Vesta Wealth Advisors

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Vesta Wealth Advisors Financial Planning & Investment Management in Raleigh, NC. Whatever your version of financial success is, we want to engage with you to help achieve it.

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. 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.

Estate Planning Awareness Week is a timely reminder that protecting your legacy requires more than a basic will, especia...
10/20/2026

Estate Planning Awareness Week is a timely reminder that protecting your legacy requires more than a basic will, especially for high-net-worth individuals and families. As wealth grows, so can the complexity of preserving assets, minimizing tax exposure, planning for incapacity, and making sure your wishes are carried out clearly.

Swipe through for a few important estate planning considerations for high-net-worth individuals to keep in mind.

Thoughtful planning today can help create greater clarity and confidence tomorrow. Contact us to discuss your estate planning needs.

National Retirement Security Week is a timely reminder that for high-net-worth (HNW) individuals, retirement planning re...
10/19/2026

National Retirement Security Week is a timely reminder that for high-net-worth (HNW) individuals, retirement planning requires a tailored strategy designed to protect, preserve, and efficiently create wealth. Swipe through to learn how we can help you navigate the complexities and opportunities retirement can bring.

If you would like to discuss how your retirement strategy aligns with your long-term wealth goals, contact us today. We're here to help you navigate the complexities of retirement planning with confidence.

Fall is here, and between the busyness of the season and the end of the year fast approaching, it can be easy for things...
10/15/2026

Fall is here, and between the busyness of the season and the end of the year fast approaching, it can be easy for things to fall by the wayside. Amidst the rush, we want to remind you that we are always here whenever you need support.

Whether you have questions, need guidance, or just want to touch base, do not hesitate to reach out. We are always just a call away.

There are many misconceptions that keep small business owners from offering 401(k)s to their team and themselves. Swipe ...
10/13/2026

There are many misconceptions that keep small business owners from offering 401(k)s to their team and themselves. Swipe through as we set the record straight.

Have questions about retirement plan options for your business? Give us a call today. We are happy to walk you through it.

Life insurance needs change as life does, and that's where laddering comes in. Life insurance laddering can allow you to...
10/09/2026

Life insurance needs change as life does, and that's where laddering comes in. Life insurance laddering can allow you to align your coverage with your evolving financial responsibilities. Swipe through to learn more.

If you're interested in discussing life insurance laddering or wondering if it's the right approach for you, give us a call. We are happy to help.

🏆 Congratulations to our very own Elaine Jolley, CDFA®!We are thrilled to celebrate Elaine and Vesta Wealth Advisors as ...
10/08/2026

🏆 Congratulations to our very own Elaine Jolley, CDFA®!

We are thrilled to celebrate Elaine and Vesta Wealth Advisors as a 2026 Triangle Family IMPACT Awards Honoree in the Financial Planning Firm category!

Presented by Triangle Family Magazine, these inaugural awards recognize local businesses and professionals making a meaningful difference in our community.

We are incredibly proud of Elaine and grateful to see her dedication, as well as the work of our entire Vesta team, recognized!

A heartfelt thank-you to Triangle Family Magazine, our wonderful clients, professional partners, friends, and everyone who voted and continues to support Vesta Wealth Advisors. Your trust and confidence mean so much to us!

Please join us in congratulating Elaine and our Vesta Team on this wonderful honor!


10/06/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 20...
10/01/2026

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 2027–2028 academic year, it is a good idea to get started on the process early. So, with that in mind, our team wanted to share a few early steps that can help streamline the process:

🔹Create or verify your StudentAid.gov account.
🔹Gather essential financial documentation, including 2025 tax returns, W-2s, and income records.
🔹Determine which parent(s) or contributor(s) will be required to provide information, if necessary.
🔹Review college, state, and scholarship deadlines, as many institutions award aid on a first-come, first-served basis.

While the federal FAFSA deadline is June 30, 2028, many colleges and states set earlier priority deadlines for aid consideration, so submitting your application early can improve access to institutional, state, and need-based aid.

If you have questions about college funding strategies or how education expenses align with your overall financial plan, please contact our office. We are here to assist you.

Life insurance beneficiary designations play an important role in making sure assets are passed along according to your ...
09/30/2026

Life insurance beneficiary designations play an important role in making sure assets are passed along according to your wishes. While many people set these up once, it’s worth revisiting them from time to time. Swipe through to learn more.

If you’d like to review your current policies or talk through your beneficiary designations, feel free to reach out anytime. We are always happy to help.

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your fin...
09/28/2026

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your financial plan before 2027 begins. A few intentional moves before year-end can help strengthen your financial position and create momentum heading into the new year. Swipe to learn more.

If you would like to discuss your financial goals or review your current strategy before 2027 begins, contact us today. We would be happy to help.

Address

3221 Blue Ridge Road #105
Raleigh, NC
27612

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19192058473

Website

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