Plan for the Present.®
We offer a wide range of services for specialty physicians who need a trusted guide. We specialize in complex careers and lifestyles because cookie-cutter approaches can’t meet your unique needs.
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Our Services
Services For Physician Finances

Wealth Advisory Services

Contract Negotiation Services

Personal Insurance
Services For Medical Practices
Retirement Plan Consultants
Employment Contract Design Services
Employee Benefit Solutions
Physician Expertise

Does your advisor understand RVUs? Or how to evaluate and finance a surgery center buy-in? With nearly 150 years of collective experience working with specialized physicians, we understand your challenges and opportunities.
Unique Solutions

Innovative tax strategies, proactive asset protection planning, contract negotiation, healthcare venture capital, and more. We are intelligent and creative problem solvers who work to do what is best for you even if it means less for us.
Focused on Your “Wealth that Matters”™

Your definition of success is unique to you. We completely customize your financial plan according to the life you desire to live and the legacy you wish to leave.
CONTACT INFO
(877) 669-1126
hello@vestia.com
VESTIA® TEAM
MISSION & VALUES
CAREERS
DISCLAIMERS
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  • This home page is owned and operated exclusively by Vestia Holdings, LLC.
  • Investment advisory and financial planning services are offered on separate websites owned and operated by Vestia Advisors, LLC (DBA Vestia Personal Wealth Advisors and Vestia Retirement Plan Consultants), a Registered Investment Advisor. Check out the background of this firm on FINRA’s BrokerCheck. (www.VestiaAdvisors.com)
  • Securities are offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807(563)326‐2064. Member FINRA/SIPC. Ausdal Financial Partners, Inc. is independently owned and operated apart from the Vestia entities (https://www.ausdal.com/).
  • Insurance brokerage services offered on a separate website owned and operated by Vestia Insurance, LLC (DBA Vestia Insurance Services and Vestia Benefit Solutions).(www.VestiaInsurance.com)
  • Contract negotiation services offered on a separate webpage owned and operated by Vestia Contract Negotiation, LLC (www.VestiaContracts.com)
  • Consulting services are offered through Vestia Ventures, LLC. (this company does not currently offer a website)
  • Special purpose funds are managed by Vestia Ventures, LLC. (this company and these funds do not currently offer a website)
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