A complete list of active advisors currently associated with PlanVest Financial, Inc.
Warmer can help you find a great advisor at PlanVest Financial, Inc. or one who fits your needs even better.
PlanVest Financial, Inc. provides wealth planning and ongoing investment management to individual and high‑net‑worth clients, and also offers hourly or fixed‑fee financial planning. Its services cover retirement, tax, estate and education planning, long‑term care analysis, and a marketed PlanVest Federal program aimed at current and former federal employees. The firm emphasizes tailored portfolios and regular account supervision, with discretionary, limited discretionary or non‑discretionary mandates and periodic rebalancing that considers tax implications. Investment decisions draw on multiple analytical methods — including fundamental, technical, cyclical and charting analysis — and may use mutual funds, ETFs, individual securities, alternative investments and third‑party managers with attention to manager tenure. Notably, PlanVest acts as the sponsor and portfolio manager of a wrap fee program, an arrangement that is uncommon among comparable team firms, and it offers a Supplemental Comprehensive Advisory Service (SCAS) and hybrid fee options in addition to traditional AUM billing. The firm also signals a niche capability advising federal employees and retirees through advisors who hold the ChFEBC designation, which is a specialized credential not typical for many peers.
To learn more about the advisors currently working at PlanVest Financial, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Gaithersburg, MD
| 25
| |
Gaithersburg, MD
| 20
| |
Gaithersburg, MD
| 3
| |
Gaithersburg, MD
| 30
| |
Gaithersburg, MD
| 9
| |
Gaithersburg, MD
| 1
|
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