Building a Strong Financial Future for Orthopedic Surgeons with Kameron Helmuth
Orthopedic surgeons dedicate their expertise to mending bones and restoring quality of life. But beyond the operating room, orthopedists face a challenge - managing wealth and securing their financial future.
In this episode, Lauren talks with Kameron Helmuth, Partner and Chief Experience Officer at Vestia to continue the Meet Our Advisors series. Before joining Vestia, Kameron served as an advisor with PNC Bank and State Bank. While he gained experience at two exceptional banks, the independent Vestia platform allows him to provide a broader range of independent options and competitive solutions for his clients. Kameron focuses his advisory practice on orthopedic surgeons.
Kameron talks to Lauren about his journey from banking to financial planning and the value of working with a specialized advisor who understands orthopedists' unique challenges and opportunities. Kameron emphasizes the importance of proactive service and collaboration with other professionals to ensure comprehensive financial planning to help clients achieve a balanced and fulfilling life alongside their financial goals.
Key Takeaways
- [04:21] - The reasons behind Kameron's shift from banking to financial planning.
- [08:14] - The value of working with a specialized firm like Vestia.
- [10:19] - How being proactive can make a difference in financial advisory practice.
- [14:34] - How clients benefit from the internal collaboration at Vestia.
- [18:46] - What led Kameron to specialize in serving orthopedic surgeons?
- [23:51] - How understanding and articulating financial goals can bring clients peace of mind.
- [30:00] - The value of accountability and behavioral guidance from an advisor.
- [37:19] - Kameron's financial considerations as he goes through a significant life transition.
- [43:35] - What Kameron enjoys doing outside of work.
- [47:28] - What Kameron means by wealth that matters.
Quotes
[06:46] - "If I wanted to build a foundation of client relationships and not have to worry about the widgets and the volume game all the time, I needed to go independent and find somebody that really believed in relationship values, doing what's best for the client in all situations, and then finding a way to line up our values with the clients." ~ Kameron Helmuth
[27:26] - "For an established physician, it's not about making more money. It's about keeping it and passing it on however they feel is fit." ~ Kameron Helmuth
[27:43] - "It's sad how many people don't even know the answer to ‘Can I slow down? How can I take myself off the hamster wheel?’ And I see too many people working because they think they have to, not because they want to." ~ Kameron Helmuth
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Disclosure
You may not have the same outcome as the client(s) discussed during this podcast. Each investor's needs and circumstances are different and require conversations with a financial professional to determine what is best for your specific needs.
Does your financial advisor understand our views? How to negotiate a job contract with a hospital? Or how to evaluate and finance a surgery center buy-in? With nearly 150 years of collective experience working with specialized physicians nationwide, Vestia Personal Wealth Advisors understands your challenges and your opportunities as a physician. Innovative tax strategies, proactive asset protection planning, physician mortgages, healthcare venture capital, and more. You have many competing priorities for your time, and planning for your financial health may not make the top of your list. With a shortened time window to save for retirement, the opportunity cost of financial mistakes can be high. Vestia can help you navigate the complex world of finance and make your life easier every day, starting now. Learn more vestiaadvisors.com.
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