Meet Team Vestia
Client Service Professionals
At Vestia, our Client Service Administrators & Financial Planning Analysts do the heavy lifting of coordinating your entire financial life behind the scenes. They make sure you and your advisors know what needs to happen and when. They are the best first point of contact whenever you have a service question.
At Vestia, we approach things differently than most financial firms. There’s intentionally no majority owner with their last name on the door. Instead, we have a full partnership track much like a law firm or medical practice might have.
These outstanding advisors support the work of our partners.
Partners & Executives
At Vestia, nobody is on an eat-what-you-kill model. Instead, we desire to be the most collaborative firm in the world. As such we designed our entire infrastructure to support total collaboration.
In other words, when you work with one of us, you’re truly gaining support from all of us. This allows our advisors to specialize across various practice groups, so if they’re not the right advisor for you, they know one who will be.