Emma Yoder Bontrager

Employer firm

Vestia Personal Wealth Advisors CRD 290565

$1.06B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2025 → Present
  Vestis Personal Wealth Advisors
  Fort Wayne, IN
• 09/2023 → 06/2025
  Ernst & Young
  Indianapolis, IN
• 01/2022 → 03/2022
  Crowe Llp
  Elkhart, IN
• 05/2021 → 08/2021
  Rieth Riley Construction Company
  Goshen, IN
• 01/2021 → 03/2021
  Crowe Llp
  Goshen, IN
• 08/2020 → 12/2020
  Goshen College
  Goshen, IN
• 01/2020 → 08/2020
  Goshen College
  Goshen, IN
• 06/2019 → 08/2019
  Goshen College
  Goshen, IN
• 09/2015 → 06/2023
  Student
  Goshen, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-21

Other Names

• Emma Bontrager