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. serves primarily individual and high‑net‑worth clients, delivering comprehensive wealth planning, ongoing financial planning, and investment management across retail, IRA, trust and other account types. A team of six advisors manages about $176 million for roughly 300 client relationships and provides discretionary and non‑discretionary portfolio services, hourly consulting, and referrals to third‑party advisers. The firm customizes portfolios and plans to client circumstances, using a mix of fundamental, technical, cyclical and charting analysis, regular monitoring and periodic rebalancing with attention to tax considerations. It offers multiple engagement models, including percentage‑of‑AUM accounts, a hybrid AUM/fixed‑fee structure, and a Supplemental Comprehensive Advisory Service (SCAS) fixed‑fee program. Notably, PlanVest acts as the sponsor and portfolio manager of a wrap fee program, a structure that relatively few comparable team firms operate, consolidating investment management and trade execution into a single fee offering. The firm also runs a dedicated federal‑employee planning program with advisors holding the ChFEBC designation to address CSRS/FERS, TSP and related federal benefits, and discloses that some investment advisor representatives are licensed insurance agents who may receive commissions for insurance product sales.

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.