Kameron Helmuth, CFP®, ChFC®

Partner & Chief Growth Officer

Email: khelmuth@vestia.com
Call | Text | Fax: 260-240-4677

Kameron Helmuth, CFP®, ChFC®

Partner & Chief Growth Officer

Email: khelmuth@vestia.com
Call | Text | Fax: 260-240-4677


  • Chartered Financial Consultant®
  • Accredited Wealth Management Advisor® Series 63 & 65
  • Life Insurance, Licensed Agent
  • Health Insurance, Licensed Agent
  • Long Term Care Insurance, Licensed Agent
  • BS in Business Administration, International Business College

Community Involvement

  • The Ortho Show: Financial Advisor to Orthopedic Surgeons

Just like you wouldn’t see your cardiologist for knee pain, Kameron fervently believes physicians deserve an advisor that is a specialist rather than a generalist, and his advisory practice is primarily focused on orthopedic surgeons. Kameron loves coming alongside these highly motivated, specialized, and short-on-time surgeons to guide them on their practice and personal finances allowing them to focus on what they love – being world class orthopedic surgeons. From surgery center analysis to proactive asset protection planning, from debt structuring to innovative tax planning strategies – surgeons nationwide have come to view Kameron as their “first assist” for their financial lives.

Kameron served as an advisor with PNC Bank and then State Bank from 2012-2019 before joining the team at Vestia. While Kameron appreciated the experience gained in his career with two exceptional banks, the independent Vestia platform allows him to provide a broader range of independent options and competitive solutions for his clients. He is particularly adept at navigating complex issues facing medical practice owners as a result of his background in banking and remains well connected in the banking community.

Similar to the surgeons he serves, Kameron highly values a continual refining of his craft, which has led to a rich educational and training background in Financial Planning and Wealth Management. He graduated with his BS in Business Administration from International Business College in Fort Wayne, IN. He went on to become an Accredited Wealth Management Advisor®, a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial Consultant®, and he isn’t stopping there! Kameron is currently pursuing a Masters of Science in Personal Financial Planning and Taxation.

Kameron and his wife Autum live in Huntertown, IN with their two dogs Oakley and Kingston.

One of Vestia’s values is to model “wealth that matters.” What does this mean to you?

I witnessed firsthand the financial and life stress that an illness can impose on a family due to a lack of planning. My grandfather worked for 45 years, and then my grandmother got dementia. He spent so much energy providing care for her that he ended up passing away before she did and never enjoyed retirement. Modeling wealth that matters means that I will do everything I can to keep that from happening to my family or any other family I care about.

I love doing what I do for people – taking the burden of finances and planning off their plate so they can focus on what’s most important to them.

When did you first realize you were interested in finance?
While in college, I sat in on an estate planning meeting between my grandparents and their attorney. I was fascinated by the strategies available to improve their retirement position. I was immediately hooked.
What is the most important thing you’ve learned about helping other people?
I’ve learned that you have to start with a generous and open heart. When you give to others with no expectation of receiving, and help others before being asked, I’ve found that others are there to help you when you need them.

Let’s Connect

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