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:
Retirement Planning
- Tax Minimization Planning
Risk-Based Investment Management
- Federal Employee Benefits (through PlanVest Federal)
Succession Planning
- With our goal of providing all our clients comprehensive advisory support continuity, you will have the opportunity to be a key part of the succession team.
- Additionally, 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
- 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.
- Potential for transitional compensation support.
Extensive Support
- We utilize Charles Schwab as our primary custodian, so you’ll have extensive additional 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.
Software Resources
- We use industry leading software, including:
Riskalyze
MoneyGuide Pro
Morningstar Workstation
FMG Suite
Black Diamond Wealth
Redtail CRM
Holistiplan
FP Pathfinder
Income Solver
Fed Retire Software
Automated Scheduling
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
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:
- Producing Advisor – with a client book looking to accelerate growth
- Certified Financial Planner ™ or Certified Public Accountant
- Individual or small RIA looking to grow organically or as a member of a succession team.
- Work as a fiduciary in providing advice and services to clients.
- Additional asset would be a desire to become a member of the Investment Management Program team at PVF.
