Broker Check

555 Quince Orchard Road Suite 280 Gaithersburg, MD 20878

(301) 977-7123
info@planvestfinancial.com
Request a Consultation

YOUR FINANCIAL ROADMAP 



Where do you want your financial roadmap to take you?


Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.


SCHEDULE A CONSULTATION

MEET THE TEAM

LEARN MORE
Richard Clonch

Richard Clonch, JD, CFP®, ChFEBC℠, CRPC®, CRPS®

Chief Executive Officer

(301) 977-7123

Michael C. Mattison

Michael C. Mattison, ChFEBC℠

Comprehensive Wealth Manager

(301) 938-4600

Robert L. Behr

Robert L. Behr, MBA, CPA, CRPC®, AAMS®

Comprehensive Wealth Manager

(240) 381-7106

Zach Payne

Zach Payne, CFP®, ChFEBC℠

Financial Advisor, Director of Financial Planning

(240) 344-4310

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
Learn More

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
Learn More

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.
Learn More

Supporting Local Business In a Crisis

Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Learn More

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.
Learn More

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.
Learn More

Useful Updates from PlanVest Financial

Autumnal Equinox Day

Autumnal Equinox Day

LEARN MORE
<p>Asset Allocation</p>

Asset Allocation

Learn More
PlanVest Federal

PlanVest Federal

Learn more
<p>The Long Run: Women and Retirement</p>

The Long Run: Women and Retirement

Learn More

PlanVest Financial

You have worked hard for many years to accumulate your wealth, now it’s time to declare your financial independence by working with a wealth advisory firm that will take the time to get to know you; and understand your goals and aspirations. We are here to work with you to build a customized wealth plan to bring clarity to the complexities of your specific financial situation.

Learn More
Discover Hidden Opportunities.

Discover Hidden Opportunities.

PlanVest Financial is an independent Registered Investment Advisory (RIA) firm, working under the fiduciary standard; meaning we always put our clients’ best interest before our own. For safe-keeping, we work with Charles Schwab & Co., Inc. to custody client assets. Our team of knowledgeable financial professionals are committed to providing you with informed wealth advice and exceptional service, to help you and your family find Financial Freedom.

We welcome you to learn more about our team's wide-range of experiences and professional designations. Experience, knowledge and following the Fiduciary Standard distinguishes the financial advisors at PlanVest Financial.

Learn more

Have a Question?

Thank you!
Oops!
DC Metro Area Office

DC Metro Area Office

555 Quince Orchard Road, Suite 280

Gaithersburg, MD 20878

Phone: (301) 977-7123

Fax: (301) 977-7124

Mon-Fri: 9:00 AM - 5:00 PM