Broker Check


PlanVest Financial is an independent Registered Investment Advisory (RIA) firm. PlanVest and our Advisors follow the fiduciary standard in all matters when serving our clients; meaning simply that the interest of our clients come before our own. We are a team of experienced financial advisors, who always have our clients and their family’s best interests at heart. Our hands-on approach and over fifty years of financial industry experience help us provide high quality comprehensive financial planning, investment advice and service to our clients.

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

“Go confidently in the direction of your dreams. Live the life you have imagined.” - Henry David Thoreau


<br/><h2>Our Commitment to You Is With &#8220;PURPOSE&#8221;</h2><br/><br/>
Plan: to build a wealth plan that will organize your finances and dreams, providing lasting direction for you and your family.
Understand:  to help clients understand their finances, we will continuously educate them by providing timely and informative information covering a broad range of topics that affect their lives.
Relationship: to maintain a client-focused relationship where we understand your goals, aspirations and dreams, to help you pursue them through informed advice.
Professional: our wealth advisors have nearly eight decades of experience; are highly educated; and hold distinguished industry certifications.
Objective: to provide objective advice since the firm has no proprietary products to sell and relies on independent research, allowing conflict-free advice and investment recommendations.
Service:  to provide clients with personalized and “hands-on” support by highly trained and courteous professionals, in a timely manner.
Ethics:  to act with integrity and transparency at all times and with all matters in our dealings with our clients; and as a CFP® act in a fiduciary manner by putting our clients’ interest ahead of our own at all times.



Thank you!