Financial First Assist for Orthopedic Surgeons


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Experience Wealth That Matters®

Patients come to you because you’re specialist, not a generalist. 

You deserve a financial advisor who specializes in your unique pain points and needs. For example, your advisor should understand that buying into a surgery center could be more profitable than your stock portfolio!

Your financial life is full of unique opportunities and exposure to risk. You and your financial team need to be thinking about tax planning strategies, asset protection, and so much more – traditional investment management only scratches the surface, and we’re ready to go so much deeper.

Plan For Your Financial Health

You’re short on time, and that’s where we come in.

With many competing priorities vying for your attention, we’re here to help you make planning ahead for financial health easy – from retirement, taxes, investments, insurance, career pursuits, and more.

Vestia brings you innovative financial ideas just as you innovate to transform the lives of your patients.

Ongoing Partnership & Care

Our ongoing care clients meet with us twice a year and
we are available as needed via phone/text or email as questions arise.


Financial planning

Contract negotiation

Employment contract design services

Student loans

Retirement planning

Insurance strategy

Employee benefits

Investment management

Tax strategy & mitigation

Planning for practice owners


Healthcare venture capital

Your Team Lead

Our team of action-oriented advisors understands that time is money for an orthopedic surgeon. We understand how busy you are – let us coordinate your team of professionals so you don’t have to. Once we understand your definition of success, you can have the confidence to delegate and know we are on top of things so you don’t have to be.

5 Financial Pain Points for Orthopedic Surgeons Today

Download our free eBook today to uncover the most common financial pain points orthopedic surgeons are facing in today’s financial landscape – and how to navigate them.

Let’s Connect

Ready to align your wealth with your goals? Contact us today.