Vestia Personal Wealth Advisors
Financial Services, Wealth Management
5.0 out of 5
124 verified ratings
124 Verified Ratings
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.
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.
Dec 10, 2025
Jen Chatfield
Jen is very pleasant and quick to respond to any of our questions. She is positive and helpful with our planning.
Nov 30, 2025
Cameron Heasley
I have worked with Cameron for almost 20 years. At this point he is more than my financial advisor, he’s is also a trusted friend who has provided exceptional guidance, steady expertise, and professionalism. He has a very thoughtful approach, clear communication, and respect for my long-term goals which has helped me navigate every major milestone with confidence. I trust him completely and continue to be grateful for his outstanding service and partnership.
Nov 26, 2025
Lauren Oschman
We have been overwhelmingly happy working with Lauren and her team. Lauren’s knowledge of financial matters along with her commitment to honoring our family values and financial goals has given us so much confidence in her as our financial advisor. We trust her with managing all aspects of our finances and have been so happy with her. I highly recommend Lauren and her team to anyone looking for stress-free financial management.
Nov 22, 2025
Forrest Friedow
Forrest has been a simply wonderful advisor for us. He takes the time and has the natural curiosity to get to know us and our priorities, and then tailors his advice accordingly. We feel like we are in excellent hands with Forrest.
Nov 21, 2025
Jacquelyn Denson
Jacque is a wonderful advisor and I trust her completely to manage our finances. She is great to work with and is incredibly smart but also able to simplify complex concepts to explain them. We would recommend her to anyone
Nov 20, 2025
Jacquelyn Denson
Jacque has been an invaluable resource to my family - we are clueless when it comes to finances and she laid everything out in ways that were comprehensible and manageable. Further, she took the time to get to know us so that her guidance was truly personalized. And whenever we have an "urgent" question, she responds right away and is so helpful, often jumping on calls with us to solve a particular issue we are having. I don't know what we would do without her!
Nov 20, 2025
Kameron Helmuth
Kam is always looking out for our best interests and what is best for us. He not only looks at our long term goals, he also helps us navigate through our life as it is today.
Nov 19, 2025
Jen Chatfield
We’ve been working with Jen for a very long time. She is knowledgeable, thoroughly addresses our concerns and is very consistent with following through. She has been a pleasure to work with all these years and has played a big role in helping us make our financial goals a reality.
Nov 19, 2025
Jacquelyn Denson
Jacque and Christy keep us on track! Follow-up is exceptional. We often have “unusual” questions which our team is quick to research and respond. We are VERY pleased with them and have recommended Vestia to friends and family.
Nov 19, 2025
Chris Robbins
Chris is a man of strong moral character and convictions. He leads through serving. I have complete trust in his ability and wisdom to help my family and I manage our financial resources.
Nov 19, 2025
Lauren Oschman
Lauren and her team are amazing. They know what success looks like for our family, and work daily on our behalf. We can focus on other important areas in our lives because we KNOW that all things financial are being handled with excellence. I also love that for my "non-CFO spouse" they offer for her to contact them at any time to take her through any questions.
Nov 19, 2025
Cameron Heasley
Cameron is not only knowledgeable about all things finance he is also a caring and sincere person. He is invested not just in helping us financially but he cares about us as people!
Nov 19, 2025
Jacquelyn Denson
Incredibly knowledgeable and very proactive. Love working with her. Love how she explains everything in such detail without overloading with info.
Nov 19, 2025
Jacquelyn Denson
Jacque has been tremendously helpful in establishing a strong financial plan at the start of my career. She is readily available for urgent questions and is always prompt in her responses. I am very grateful for her work.
Nov 15, 2025
Lauren Oschman
We have worked with Lauren for over a decade. She and her team have always been wonderful and helped us with everything from investments to estate planning to insurance coverage and more. They are very knowledgeable and quick to reply. Also, I love that she and the team know us personally and not just as an account.
Nov 15, 2025
Chris Robbins
100% confident in Chris’s ability to manage our funds. With his help we are on track to retire comfortably with the option to retire at a younger age. He is knowledgeable and informative.
Nov 14, 2025
Kameron Helmuth
Vestia has improved our financial organization and opened areas of investment. Im am 100% more confident in my retirement plan since involving them.
Nov 13, 2025
Michael Trent
Mike is thorough and proactive in presenting his advisor summaries. Mike takes the time to understand our questions and explain strategies.
Nov 13, 2025
Kameron Helmuth
For the past five years, Kam and his team have been more than just financial advisors to us—they’ve been trusted partners. I’ve always appreciated that Kam not only offers solid investment guidance, but genuinely listens to my thoughts and concerns. They’ve gone above and beyond in ways I never expected, always willing to talk through whatever comes up. As my wife and I work through the adventure of building our Florida home, Vestia even helped us find the right bank to finance the project. We’re truly grateful. Thank you, Kam.
Nov 13, 2025
Forrest Friedow
As usual, Forrest is very professional and explains with clarity the results of the investments, providing sound advice. Always a pleasure to interact with him and the rest of his Team, who are always afable, polyte and willing to help in anyway they can.
Nov 13, 2025
Kameron Helmuth
We have worked with Kameron for several years now. He is very knowledgeable, detailed, responsive, patient and a good teacher. He has been a pleasure to work with, I trust his judgement and recommendations. If Kameron feels the need to put the brakes on a subpar decision on our part, he does not hesitate to suggest alternatives and explains why.