Fort Wayne, IN logo

Fort Wayne, IN Office

Team
Updated today
Vestia Personal Wealth Advisors logo

Vestia Personal Wealth Advisors

Team

Firm-wide stats for Vestia Personal Wealth Advisors

Total advisors

21

Across 7 offices

Clients per advisor

189 Very High

Avg AUM per client

$261,345 Very Low

HNW client ratio

78% Very High

About

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.

Based on Vestia Personal Wealth Advisors

Expertise

Private / alternative investments Business exit / sale strategy Tax-loss harvesting

Based on Vestia Personal Wealth Advisors

Occupation focus

Founder/Business Owner Doctor or Medical Professional Executive

Based on Vestia Personal Wealth Advisors

Location

9121 Illinois Road, Suite 51

Fort Wayne IN 46804

Advisors at this office

11

Advisors at this office

user avatar

Brandon S

Series 66

Fort Wayne, IN

Vestia Personal Wealth Advisors

Brandon Sickmiller is a financial advisor at Vestia Personal Wealth Advisors with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Raymond James Financial Services and F&M Bank. In addition to his advisory role, he is active with FM Investments, where he serves as an associate. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing comprehensive financial planning and portfolio management using evidence-based investment strategies and a combination of discretionary and non-discretionary management solutions.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
user avatar

Nikole M

Series 66

Fort Wayne, IN

Vestia Personal Wealth Advisors

Nikole Middleton is a financial advisor at Vestia Personal Wealth Advisors with seven years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and Lebamoff Law Offices. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting to retirement plan sponsors, offering comprehensive financial planning and portfolio management. The firm employs an evidence-based investment approach and incorporates a mix of discretionary management, third-party sub-advisors, and technology-enabled solutions.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
user avatar

Bradlee Q

Series 65

Fort Wayne, IN

Vestia Personal Wealth Advisors

Bradlee Quick is a financial advisor with Vestia Personal Wealth Advisors in Fort Wayne, IN, holding a Series 65 license and seven years of industry experience. Prior to joining Vestia in 2019, he spent ten years at Zimmer Biomet. Outside of his advisory role, he is involved as a managing member and consultant in multiple investment and entrepreneurial ventures, including overseeing special purpose investment vehicles and consulting on mergers and acquisitions in the medtech sector. He also serves on the board of a nonprofit support group for relatives of addicts and volunteers for a Christian leadership ministry. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and retirement plan sponsors, providing comprehensive financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach using a combination of in-house management, third-party sub-advisors, and technology solutions, and offers access to alternative and private investments through its Vestia Private Capital platform.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
user avatar

Lindsey H

Series 66

Fort Wayne, IN

Vestia Personal Wealth Advisors

Lindsey Hanson is a financial advisor with Vestia Personal Wealth Advisors in Fort Wayne, IN, holding a Series 66 designation and nine years of industry experience. Her work history includes roles at Ausdal Financial Partners, Merrill, and Larson Financial Group. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering comprehensive financial planning, portfolio management, business consulting, and educational workshops. The firm uses an evidence-based investment approach incorporating in-house management, third-party sub-advisors, and technology-enabled solutions, along with access to alternative and private investments through its Vestia Private Capital platform.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
user avatar

Colin S

Series 63, Series 65

Fort Wayne, IN

Vestia Personal Wealth Advisors

Colin Snyder is a financial advisor at Vestia Personal Wealth Advisors in Fort Wayne, IN, holding Series 63 and Series 65 credentials with two years of industry experience. His previous roles include positions at Fifth Third Securities, Fifth Third Bank, Ruoff Mortgage Company, and Joseph Decuis. Outside of advising, he is involved in cryptocurrency mining through a virtual mining operation called PI COIN. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing comprehensive financial planning, portfolio management, and business consulting. The firm employs an evidence-based investment approach utilizing a range of management strategies and offers access to alternative investments and educational workshops.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
user avatar

Thomas M

CFP®, Series 66

Fort Wayne, IN

Vestia Personal Wealth Advisors

Thomas Martin is a CFP® with 23 years of industry experience, currently serving at Vestia Personal Wealth Advisors in Fort Wayne, IN. His prior roles include positions at The Tebow Group and Mammoth Investors, LLC. Outside of advisory work, he holds board roles with organizations addressing behavioral science, medical appliances, and anti-human trafficking efforts. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering comprehensive financial planning, portfolio management, business consulting, and educational workshops. The firm applies an evidence-based investment approach combining discretionary management, third-party sub-advisors, and technology-enabled solutions, and includes affiliated entities providing insurance and brokerage services.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
user avatar

Luke W

Series 65

Fort Wayne, IN

Vestia Personal Wealth Advisors

Luke Walters is a financial advisor at Vestia Personal Wealth Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at SageSpring Wealth Partners and Purdue University among other roles. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting to retirement plan sponsors. The firm employs an evidence-based investment approach, utilizing a combination of in-house management, third-party sub-advisors, and technology-enabled solutions, and manages approximately $1.06 billion for nearly 4,000 clients through a multi-entity structure.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
user avatar

Lauren O

CFP®, Series 66

Fort Wayne, IN

Vestia Personal Wealth Advisors

Lauren Oschman is a CFP® professional with 16 years of experience in the financial advisory industry. She is currently with Vestia Personal Wealth Advisors and has previously held roles at Ausdal Financial Partners, Larson Financial Holdings, and Larson Financial Group. Oschman serves as managing member of Vestia Ventures, a consulting firm and angel investment vehicle, and is an investor in Loud Capital, a venture capital firm focused on entrepreneurship and education. She is also slated to begin serving as Board President for the Crohn’s & Colitis Foundation’s Tennessee chapter in May 2024. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing comprehensive financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach incorporating both in-house discretionary management and third-party solutions, with access to alternative and private investments through its Vestia Private Capital platform.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
user avatar

Michael T

CFP®, Series 66

Fort Wayne, IN

Vestia Personal Wealth Advisors

Michael Trent is a CFP® and Series 66 holder with 12 years of experience in financial advisory. He is currently with Vestia Personal Wealth Advisors, where he has worked since 2018. Prior to joining Vestia, he was associated with Larson Financial Group and Larson Financial Securities. Outside of his advisory role, he serves as treasurer and volunteer for Blessings in a Backpack, a nonprofit addressing weekend food insecurity in public schools. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and retirement plan sponsors, offering comprehensive financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach using in-house management, third-party sub-advisors, and technology-enabled solutions, while also providing access to alternative and private investments through affiliated entities.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
user avatar

Kameron H

CFP®, Series 63, Series 65

Fort Wayne, IN

Vestia Personal Wealth Advisors

Kameron Helmuth is a CFP® professional with 14 years of experience in the financial services industry, currently serving at Vestia Personal Wealth Advisors. His prior roles include positions at The State Bank and Trust Co, Cetera Investment Services LLC, and PNC Investments. Outside of advising, Helmuth is involved as treasurer of a nonprofit social club focused on barbecue and manages a wristwatch sourcing and sales venture. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, as well as retirement plan sponsors, offering comprehensive financial planning and portfolio management. The firm applies evidence-based investment principles and combines discretionary management with sub-advisors and technology-driven solutions, also providing access to alternative and private investments through a dedicated platform.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
user avatar

Cameron H

CFP®, Series 63, Series 66

Fort Wayne, IN

Vestia Personal Wealth Advisors

Cameron Heasley is a CFP® professional with 16 years of industry experience, currently serving at Vestia Personal Wealth Advisors since 2018. He previously worked at Larson Financial Group, LLC and Larson Financial Securities, LLC from 2009 to 2017. In addition to his advisory role, Heasley is involved in leadership positions across multiple affiliated entities, including venture capital and consulting services focused on investment management. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering comprehensive financial planning, portfolio management, and business consulting. The firm employs an evidence-based investment approach that incorporates in-house management, third-party sub-advisors, and technology solutions, and manages approximately $1.06 billion for nearly 4,000 clients.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)