Financial Advisors
Raleigh, NC
Vesta Wealth Advisors is a Raleigh-based financial planning and advisory firm led by women advisors Kate Anders, Elaine Jolley, and Mary Norton. They provide comprehensive financial planning, investment management, insurance products (life insurance and annuities), and ongoing advisory services with a focus on inclusivity and personalized guidance. The firm is committed to serving all clients with integrity and transparency, particularly those historically underserved by the financial services industry.
Ideal for: Individuals seeking personalized financial planning, clients valuing inclusive and respectful advisory relationships, women and underserved populations in wealth management, families planning for retirement and financial security
Service area: Raleigh, NC and surrounding areas
Women-Led Advisory Team: Vesta is founded and operated by a team of women financial advisors with a shared passion for financial empowerment and inclusivity in wealth management.
Multi-State Licensing: Advisors are registered to offer securities and investment services across multiple states (CA, FL, MA, NC, TX and others), providing flexibility for clients who have moved or have out-of-state assets.
Comprehensive Services: Offers integrated financial planning, investment management, life insurance, annuities, and ongoing advisory relationships rather than just transactional services.
Address: 3221 Blue Ridge Rd STE 105, Raleigh, NC 27612
Phone: (919) 205-8473
Website: vesta-wealth.com
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