Vestia Personal Wealth Advisors
Financial Services, Wealth Management
5.0 out of 5
150 verified ratings
150 Ratings, 145 Comments
In regard to these testimonials and/or endorsements for Vestia: (i) the individuals providing the testimonial and/or endorsement are current clients; (ii) the individuals have not been compensated; and (iii) this does not pose any material conflicts of interest on the part of the person giving the testimonial and/or endorsement resulting from the adviser’s relationship with such person. All ratings are included in the overall rating and all comments are published unless they meet one or more of our exclusion criteria. Please visit our website linked above for additional details.
AI Overview
Vestia Personal Wealth Advisors consistently demonstrates strong client dedication through personalized, knowledgeable, and trustworthy financial guidance. Clients appreciate the team's proactive communication, thorough planning, and ability to simplify complex concepts. Many express deep trust and long-term satisfaction, highlighting advisors' attentiveness, integrity, and alignment with clients' values and goals. The team's responsiveness and supportive approach foster lasting relationships, offering clients confidence and peace of mind in managing their financial futures.
Generated from the text of client reviews
This AI summary is automatically generated from the text of all published, verified client reviews. The summary intends to extract the prevailing themes from the published reviews, but like all AI-generated text there is a possibility of errors. Please exercise caution, and when in doubt read the full contents of the actual reviews.
May 29, 2026
Michael Trent
Mike and Lindsey have become true friends of the family to us. We don’t know quite what we would do without them. Mike’s financial advice and money making /investment decisions for us make us feel secure. He explains what we need to know on our own level and takes the rest on his own shoulders. He is always accessible and personable, reliable, and most helpful!
All of our grown kids and grandkids live out of state, so Mike has become like a surrogate son to us. Really don’t know what we would do without him!
May 28, 2026
Forrest Friedow
super helpful, always responsive, very informative
May 28, 2026
Lauren Oschman
My wife and I have been with Vestia since inception and they have always been professional, proactive and very responsive to our needs. They always gave us sound advice and clearly put us first. Our financial situation is far better than if we did not have them.
We have absolute confidence in their work ethics and we are fortunate to have signed up with them when we did.
May 28, 2026
Cameron Heasley
Always extremely thorough and thoughtful. We definitely have the best advisor anyone could as for. My wife and I have the highest level of trust in Cameron and know he has our best interests at heart.
May 28, 2026
Cameron Heasley
Cameron is knowledgeable, responsive, and extremely patient in answering questions and explaining financial decisions in a way that is easy to understand. We especially appreciate the trust and confidence they have built with us over time.
May 28, 2026
Cameron Heasley
I cannot say enough great things about Cameron and his entire team! From day one, they have been professional, knowledgeable, trustworthy, and genuinely caring. They took the time to answer every question, explain everything clearly, and helped us feel confident and at ease through the entire process.
What truly stands out is how much they truly care about us and treat you like family, not just another account. Their communication, guidance, and attention to detail have been absolutely amazing. We are so thankful for all of their help and support and would recommend Cameron and his crew to anyone looking for a financial advisor they can truly trust!
May 28, 2026
Michael Trent
I've been working with Michael prior to Vestia being formed. He has been a great financial advisor and partner in reaching my retirement and financial goals. The company goes above and beyond a normal financial advisory firm.
May 27, 2026
Jacquelyn Denson
Jacque is kind, thoughtful, efficient and focused. She has helped us so much with everything from small items like insurance to big goals like when to step away from work. I love her nonjudgmental approach which is always centered on our goals and needs. My life is so much better with her exemplary work!
May 27, 2026
Michael Trent
We’ve been working with Mike Trent and his team for many years, and have been in great hands along our financial journey. Mike genuinely listens to our personal requests for the future of our family, and puts our Christian values into practice.
May 27, 2026
Cameron Heasley
Cameron takes the time to make interactions personal and to make sure I feel supported and that I understand.
May 27, 2026
Jacquelyn Denson
Absolutely the best! Grateful for Jacquelyn for all she does!! Her and her team are amazing. So easy to work with.
May 27, 2026
Chris Robbins
Chris and Cameron are always available to help and answer questions. Really great team to work with.
May 27, 2026
Cameron Heasley
I have known Cameron for several years and he has continued to impress me through the entirety of our relationship. He has always been available for any questions even before I hired him as my financial advisor. After hiring him, I couldn’t be happier. He is very knowledgeable about so many facets of building a healthy financial foundation and I feel confident in recommending him to anyone that wants a thorough and dedicated financial advisor.
May 27, 2026
Jacquelyn Denson
Jacquelyn Denson is very attentive to our goals and needs. She gives great advice on how to achieve our financial goals!
May 27, 2026
Forrest Friedow
Forrest and I have been working together my entire career—almost 20 years! He has helped me through thick and thin and he is truly a lifesaver. I can’t thank him enough.
May 27, 2026
Cameron Heasley
I have been working with Cameron for well over a decade and would not trust anyone else as my financial advisor. He's open and honest with his opinions on how he believes our money would be best invested but allows for flexibility when our personal goals were different (i.e. paying off debt and mortgage early).
May 27, 2026
Jacquelyn Denson
Jacque, Christy, and Ella have been great to work with! They have a comprehensive financial and life plan for me and put it simply enough that I can understand. They keep me accountable and on track!
May 27, 2026
Jacquelyn Denson
She is very knowledgeable.
May 26, 2026
Cameron Heasley
Cameron is an excellent financial advisor. He listens to what your needs and wants are and helps build a strategy that leads to that goal. Cameron gets to know you as a person just as much as he gets into the gritty details of your financials, so the bond you form with him leads to increased trust and security in regards to your overall financial future.
May 26, 2026
Cameron Heasley
Cameron is vigilant in monitoring my investments and notifying me of opportunities. I feel like he really has my back and cares about the finances of my family. I enjoy working with him and I trust his advice.
May 21, 2026
Cameron Heasley
Cameron is the best. I hate financial stuff, and he is amazing at taking care of everything and always being available to answer questions, no matter how dumb.
Dec 21, 2025
Forrest Friedow
We have worked with Forrest for 8 years and are extremely satisfied with the services and advice he has provided, and his team is top notch.
Dec 19, 2025
Lauren Oschman
6 Stars. Other than buying my little piece of ground which I consider a slice of Heaven, Lauren is without a doubt the best money I've ever spent.
Dec 19, 2025
Forrest Friedow
I have been working with Forrest for 4 years now. He treats me like his own family member and always makes decisions in my best interest which I am most grateful! He always acts very professionally and easy to talk to. He earns my trust wholeheartedly!
Dec 18, 2025
Kameron Helmuth
Kameron understands our financial goals and takes great care to keep us on track and set up for the future. The communication and quality of service has been excellent. We really enjoy working with him!
Dec 18, 2025
Forrest Friedow
Energetic, available, and flexible.
Dec 18, 2025
Cameron Heasley
Cameron is absolutely great! He is always attentive and willing to help at all times of the day or week. Gives me and my family peace of mind knowing we always have someone there to help with hard decisions when needed. Happy to continue our relationship.
Dec 18, 2025
Cameron Heasley
He is amazing! Available and truly understands and knows our family! He is so knowledgeable and trustworthy.
Dec 18, 2025
Michael Trent
He is excellent.
Dec 18, 2025
Cameron Heasley
The best in the business! Humble, patient, caring, reliable, knowledgeable, and results-oriented. What else could you ask for?
Dec 18, 2025
Cameron Heasley
I have been going to Cameron sincere the mid 2000s. It was one of the best decisions I've ever made. He always listens to my concerns and takes them into account when we plan. He has great communication skills and is always easy to reach. Finally, he is genuinely a kind and wonderful person.
Dec 17, 2025
Forrest Friedow
Forrest is a fabulous financial advisor. He gives great guidance and recommendations. He has also earned my husband and I a substantial amount of money and has helped us reach our financial goals.
Dec 14, 2025
Lauren Oschman
Caring knowledgeable and always had our best interest.
Dec 14, 2025
Michael Trent
Very dedicated and thoughtful
Has taken great care of us
Great integrity
Dec 14, 2025
Cameron Heasley
Honest, caring, thorough. Always willing to help, always available and always going the extra mile. Good blend of risk tolerance. Very happy with our financial position as a direct result of Cameron’s guidance.
Dec 14, 2025
Forrest Friedow
Forrest is the absolute best! He is someone I consider a friend as well as my advisor. He always takes the time to explain everything clearly and I always feel that he has my best interests in mind with each decision we make together
Dec 14, 2025
Forrest Friedow
Forrest is s an excellent advisor who truly prioritizes your best interests. He is intelligent, highly knowledgeable in his field, and skillfully coaches you throughout the journey. We are extremely happy with his work and performance.
Dec 14, 2025
Forrest Friedow
Forrest and his team combine strong technical expertise with an unusually thoughtful and compassionate approach. He takes the time to listen, understand concerns, and explain complex strategies in a way that feels reassuring and empowering. I feel confident knowing our financial future is being guided with care, integrity, and discipline.
Dec 14, 2025
Michael Trent
Very detailed oriented, great communication and always available to answer your questions.
Dec 13, 2025
Cameron Heasley
Honest, genuine, and entirely relatable. Always helping us reach our family financial goals. We view Cameron as a great friend and advisor!
Dec 13, 2025
Kameron Helmuth
Kameron has been working with our family for years and has always been very thorough and balanced in his approach to our long-term financial goals which is greatly appreciated. He is always available and ready to help whenever we need. Kameron is like a family member who we trust whole-heartedly.
Dec 13, 2025
Forrest Friedow
We are extremely fortunate to have been referred to Forrest. He has helped us feel secure about our financial well being. We look forward to our meetings with him.
Dec 13, 2025
Chris Robbins
Very thorough, helped us plan our finances and save over $30K in interest from student/personal loans. Chris is also easily reached for urgent questions. I highly recommend his team!
Dec 13, 2025
Cameron Heasley
Always responds quickly to questions and provides great advice and perspectives. He is proactive with us as well recommending ways we can manage our money more wisely. He takes the time to listen to our values and then he works within those values.
Dec 13, 2025
Chris Robbins
Chris is good at explaining our investments and choosing appropriate stocks that meet our current and future needs.
Dec 13, 2025
Lauren Oschman
I can’t say enough about Lauren and her staff at vestia. They took me in as a client over 10 years ago. I had no plan or concept of how to save and invest money . Now I’m fortunate I can retire at 60 with no financial worries and work cause I want to.
Dec 11, 2025
Lauren Oschman
Lauren has always been on top of all of our financial concerns. She is a wealth OF information and will always research and report back for questions/concerns. Her availability for meetings is perfect for our work /life schedules.
Dec 10, 2025
Jacquelyn Denson
Jacque is awesome to work with. She is always responsive and thoughtful. I'm glad to be working with her
Dec 10, 2025
Cameron Heasley
Can is amazing! Always takes time to help
Me with financial decisions. I find his assistance and recommendations invaluable.
Dec 10, 2025
Jacquelyn Denson
Jackie and her team are the absolute best! I trust them completely and appreciate their expertise wholeheartedly.