A complete list of active advisors currently associated with Vestia Personal Wealth Advisors

Warmer can help you find a great advisor at Vestia Personal Wealth Advisors or one who fits your needs even better.

Vestia Personal Wealth Advisors serves individual and high‑net‑worth clients and also provides consulting to retirement plan sponsors. The firm offers comprehensive financial planning, portfolio management across multiple platforms, business consulting, and periodic educational workshops for clients and other attendees. Its investment approach emphasizes evidence‑based principles (for example, Modern Portfolio Theory and multifactor research) and uses a mix of in‑house discretionary management, third‑party sub‑advisors, and technology‑enabled solutions for different client segments. Vestia also offers access to alternative and private investments through a non‑discretionary Vestia Private Capital platform and uses both institutional platforms and outsourced managers to implement and monitor portfolios. Compared with many peer teams, Vestia operates a larger, multi‑entity structure that includes an affiliated insurance agency and an affiliated brokerage entity, and some supervised persons are registered representatives of an independent broker‑dealer. The firm is involved in sponsoring or facilitating private funds and special purpose vehicles through affiliated entities (including a private fund adviser), offers regular educational seminars, and manages roughly $1.06 billion for nearly 4,000 clients from multiple offices—resulting in a client‑per‑advisor ratio that is higher than typical for firms in its peer group.

To learn more about the advisors currently working at Vestia Personal Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.