A complete list of active advisors currently associated with Planvest, LLC

Warmer can help you find a great advisor at Planvest, LLC or one who fits your needs even better.

PlanVest, LLC provides investment management and project-based financial planning primarily to individual clients and also accepts engagements from employer-sponsored retirement plans and charitable organizations. Services described in the brochure include continuous portfolio management, retirement and tax-aware planning, cash flow and college-planning analysis, a lower-cost custodial account option, and client education for plan participants. The firm builds individualized investment policy statements and relies primarily on fundamental analysis to select securities, offering discretionary portfolio management while permitting client-imposed investment restrictions. It also sponsors a wrap-fee program, recommends a national custodian for trade execution and custody, and conducts periodic account reviews with custodial confirmations provided to clients. Distinctive features include managing nearly 300 client relationships—an unusually high client load for a small independent adviser—and serving charitable organizations and pension/profit-sharing plans with ongoing plan sponsor and pension consulting services that are uncommon among peers. The firm’s lead advisor holds CFP certification and an insurance license, the adviser does not engage in block (aggregated) trading, and investment clients receive custodian statements rather than firm-prepared written investment reports.

To learn more about the advisors currently working at Planvest, LLC, 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.