retirement. I would never had been disciplined enough or on top of the markets to weather the financial situation the last few years without their guidance."
HEAR FROM OUR CLIENTS
“I have been with the Vestia team since they first started. The team has been fantastic in every way. Not only have we been very successful financially, but their assistance in all areas of financial wellness including insurance, disability, estate planning, and tax issues has been great. They are professional, organized, and timely with all communications. I have recommended Vestia to many of my colleagues.”
HEAR FROM OUR CLIENTS
“Working with Vestia is not like working with a company, its like working with a family. A family that will be with you your whole life and has your back. We wouldn't be where we are today without Vestia.”
HEAR FROM OUR CLIENTS
“I have worked with Vestia since my first year in practice. The principles in investment strategy and understanding tax advantages has left me a place now more than a decade in far ahead of my original goals. More recently, as I have found myself with a bit more discretional income, they have put me into private placement investments that many of my colleagues do not have access to. Most importantly, my advisor has become a friend and has only gained more of my trust throughout the years.”
HEAR FROM OUR CLIENTS
“I've thoroughly enjoyed working with the team at Vestia. They are readily available to answer questions and guide me through some tough financial decisions. They approach my questions and directions with an open mind and demonstrate an interest in working towards an outcome that meets my and my family's desires with an open mind, without any judgement. I consider them some of my most trusted partners.”
HEAR FROM OUR CLIENTS
“My wife and I have been fortunate to have the pleasure in working with Vestia since its inception. The family-like relationships we have developed have been the real difference. In addition to having all the financial expertise that one would expect/need in a financial advisor, the team really takes its time to understand our family dynamics/needs/goals not only from a financial perspective but an overall “happiness” perspective which is truly refreshing. ”
HEAR FROM OUR CLIENTS
“Working with the Vestia team has been an absolute blast and has far exceeded my expectations. I was skeptical that any financial professional would be as vested in my wellbeing and financial health as I am. The team proved me wrong. They are focused, invested, knowledgeable, and responsive when it comes to your finances. The advice and empowerment that I have received is amazing.”
HEAR FROM OUR CLIENTS
This team is amazing! We have used them for years and they have even advised me and navigated me through a divorce. They are always so responsive!”
HEAR FROM OUR CLIENTS
"The team works as a cohesive unit and always answers questions or requests promptly. Their expertise is impressive and has given us great confidence in our financial future plan. Our advisor has gained our trust and we consider him a friend as well. We would highly recommend working with Vestia.”
HEAR FROM OUR CLIENTS
"It has been a great experience. I strongly recommend them to other physicians.”
This testimonial was provided by a current client of Vestia Wealth Advisors. Vestia does not compensate, directly or indirectly, for such testimonials. These may represent a conflict of interest as Vestia may indirectly benefit from such testimonials.
WITH CLIENTS IN THESE HOSPITALS AND BEYOND
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Why Work with a Physician Specialized Financial Advisor
You would never recommend a patient go to their family practice doctor for open heart surgery. Sometimes, you need a specialist. Learn more about how our focus on physicians could mean a more holistic experience for you.
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