555 Quince Orchard Road
Our team of highly educated financial professionals has over a century of experience in the financial services industry. We are dedicated to providing informed wealth advice and exceptional service to ensure our clients reach their financial goals and life’s dreams, so they can have Financial Freedom.
Our team of financial professionals have a wide-range of experience and professional designations. Learn More CERTIFIED FINANCIAL PLANNER™ or CFP® Chartered Federal Employee Benefits Consultant or ChFEBC℠ Chartered Retirement Planning Counselor℠ or CRPC® Chartered Retirement Planning Specialist℠ or CRPS® Accredited Asset Management Specialist - AAMS®
Chief Executive Officer
Richard is the CEO and Founder of PlanVest Financial. He is also a CERTIFIED FINANCIAL PLANNER™ professional. Working closely with his clients, Richard provides...
Comprehensive Wealth Manager
Mike is a retirement distribution planning specialist who has been published and has trained more than 2,000 financial professionals across the country. Additionally, Mike is Nationally recognized as a public speaker on financial...
Robert works to develop long-term partnerships with clients seeking a broad array of advice, including: counseling on their investments; risk management; liabilities management; and estate and retirement planning. His recommendations...
Financial Advisor, Director of Financial Planning
Zach is a CERTIFIED FINANCIAL PLANNERTM professional who works closely with clients on their retirement planning and asset management needs. In addition to serving his own clients, Zach is the Director of Financial Planning...
Business Operations Manager
Client Services Associate
Alex is the Client Services Associate at PlanVest Financial. He has a history of working in client services, including prior experience with a law firm. Alex aims to provide excellent customer service and aide...