Overview

PlanVest Financial, Inc. is a fee based RIA. We currently use Charles Schwab as our custodian Our office is in Gaithersburg, MD. We are interested in additional advisors joining us or a possible merger with another like minded firm, in a manner that makes sense to all parties; whether as an advisor, partner, advisor/business manager or for mutual succession planning.

Market
RIA
Member Level
Chalice
Last Activity
within 2 months

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