Vestia Personal Wealth Advisors

We’re Hiring! Are you a detail-oriented problem solver who loves creating exceptional client experiences? Do you thrive in a collaborative and innovative environment? If so, we’d love to meet you! Vestia Personal Wealth Advisors is looking for a Client Service Administrator to join our growing team. In this role, you’ll be a key player in supporting our physician clients, ensuring they receive financial guidance with excellent service to help them achieve their Wealth That Matters?. Location: Indianapolis, IN (preferred) Why Vestia? A mission-driven team, opportunities for growth, amazing? benefits, and the chance to make a real impact in the lives of physicians. If you have a servant leadership mentality, and love managing details, this could be the perfect fit! Apply today or tag someone who’d be great for this role. Apply today at https://lnkd.in/e4h3Aa4m #Hiring #IndianapolisJobs #ClientService #FinancialPlanning #VestiaWealth #WealthThatMatters

?? Happy Birthday, Wendy! ?? Today we are celebrating Vestia Client Service Administrator Wendy Helmkamp! In the spirit of Wealth That Matters?, Wendy is spending her special day in the best way—enjoying a nice dinner with her family. No big plans needed when you’re surrounded by the people who matter most! We’re so grateful for all that Wendy brings to our team and our clients. Please join us in wishing her a wonderful birthday filled with love, laughter, and maybe even dessert! ??? Drop your birthday wishes for Wendy in the comments! ?? #HappyBirthday #VestiaTeam #CelebratingWendy #WealthThatMatters

We are putting tax myths to the test with a game of TRUE or FALSE, but here are some things you can count on when it comes to taxes. - Even if you have an accountant, the IRS holds you responsible for the accuracy of your tax return. If there’s an error or missing income, you are on the hook for any penalties, interest, or audits—not your accountant. That’s why it’s important to review your return before filing! - Only the income within each tax bracket is taxed at that bracket’s rate. If your year-end bonus pushes you into a higher bracket, only the portion above the threshold is taxed at the higher rate—not all of your income! - Filing an extension only gives you more time to file your return, not more time to pay your taxes. To avoid penalties and interest, you estimate what you owe before April 15 and make that payment with your extension request—ideally with a small buffer—so you’re covered even if final calculations change. - Filing an extension does not increase your chances of an audit. The IRS selects returns for audit either at random or based on specific red flags, not whether you filed on time or extended. In some cases, filing later with more accurate numbers can actually reduce?“errors” that might otherwise trigger an audit! - Some people prefer a big refund as a forced savings tool, but that really means you gave the IRS an interest-free loan all year. Adjusting your withholdings to break even—or get a small refund—lets you keep more of your money throughout the year and put it to work in a high-yield savings account instead! Thanks to Vestia CEO Lauren Oschman, CFP?, CDFA? for her amazing "silent film" acting! #taxes #taxextensions #physicians #Doctors #taxreturns #trueorfalse #PhysicianFinance?

Happy birthday to Vestia Executive Assistant Rebecca Tschetter ??? Rebecca is marking the occasion by spending quality time with her sisters and taking on a fun and delicious croissant baking challenge! We’re so grateful for all that Rebecca does to support our team and our clients. Join us in wishing Rebecca a birthday filled with joy, laughter, and perfectly flaky pastries! ?? #HappyBirthday #VestiaTeam #Celebration #wealththatmatters #birthdaybaking

We’re Hiring! Are you a detail-oriented problem solver who loves creating exceptional client experiences? Do you thrive in a collaborative and innovative environment? If so, we’d love to meet you! Vestia Personal Wealth Advisors is looking for a Client Service Administrator to join our growing team. In this role, you’ll be a key player in supporting our physician clients, ensuring they receive financial guidance with excellent service to help them achieve their Wealth That Matters?. Location: Indianapolis, IN (preferred) Why Vestia? A mission-driven team, opportunities for growth, amazing? benefits, and the chance to make a real impact in the lives of physicians. If you have a servant leadership mentality, and love managing details, this could be the perfect fit! Apply today or tag someone who’d be great for this role. Apply today at https://lnkd.in/e4h3Aa4m #Hiring #IndianapolisJobs #ClientService #FinancialPlanning #VestiaWealth #WealthThatMatters

“On the points earning side too, when you start to learn what you can get back from credit cards, you learn that expenses which were previously a burden like taxes, even paying rent these days, all of that can be converted into points now.” From the Doctor’s Eyes Only episode, Maximizing Points for Physician Travel with Kelly Wright, MD, FACOG, FACS the Points and Miles Doc #pointsandmiles #wealththatmatters #doctors #physicians #pointsandmileslifestyle #creditcardpoints

Happy Birthday to Vestia Partner & Chief Development Officer, Forrest Friedow Forrest is celebrating his special day with his husband, Nathan, and their son, Mansel, and this year, his birthday holds something extra special. Forrest received a framed high school letter sweater that once belonged to his grandfather—a man who meant the world to him. A reminder of the legacy of hard work, kindness, and memories that continue to inspire him. Attached to the gift was a note from Nathan that said, “Your grandpa would be so proud of you.” Happy Birthday Forrest, we’re so grateful for the leadership, heart, and passion you bring to Vestia every day! #HappyBirthday #VestiaTeam #WealthThatMatters #FamilyLegacy

This past weekend, Vestia Financial Advisor Chris Robbins, CFP? had the chance to connect with incredible surgeons and industry leaders at the Shoulder and Elbow IEP Fellows and Young Surgeons Course in Nashville TN.—and in this video he’s sharing why it was such a valuable experience. From highly interactive breakout sessions and panel discussions, to great conversations at the Vestia booth, we loved being part of an event that brings innovation and expertise to the forefront of orthopedic care. Thank you for allowing us to take the stage and present the “5 Tips To Avoid Financial Revisions”. We look forward to seeing you again next year! #IEPShoulderElbow #PhysicianFinance #OrthopedicSurgeons #WealthThatMatters #VestiaPhysicianWealth #FinancialPlanning #PhysicianSuccess

From the most recent episode of Doctor's Eyes Only, Lauren Oschman, CFP?, CDFA? sits down with Kelly Wright, MD, FACOG, FACS, known as "Points and Miles Doc," to explore how physicians can leverage points and miles to enhance their travel experiences while reducing financial stress. Search Doctor’s Eyes Only where you find your favorite podcasts to listen or watch the full episode! #PhysicianLife #TravelHacking #DoctorLife #PointsAndMiles #PhysicianTravel #TravelRewards #TravelTipsForDoctors #PhysicianFinance #wealththatmatters

Doctor’s Eyes Only, host Brad Quick, CEPA? sits down with orthopedic surgeon and healthcare innovator Sharat Kusuma, MD, FAAOS to discuss his inspiring journey from the operating room to leading change in the healthcare industry. Be sure to look for episodes of the Doctor’s Eyes Only podcast everywhere you find your favorite podcasts. #PhysicianWealth #wealththatmatters #PhysicianFinance #doctors #Physicians #boneandjointhealth #hipandknee