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Oschman, Lauren
Partner & CEO
RIAs: Less Than $10 Billion AUM/AUA
Luminaries 2026 Impact Statement
As CEO and Co-Founder of Vestia Personal Wealth Advisors, Lauren Oschman has built far more than a successful advisory firm. She has created a new model for how wealth management firms can grow, develop talent, and serve clients with greater purpose. Recognizing that physicians needed financial advice designed specifically for the realities of medicine, Lauren transformed Vestia into one of the nation's leading physician-focused advisory firms, serving approximately 600 physician families across 46 states and surpassing $1 billion in assets under management. Lauren's leadership extends beyond business growth. She developed Vestia's Wealth That Matters® philosophy, challenging the traditional definition of financial success while creating a culture centered on leadership development, intentional growth, and exceptional client experiences.
