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Vesta Wealth Advisors

Vesta Wealth Advisors, founded in January 2021, is a female-led team based in Raleigh, NC, that focuses on financial planning and wealth management with our clients. Our goal is to provide clear and concise solutions designed to help you achieve your financial aspirations. No two individuals, families, or businesses are the same, so we work together to form tailored solutions specific to you. Whatever your version of financial success is, we want to engage with you to help achieve it. Women deserve a seat at the table when it comes to their finances. Oftentimes they desire to work with other women. This was our main motivator for creating Vesta Wealth Advisors. Regardless of race, gender, or age, everyone deserves to be heard when voicing their goals and concerns about their unique financial journey. Vesta Wealth takes pride in being that listening ear and strives to provide planning and solutions to help you along your financial journey. Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisers, a Registered Investment Adviser. Cambridge and Vesta Wealth Advisors are separate companies. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided on these websites.

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HeadquartersRaleigh, United StatesEmployees4(1 to 10)Websitevesta-wealth.comLinkedIn profileLinkedIn

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Top roles at Vesta Wealth Advisors

2 distinct titles indexed · top 2 shown.

  • 2financial advisor
  • 1office manager

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