# Vestia Personal Wealth Advisors
Source: https://planprovider.pro/provider/vestia-personal-wealth-advisors

> Investment advice and wealth management are the focus at Vestia Personal Wealth Advisors, a registered investment advisor (RIA) that works with physicians an…

Retirement Plan Advisor

Fort Wayne, IN

## 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/](https://www.vestiaadvisors.com/)

Founded: 2018

Employees: 23

## Office Locations

- Fort Wayne, IN (Headquarters)

- Nashville, TN

- Indianapolis, IN

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $827.3M

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| SCPMG KEOGH PLAN|SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP, CA|$7.9B|11,088|

| THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS|SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP, CA|$6.5B|18,579|

| IU HEALTH 401(K) SAVINGS PLAN|INDIANA UNIVERSITY HEALTH INC., IN|$4.5B|40,158|

| PENN STATE HEALTH 401(K) SAVINGS PLAN|PENN STATE HEALTH, PA|$2.9B|15,720|

| WELLSPAN 403(B) RETIREMENT SAVINGS PLAN|WELLSPAN HEALTH, PA|$2.6B|21,551|

| THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN|THE MEDICAL COLLEGE OF WISCONSIN, INC., WI|$2.6B|6,844|

| ESSENTIA HEALTH RETIREMENT PLAN|ESSENTIA HEALTH, MN|$2.2B|16,170|

| TRIHEALTH 401(K) RETIREMENT SAVINGS PLAN|TRIHEALTH, INC., OH|$1.4B|12,897|

| MULTICARE HEALTH SYSTEM 403(B) EMPLOYEE SAVINGS PLAN|MULTICARE HEALTH SYSTEM, WA|$1.2B|16,756|

| MULTICARE HEALTH SYSTEM RETIREMENT ACCOUNT PLAN|MULTICARE HEALTH SYSTEM, WA|$562M|12,528|

| ORTHOPAEDICS NORTHEAST, PC PROFIT SHARING PLAN|ORTHOPAEDICS NORTHEAST, PC, IN|$104M|339|

| MEDWORKS, INC. RETIREMENT SAVINGS PLAN|MEDWORKS, INC., IN|$45M|354|

| FORT WAYNE MEDICAL ONCOLOGY AND HEMATOLOGY, INC. 401(K) PLAN|FORT WAYNE MEDICAL ONCOLOGY AND HEMATOLOGY, INC., IN|$38M|170|

## Other Retirement Plan Advisors in IN

- [Canterbury Investment Management, LLC](https://planprovider.pro/provider/canterbury-investment-management-llc) - Zionsville, IN

- [Captrust](https://planprovider.pro/provider/captrust) - Raleigh, NC

- [Ch Douglas & Gray Wealth Management](https://planprovider.pro/provider/ch-douglas-and-gray-wealth-management) - Indianapolis, IN

- [Core Wealth Advisors, Inc.](https://planprovider.pro/provider/core-wealth-advisors-inc) - Indianapolis, IN

- [Werner Financial](https://planprovider.pro/provider/werner-financial) - Indianapolis, IN

- [Family Wealth Planning Partners](https://planprovider.pro/provider/family-wealth-planning-partners) - Louisville, KY

- [Sycamore Financial Group](https://planprovider.pro/provider/sycamore-financial-group) - Kokomo, IN

- [Four Quadrant Wealth Advisors, Inc.](https://planprovider.pro/provider/four-quadrant-wealth-advisors-inc) - Carmel, IN

- [Forvis Wealth Advisors, LLC](https://planprovider.pro/provider/forvis-wealth-advisors-llc) - Kansas City, MO

- [Creative Financial Designs, Inc.](https://planprovider.pro/provider/creative-financial-designs-inc) - Kokomo, IN

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