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About Us

PlanVest Financial is an alliance of experienced financial advisors, who feel that a team approach provides a superior level of comprehensive financial planning, investment advice and service to our clients. The advisors at PlanVest, share their knowledge, skills, diverse experiences and expertise to benefit all clients of the firm. PlanVest Financial is a group of Investment Advisor Representatives affiliated with LPL Financial, the largest independent broker/dealer in the nation*. LPL Financial provides services to our team through a mix of independent research; robust technologies; and added client support.

*As reported in Financial Planning magazine 1996-2015, based on total revenues.

Our mission is rather straight forward, to provide our clients with: personalized financial planning and informed strategic investment advice; that is delivered with outstanding “hands-on” service and support.  PlanVest Financial will help you work towards Financial Freedom through PURPOSE. Learn More 


Meet Our Team


Knowledge and education is just another way that the financial advisors at PlanVest Financial set themselves apart.  PlanVest Financial advisors hold one or more of the following industry-recognized professional financial credentials:

  CERTIFIED FINANCIAL PLANNER™ or CFP®

 
Chartered Federal Employee Benefits Consultant or ChFEBC℠

 
Chartered Retirement Planning Counselor or CRPC®

Chartered Retirement Planning Specialist or CRPS®

  Accredited Asset Management Specialist or AAMS®
                           

Certified Divorce Financial Analyst or CDFA

Accredited Investment Fiduciary or
AIF®

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LPL Financial