If you’ve followed our podcast or YouTube channel, you may have wondered how Vestia got started and why we chose to work exclusively with physicians.In this episode, Vestia Partner and CEO, Lauren Oschman shares the story behind Vestia Personal Wealth Advisors and the thinking that shaped the firm from the beginning. She talks about how the firm evolved, why the team decided to focus on physicians, and how that decision influenced the way financial planning is delivered to physician families.The conversation covers topics that are common throughout a physician’s career, including compensation, tax planning, student loans, retirement planning, practice ownership, investment management, and coordinating with other professionals as financial decisions become more complex. Lauren also explains the idea of Wealth That Matters® and why understanding a physician’s personal priorities is an important part of the planning process.This episode also looks at how Vestia approaches collaboration within the firm and why advisors with different areas of experience work together when evaluating financial questions. Lauren shares examples of how that philosophy has shaped the firm’s growth and the relationships it has built with physician families over time.Subscribe for more physician-focused financial planning insights from Vestia Partner and CEO Lauren Oschman and the Vestia team.