About Vestia Personal Wealth Advisors
<p>Investment advice and wealth management are the focus at Vestia Personal Wealth Advisors, a registered investment advisor (RIA) that works with physicians and high-net-worth individuals nationwide. Founded in 2018, the firm has 23 employees and offices in Fort Wayne (headquarters) in northeast Indiana, plus locations in the Indianapolis metro and Nashville.</p> <p>Vestia provides fiduciary advice and offers planning and investment management through a percentage-of-AUM fee schedule as well as hourly and fixed-fee arrangements. The firm reports $0.8B in assets under management (2026) and serves over 500 client households across various states.</p> <p>For employers that sponsor retirement plans, Vestia acts as a 3(21) fiduciary, working alongside other <a href="/plan-advisors">plan advisors</a> and <a href="/retirement-plans">retirement plan providers</a>. One differentiator is its mix of multi-office support across Indiana and Tennessee with a practice built around physicians’ planning needs.</p> <ul> <li>Registered investment advisor (RIA) founded in 2018</li> <li>Offices: Fort Wayne, IN (HQ); Indianapolis, IN; Nashville, TN</li> <li>Team includes CFP®, ChFC®, AAMS®, and CEPA® credentials</li> <li>Services include portfolio management, financial planning, consulting, and financial education</li> <li>Retirement plan role: 3(21) fiduciary advisor</li> </ul>
Website: https://www.vestiaadvisors.com/
Founded: 2018
Employees: 23
Office Locations
- Fort Wayne, IN (Headquarters)
- Indianapolis, IN
- Nashville, TN
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $827.3M