Vesta FinancialCare
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$34,171,111
Clients
25
Advisors
1
of 1 employees
About
Vesta FinancialCare provides personalized investment management and advisory services to individuals, trusts, estates and charitable organizations, and also offers daily money management and planning and analysis services. The firm manages roughly $34 million for a small client base and operates as a division of a corporate financial management firm that also provides CFO services to nonprofit and for‑profit entities.
The firm applies a fiduciary-oriented, asset-allocation approach supported by web-based fiduciary analytics and quantitative due‑diligence screens, emphasizing low‑cost, primarily index mutual funds (favoring Vanguard), diversification, and periodic rebalancing. It generally maintains passive, long‑term allocations while supplementing portfolios with specific fixed‑income securities for laddering and cash needs, and it manages both discretionary and non‑discretionary accounts.
Distinctive for a solo independent adviser, Vesta works with charitable institutions, foundations and endowments in addition to individual clients, reflecting its broader institutional and CFO advisory background. The firm typically charges an annualized retainer or fixed fees and offers setup and hourly planning engagements rather than relying on a percentage‑of‑assets fee model, and it keeps a small, closely managed client roster.
Client services
Expertise
Fee options
Setup Service one-time fee typically ranges between $1,000 and $2,500; Stand-alone financial plan fee typically ranges between $3,000 and $5,000
$200 per hour
Minimum fee: Annual retainer fee typically ranges between $4,000 and $12,000 annually ($1,000 to $3,000 quarterly) Fee-only: Fixed annual retainer fees and hourly fees
Main office
1735 Market Street, Suite A 419
Philadelphia PA 19103-7588
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Mit Management Group, Inc. · Vesta Financialcare
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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