NASHVILLE, Tenn.--(BUSINESS WIRE)--Vestia Personal Wealth Advisors, a firm that helps high caliber doctors achieve wealth that matters, announced that its Board of Directors has appointed Lauren Oschman, CFP® as Chief Executive Officer, effective immediately. Oschman succeeds Tommy Martin, CFP®, CPWA® who will now focus his efforts as a member of Vestia’s Board of Directors.
Oschman, 33, who cofounded Vestia in 2018, will lead the firm during its next phase of growth. The independent advisory firm has over $500 million dollars in assets under management and specializes in delivering bespoke financial planning and investment management solutions tailored primarily for high income physicians. Vestia’s client service approach centers on overseeing all aspects of doctors’ financial lives as well as providing specialized investment opportunities not available to many doctors.
“Our team at Vestia has created and delivered a truly customized approach to caring for the financial lives and interests of our highly complex, hard-working physician clients. That remains our top priority,” offered Oschman. “While Tommy set a clear leadership benchmark to measure against, my plan is to double down on our approach to client service, maintaining our accelerated objectives for growth, while leaning into our firm’s value of never letting clients or team members guess. We will advance the financial lives of the clients that we serve today and tomorrow via a strong mix of skills, experience, and innovative thinking.”
Vestia, with 21 employees in various client service roles, prides itself on the fact that more than 60 percent of the firm’s team is female. Five of the 11 team members that function in advisory roles are female, which more than doubles the industry average for women in financial planning, advisory and investment management positions.
Beyond its leading practice groups that focus on Orthopedic Surgeons and Female Physicians, Vestia is also exploring verticals for military physicians, urologists, and anesthesiologists.
“Lauren’s ascent to the CEO role has been eagerly anticipated by all of us at Vestia and was never a question of ‘if’ but simply ‘when,’” said Martin. “Vestia has excelled to this point thanks to her tireless dedication and passion for serving our clients. We are excited about Lauren’s plans as she leads our firm into the future.”
Tommy Martin, along with other serial entrepreneurs and top executives from the healthcare, life sciences, tech and financial services arenas, launched the healthcare venture capital firm, Mammoth Scientific, last May. Since then, Vestia, along with other independent wealth management firms working with Mammoth can offer their clients access to venture capital and early-stage healthcare investments.
For more information about Vestia and its approach to financial planning and investment management, please visit vestiaadvisors.com. Hear Lauren’s story, as well as Vestia’s approach, as she is featured on the latest episode of the “Financial Advisor Success podcast with Michael Kitces.”
About Vestia Personal Wealth Advisors
Vestia Personal Wealth Advisors has nearly 150 collective years working with specialty physicians and understands that growing wealth is only part of the equation. We believe wealth only matters as part of the bigger picture and that life is happening now. By starting with what’s important to our clients – we design a completely customized plan to balance desires in the present with goals for the future. We call this “Wealth That Matters.” For more information, please visit vestiaadvisors.com, write us, or connected with us on LinkedIn.