PlanVest Financial

PlanVest Financial PlanVest Financial is an independent Registered Investment Advisory (RIA) firm. Where do you want your financial roadmap to take you?

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. Our seasoned and highly educated investment professionals are committed to helping our clients build and preserve wealth. We provide wealth planning and investment management services by considering all components of your financial an

d personal situation. We invite you to learn more about how we can help you work towards:

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Our services include:
ā€¢ Comprehensive Wealth Management
ā€¢ Investment Management
ā€¢Retirement Planning
ā€¢Risk Protection - Insurance
ā€¢Education Planning
ā€¢Retirement Plans (Individuals & Businesses)
ā€¢Estate Planning

If youā€™re 65 or older, you may need to enroll in Medicare. Weā€™ll help you sort through the basics to determine if you qu...
09/01/2026

If youā€™re 65 or older, you may need to enroll in Medicare. Weā€™ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if youā€™re eligible.

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life ins...
08/29/2026

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

A disability could keep you from work and increase costs. How can you protect yourself?
08/27/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Learn about Medicareā€™s popular program, offering retirees free gym membership and health education.
08/25/2026

Learn about Medicareā€™s popular program, offering retirees free gym membership and health education.

Medicareā€™s popular program, offering free gym membership and health education.

The financial risks to consider when evaluating self insurance?
08/22/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Does your insurance cover you if you get into an accident with an uninsured driver?
08/20/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

Youā€™re hit by an uninsured driver. Now what? Are you protected against financial losses?

Medicare doesnā€™t cover all the health-care expenses you may experience. Enter Medigap.
08/18/2026

Medicare doesnā€™t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

The key to healthcare in retirement might be a patchwork of different choices.
08/15/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

There are ways to protect your business in the event of your death or the death of a partner.
08/13/2026

There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

Medicare and Medicaid are two terms that seem interchangeable, but arenā€™t. Learn more here:
08/11/2026

Medicare and Medicaid are two terms that seem interchangeable, but arenā€™t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Address

6 Montgomery Village Avenue Suite 320
Gaithersburg, MD
20879

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13019777123

Website

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