Broker Check

WHO ARE WE?

Who are we?

PlanVest Financial Inc is an independent Registered Investment Advisor firm. We work as fiduciaries in helping our clients (mostly families and small businesses) navigate the financial complexities they face. We are based in Gaithersburg, MD, located in the DC Metro Area. We serve our clients locally and nationwide through our cloud-based capabilities.

Our hands-on approach and over fifty years of financial industry experience helps us provide professional advice in the following primary areas:

  • Federal Employee Benefits (through PlanVest Federal)

  • Retirement Planning

  • Risk-Based Investment Management

WHY PLANVEST?

Succession Planning

Succession Planning

  • With some of our advisors getting closer to retirement, you will have the opportunity to be a key part of the succession team.
  • We can help you develop a continuity plan in the event something should happen to you; giving you peace of mind knowing that you, your family, and clients will be protected.
Higher Net Revenue

Higher Net Revenue

  • As an independent advisor and partner, you should earn higher net revenue compared to being associated with a wire-house or most broker/dealers.
  • You'll be able to focus on providing quality service to your clients and not on meeting sales goals. 
Extensive Support

Extensive Support

  • We utilize Schwab as our primary custodian, so you’ll have extensive support when it comes to client assets, investment options, trading, and support services.
  • As an RIA, we have the flexibility to work with additional custodians to suit our clients’ and Advisors’ needs.
Our Resources

Our Resources

Access to industry leading software, including:

  • Riskalyze
  • Halo Investing
  • MoneyGuide Pro
  • Moneytree
  • Morningstar Workstation
  • FMG Suite
  • Black Diamond Wealth
  • Redtail CRM
  • Holistiplan

DON'T SETTLE FOR LESS

Team Support

Team Support

As a PlanVest advisor/partner, you'll receive extensive support from our experienced staff and advisors to:

Grow your business organically and through succession planning

Increase your marketing efforts, including your online presence

Flexibility, allowing you to work in-office or remotely due to our extensive cybersecurity and cloud-based capabilities.

Take-on leadership roles by becoming part of our management team

Build your business, developing client relations within a niche as part of the PlanVest Federal Team

CURRENT OPPORTUNITIES

Partnerships

Partnerships

PlanVest Financial has a unique opportunity for an advisor or advisor-owned RIA firm, to partner with our growing wealth management firm that focuses on personal client relationships. 

Ideal Advisor/Partner:

• Advisor or small RIA looking to grow organically and as a succession team member.

• Producing advisor that holds the Certified Financial Planner™ certification (CFP®).

• Works as a fiduciary in providing advice and services to clients.

• Has a desire and ability to be part of the management team.

INTERESTED?

Contact us!

Contact us!


Learn more about being a PlanVest Financial advisor/partner by:


Emailing us at info@planvestfinancial.com

Calling us at (301) 977-7123

Scheduling a meeting below with our CEO, Richard Clonch

SCHEDULING