Vesta Wealth Advisors
About
Vesta Wealth Advisors is a financial planning firm on Blue Ridge Road in Raleigh, named for the Roman goddess who looked after hearth and home. The team is made up of women who share an interest in financial empowerment, and they describe the practice as open to anyone looking for guidance.
The work is tailored planning paired with ongoing advice, and the stated mission is to put each client’s needs and dignity first. The firm’s own description keeps coming back to honesty and warmth, which is an unusual thing to lead with in this business.
What to know
- Kate Anders, Elaine Jolley and Mary Norton advise clients at the firm.
- All three are licensed in North Carolina to offer insurance products and annuities.
- Mary Norton is also licensed in the District of Columbia.
- Securities and investment advisory services are offered through Cambridge Investment Research.
- Client meetings can be booked ahead, and backgrounds can be checked on FINRA’s BrokerCheck.
Is this your business?
Claim it to add hours, photos, a description and a spotlight story.
Want a fuller page for your business?
Premium listings include photos, a description, hours and a spotlight story.