Our Story
The Beginning
Lauren Oschman, CFP®, CDFA®, grew up in a household where her father was an interventional cardiologist. He was also the smartest man she knew.
Despite being renowned as an expert in his medical specialty, he and Lauren’s mom didn’t know all the answers for their most pressing financial questions. Between work and managing life with four kids, time and energy were limited, and there wasn’t anyone available who could seamlessly support them in managing their financial lives.
Inspired to help other families, Lauren and four incredible partners co-founded Vestia, with a mission to help the highest caliber professionals achieve Wealth That Matters®.
Fast forward to today, team Vestia focuses on helping professionals across the country by acting as their financial first assist. From contract negotiations, to building a retirement plan, to benefits enrollment and answering day-to-day questions about money management – we’re here to lighten your load so you can live more of your life.
Values-Driven. Goals Focused.
We Help the Highest Caliber Professionals Achieve
Wealth That Matters®
Give a surplus
We put others first. When in doubt, we err on the side of giving excess of ourselves and our resources.
Never let them guess
We ask questions, tackle issues, and own our work from start to finish. We communicate frequently and candidly, even when it’s tough.
Raise your hand
We courageously seek opportunities that challenge us. We understand that growth occurs at the edge of our comfort zone.
Model “Wealth That Matters”
We value relationships over money. We build our legacies daily by being intentional with our time.
Fly the V formation
We keep each other energized through support, encouragement, and celebration. We know we go furthest together and collaborate whenever possible.
Let's Connect
Ready to align your wealth with your goals? Contact us today.