The Latest Insights from Our Team

IEP FELLOWS AND YOUNG SURGEONS COURSE Kameron Helmuth, CFP®, CHFC®, & Brad Quick, CEPA® Abstract: Recently, some published literature has highlighted the lack of general financial training and resource for [...]

This Saturday, March 30, 2024, is a special day to our team at Vestia Personal Wealth Advisors – a day wholly dedicated to celebrating the doctors that make what we do possible! In our eyes [...]

BUILDING A SUCCESSFUL PRACTICE Kameron Helmuth, CFP©, CHFC©, Brad Quick, CEPA© Abstract: Recently, some published literature has highlighted the lack of general financial training and resource for among attending surgeons[1]1,2 , while [...]

We are extremely honored to announce Jacquelyn Denson, CFP® as our newest Partner at Vestia Personal Wealth Advisors! Jacque has been with Vestia since our founding in 2018 and [...]

As a financial services firm entrusted with managing the wealth of individuals like yourself, Vestia understands the paramount importance of safeguarding your sensitive financial information in an increasingly digital world. [...]

There are several benefits to going through a 401k rollover process – some of which can even save you money in the long-run! Let’s dive into three options and why [...]

When was the last time you checked on your estate plan? Whether it’s been one year or a decade, it may be time to take a look and ensure that [...]

When you get ready to relax and unwind, what comes to mind? Perhaps it’s the spot on the beach you’ve been traveling to over the last 10 years, or maybe [...]

If you had the opportunity to share in your company’s success directly, would you do it? Employee Stock Options (ESOs) aren’t available to all doctors, so you may not know [...]

We’re celebrating Women’s History Month with special blog content curated just for Women Physicians! Today, we’re diving into how some gender roles can negatively impact women physicians through both work [...]

We’re continuing our Women’s History month celebrations with new content, just for women physicians. Today, we’re tackling the topic of the gender wealth gap.  The gender wealth gap prevails in [...]

You’ve decided to open your orthopedic practice—Congratulations! While building your patient base, hiring the right people, and practicing what you love, we believe keeping an eye on your (and your [...]

We believe physician contract negotiation is an essential step in your employment journey, but it can be overwhelming. You may notice non-solicitation or confidentiality agreements in the employment process, generally [...]

Your finances are in order, right? If you hesitated at all, it may now be the time to look! Whether you’re a seasoned pro or just starting out on your [...]

In life, it’s easy to fall into an “I’ll do it tomorrow” mindset. And when the “tomorrows” add up like compound interest, years can fly by in the blink of [...]

The end of the year is full of the hustle and bustle of the holidays, but it’s also a great time to “clean up” your investments. Regular portfolio rebalancing is [...]

It feels great to check things off your list—but what should be on your year-end money list as a physician? Let's look at the top money moves we believe physicians [...]

Women live about 5 years longer than their male counterparts, on average. This longevity gap means that women may need to pay extra attention to how they’re saving for retirement, [...]

Do you know just how valuable your leased car is? You’re about to find out! In 2022, cars are pretty much worth their weight in gold—an unheard-of feat brought about [...]

Orthopedic surgeons are among the most specialized in the medical space. While you work extremely hard to make a comfortable living for yourself and your family, could you make your [...]

Welcome to benefits season! While it may not be your first rodeo, there are some things physicians can do to prepare for open enrollment.  1. Enroll In The Right Medical [...]

Owning a business means you may have creative ways to help save for your kids’ education.  With the average cost of tuition tipping $35,000 per year, saving early and consistently [...]

When you look at your investments, you’re likely only seeing if you made or lost money. That high-level snapshot isn’t comprehensive enough to determine how well your assets are really [...]

Investing in real estate can be a smart money move for physicians if it fits into their financial goals. The “best” way for doctors to invest depends on how much [...]

When you look at your investments, you’re likely only seeing if you made or lost money. That high-level snapshot isn’t comprehensive enough to determine how well your assets are really [...]

Your unique views on money directly influence how you use it, and your mindset toward money can drastically impact your financial wellbeing. Your money mindset affects your decisions and helps [...]

Hiring a financial advisor can feel overwhelming. Deciding who to consult and trust with your financial well-being is a big deal! On top of the enormity of sharing your finances [...]

Suitable disability insurance is critical for all physicians, but there are additional factors women physicians should understand. From high premiums to gender-specific exclusions, women physicians are put in a unique [...]

It’s no secret that doctors can have a hefty amount of student debt.  And a viable option for many physicians in the public/nonprofit sector is Public Service Loan Forgiveness to [...]

Taxes don’t just begin and end in April—financial planners and advisors help physicians consider their tax strategy all year long. Creating an efficient tax strategy can help reduce your tax [...]

Are you in the market for a new home? Join the club.  The housing market is still roaring strong, and as the spring rapidly approaches, there will be more open [...]

Many doctors prioritize their financial health and seek to pass that trait onto their children. Plus, given the current state of financial literacy in the U.S., most education about money [...]

COVID-19 has wreaked havoc on nearly every aspect of physicians’ lives—jobs, relationships, personal fulfillment—and now, childcare.  Procuring quality, affordable childcare has only become more challenging for families throughout the pandemic. [...]

Inflation has been front and center in the financial media for weeks, and it’s not hard to see why.  It has reached record levels—up to 7.5% over the past twelve [...]

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