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555 Quince Orchard Road Suite 280 Gaithersburg, MD 20878

(301) 977-7123
info@planvestfinancial.com
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YOUR FINANCIAL ROADMAP

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Our 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.


Our hands-on approach and over fifty years of financial industry experience helps us provide high quality comprehensive financial planning, investment advice and service to our clients.


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MEET OUR TEAM

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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

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Retirement Redefined

Around the country, attitudes about retirement are shifting.
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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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PlanVest Financial: Useful Updates

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Happy Chinese

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Understanding Homeowner’s Insurance

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PlanVest Federal

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Healthcare Costs in Retirement

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Wealth Management & Planning

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.

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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.

Get in touch for a no cost consultation!

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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


Follow us on LinkedIn: PlanVest Financial