Vestia Personal Wealth Advisors
Vestia Personal Wealth Advisors is an SEC-registered, physician-specialized RIA serving 500+ client households nationwide with holistic financial planning, investment management, contract negotiation, and tax/insurance/estate services via its Plan For The Present® methodology and three regional offices.
- Company typePrivate
- Founded2018
- HeadquartersFort Wayne, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Vestia Personal Wealth Advisors does
Vestia Personal Wealth Advisors is a privately held, SEC-registered investment advisory firm founded in 2018 and headquartered in Fort Wayne, Indiana, that specializes exclusively in financial planning and wealth management for physicians and their families. The firm serves 500+ client households across the United States through a hub-and-spoke model with regional offices in Fort Wayne, Nashville, and Indianapolis, complemented by nationwide virtual advisory delivery. Its core offering is delivered via the proprietary Plan For The Present® four-step methodology — values exercise, financial planning, risk management, and investment strategy — and is segmented into three practice groups: Doctors & Families, Orthopedic Surgeons, and Women Physicians, with specialized support for practice owners and business owners undergoing transitions.
The firm operates on a fee-based advisory model with investment advisory services offered through Vestia Advisors, LLC and securities distributed through Ausdal Financial Partners, Inc. (FINRA/SIPC). Service scope spans holistic financial planning including contract negotiation (via an in-house negotiation specialist), student loan strategies, retirement planning, investment management, insurance strategy, tax mitigation, and estate planning. Two wholly-owned subsidiaries — Vestia Retirement Plan Consultants and Vestia Insurance, LLC — extend the platform into retirement plan consulting and insurance brokerage, respectively. No proprietary technology platform or AI-driven tooling is disclosed; the firm relies on standard industry tools combined with deep human-advisor expertise, supported by a content ecosystem (blog, podcast, video library) that drives physician lead generation. The team includes seven partners, multiple CFP®, CPWA®, ChFC®, and CDFA® credentialed advisors, and 25+ total staff with 150+ combined years of physician-focused experience.
The business is independently owned with no parent company or private equity backing, and generates revenue from recurring advisory fees tied to client AUM, with client targeting centered on physicians earning $500K-$2M+ and holding portfolios of $1M-$10M+. Distribution is achieved through a mix of referral networks, orthopedic medical conference presence (AAOS, AAHKS, ACFAS), financial education workshops embedded at premier orthopedic training programs, and content-driven digital marketing. The competitive position rests on vertical specialization, a credentialed partner bench, long-tenure client relationships, and embedded distribution into physician career inflection points.
Vestia Personal Wealth Advisors firmographics
Firmographics- Name
- Vestia Personal Wealth Advisors
- Legal name
- Vestia Advisors, LLC
- Website
- https://vestiaadvisors.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Vestia Personal Wealth Advisors is an SEC-registered, physician-specialized RIA serving 500+ client households nationwide with holistic financial planning, investment management, contract negotiation, and tax/insurance/estate services via its Plan For The Present® methodology and three regional offices.
- Ownership category
- akta.pro rank
Vestia Personal Wealth Advisors industry classification
Industry- Product category
- Personal Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where Vestia Personal Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Fort Wayne
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Vestia Personal Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Services: Fee-based investment advisory services offered through SEC registered investment advisor Vestia Advisors, LLC. Securities offered through Ausdal Financial Partners, Inc., member FINRA/SIPC.
- Financial Planning Services: Comprehensive financial planning including contract negotiation, student loan strategies, retirement planning, insurance strategy, employee benefits, tax strategy, and planning for practice owners.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Full-service wealth management for physicians |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels7 records
Vestia Personal Wealth Advisors product offering
Product offeringCore offering
Vestia Personal Wealth Advisors is an SEC-registered investment advisory firm that delivers holistic, fee-based financial planning and wealth management to physicians and their families. Its core deliverables include contract negotiation support, financial planning (cash flow, student loans, benefits), retirement and investment management, tax strategy, insurance solutions, and estate planning, delivered through dedicated practice groups (Doctors & Families, Orthopedic Surgeons, Women Physicians) under its proprietary Plan For The Present® methodology.
Product overview
Vestia Personal Wealth Advisors is a financial advisory firm operating as a single integrated service offering rather than a platform-plus-modules architecture. The core product is physician-specialized financial planning, delivered through the proprietary 'Plan For The Present®' four-step methodology. The firm serves distinct practice group segments — Doctors & Families, Orthopedic Surgeons, and Women Physicians — with tailored financial planning, investment management, contract negotiation, tax strategy, insurance, and estate planning services. Ancillary content resources (Blog, Podcast, Video Library) support client education and lead generation. All services are delivered through human advisors; no AI-powered or technology product is described.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Services Holistic financial planning tailored for physicians, covering cash flow management, student loan repayment, compensation and benefits review, retirement planning, investment management, tax strategy, insurance, and estate planning for individual physicians and their families.
- Investment Management Services Research-driven fee-based investment advisory services for physician households, executed through SEC-registered investment adviser Vestia Advisors, LLC, with securities distributed through Ausdal Financial Partners, Inc. (member FINRA/SIPC).
- Contract Negotiation Services Employment contract negotiation services led by specialist Greg Allen, helping physicians optimize compensation, benefits, and quality-of-life terms in their employment agreements.
- Orthopedic Surgeons Practice Group Specialized financial advisory services for orthopedic surgeons, addressing surgery center buy-ins, tax planning, asset protection, and retirement planning specific to high-income surgical specialists.
- Doctors & Families Practice Group Comprehensive financial advisory services for physicians and their families, covering contract and compensation negotiation, cash flow planning, risk management, insurance, and estate planning.
- Women Physicians Practice Group Financial planning services tailored for women physicians, addressing equal pay, disability insurance (including pregnancy exclusion navigation), investment strategy, and purpose-driven financial planning.
- Vestia Retirement Plan Consultants Retirement plan consulting services for medical practices and professional service firms, delivered through the wholly-owned Vestia Retirement Plan Consultants subsidiary.
- Vestia Insurance, LLC Insurance brokerage services delivered through the wholly-owned Vestia Insurance, LLC subsidiary, supporting clients with disability, life, and other physician-specific insurance needs.
Quantifiable outcome
- 500+ physician households served
- +2 more outcomes
Companies that use Vestia Personal Wealth Advisors
Customer profileNamed customers10 records
Segments4 records
Ideal customer profiles4 records
Vestia Personal Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Vestia Personal Wealth Advisors partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Ausdal Financial Partners, Inc.coreSecurities brokerage partner offering securities through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA 52807, member FINRA/SIPC. This is a required regulatory relationship for securities distribution.
Scale indicators3 records
Recent moves6 records
Expansion highlights6 records
Vestia Personal Wealth Advisors competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key highlights6 records
Customer concentration
Vestia Personal Wealth Advisors social profiles
Digital presenceVestia Personal Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Vestia Personal Wealth Advisors leadership team
Management profileNumber of profiles
Profiles12 records
Vestia Personal Wealth Advisors subsidiaries and ownership
Company hierarchySubsidiaries2 records
Vestia Personal Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Vestia Personal Wealth Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Vestia Personal Wealth Advisors
What does Vestia Personal Wealth Advisors do?
Vestia Personal Wealth Advisors is an SEC-registered investment advisory firm that delivers holistic, fee-based financial planning and wealth management to physicians and their families. Its core deliverables include contract negotiation support, financial planning (cash flow, student loans, benefits), retirement and investment management, tax strategy, insurance solutions, and estate planning, delivered through dedicated practice groups (Doctors & Families, Orthopedic Surgeons, Women Physicians) under its proprietary Plan For The Present® methodology.
Is Vestia Personal Wealth Advisors a public or private company?
Vestia Personal Wealth Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Vestia Personal Wealth Advisors founded?
Vestia Personal Wealth Advisors was founded in 2018. It employs 11 to 50 people.
Where is Vestia Personal Wealth Advisors based?
Vestia Personal Wealth Advisors is headquartered in Fort Wayne, United States, in the North America region.
How does Vestia Personal Wealth Advisors make money?
Two revenue lines are on record. Investment Advisory Services are the primary driver. The others are financial Planning Services.
Does Vestia Personal Wealth Advisors have an API?
No public API is recorded for Vestia Personal Wealth Advisors.
What industry is Vestia Personal Wealth Advisors in?
Vestia Personal Wealth Advisors's product category is Personal Wealth Management. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.