FORT WAYNE, Indiana–(BUSINESS WIRE)–Vestia Personal Wealth Advisors, a firm that helps high-caliber physicians get rich, today announced the appointment of Kameron Helmuth as a partner, the firm’s seventh. Helmuth joined Vestia in 2019 and co-leads the Orthopedic Surgery practice group. To date, the company has approximately $500 million in assets under management (AUM) and counts more than 500 physician families among its clients.
Helmuth, 33, co-wrote the e-book 5 Financial Pain Points for Orthopedic Surgeons Today and co-hosts the Doctors Eyes Only podcast with Vestia Partner and Managing Director Lauren Oschman, CFP®, who has been appointed to the position. in April this year. Helmuth has also appeared on The Ortho Show, with an upcoming appearance dedicated to discussing cryptocurrency and digital assets and their role in a client’s portfolio.
Vestia, which has 21 employees, is an independent consultancy specializing in providing bespoke financial planning and investment management solutions designed primarily for high-income physicians, primarily orthopedic surgeons and female physicians. The company’s customer service-focused niche is rooted in overseeing all aspects of physicians’ financial lives, including providing specialist planning and investment opportunities.
“Since joining, Kameron has accelerated the growth of our orthopedic surgeon practice, creating comprehensive and personalized plans to balance the financial lives and interests of our specialty physician clients, and we are thrilled to promote him to Associate. said Oschman. “Even in this challenging environment, Vestia’s revenue has grown by approximately 10% year-to-date, despite market volatility, and he has been instrumental in contributing to this success. Kameron is leading the charge and his dedication and passion for achieving the best financial results for our customers can be found in every corner of our business.
“I am honored to be named a partner at Vestia, who shares my unwavering commitment to the orthopedic surgeons we serve,” said Helmuth. “I joined Vestia several years ago because their approach to financial advice considers the present while planning for the future and that resonated deeply with me. I look forward to the continued growth of the business, including including the ability to launch additional verticals as we continue to deliver on our company-wide goals and objectives.”
Beyond its core practice groups that focus on orthopedic surgeons and female physicians, Vestia is also exploring vertical markets for military physicians, urologists, and anesthesiologists.
The new season of Vestia’s Doctors Eyes Only podcast launched today and is available on all popular podcast platforms. Please join us for a special episode, also available today, featuring the esteemed Bryan D. Springer, MD.
For more information about Vestia and its approach to financial planning and investment management, please visit vestiaadvisors.com.
About Vestia Personal Wealth Advisors
Vestia Personal Wealth Advisors have worked with medical specialists for almost 150 years and understand that increasing wealth is only part of the equation. We believe wealth only matters as part of a bigger picture and life happens now. Starting with what is important to our clients, we design a completely personalized plan to balance the desires of the present with the goals for the future. We call it “wealth that matters”. Vestia Personal Wealth Advisors is an SEC registered investment adviser. Securities offered by Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)326-2064. FINRA/SIPC member. Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, Vestia Advisors, LLC and Ausdal Financial Partners, Inc. are independently owned and operated. For more information, visit vestiaadvisors.com, email us, or connect with us on LinkedIn.